Book a Consultation
Get started on your journey to financial success with an enable.me financial coach and adviser. AMP and enable.me Wealth and Insurance clients get access to a complimentary 90-minute initial consultation (valued at $400).
They will help you get the full picture of your finances and identify the moves you can make next to help you get ahead, faster.
Returning clients (who have attended a financial consultation in the last 2 years) will be charged the full value.
This initial consultation is a 90-minute one-on-one session (valued at $400) with a qualified, expert, independent financial adviser. At the end of this session, you’ll know what’s needed to get ahead in your financial journey.
Book your complimentary 90-minute consultation by filling out the form.
Not quite ready to book your consultation, but have questions?
What to Expect in
Your Consultation
We all start our financial journey at different stages. We have different tendencies, wealth levels, timeframes, and ambitions. No matter where you’re starting out and where you want to end up, enable. me can help.
Your initial consultation with an enable.me financial adviser is designed to get a better understanding of where you are now and what your financial goals are to see how we can support you on this journey. It’s split into four parts.
Part 1: Diagnose Your Situation
We start by understanding your money story, your money values, and your current money mindset. We assess your financial strengths and tendencies, the areas you need to work on, and your areas of opportunity.
We’ll look at what your own, owe, earn, spend, and save. If you have a mortgage, we look at the speed at which you’re currently repaying it, and whether there is room to improve this. If you have investments – whether in property, shares, or managed funds – we look to understand the story behind those investment decisions, before assessing if they remain ‘fit for purpose’.
Knowing all this helps us diagnose your starting point and wealth position.
Part 2: Analyse the Opportunities
Once we have a good idea of your current financial performance, we will benchmark this against where it needs to be for you to reach your financial goals.
We will show you your current ‘financial default’ – where you would likely end up if you don’t make any changes, and whether your current efforts are enough to achieve your financial goals and unlock your full wealth potential.
We will identify areas of inefficiencies (or fritter) and overlay our proven methodologies for saving more and repaying your mortgage faster (if applicable) to see where baseline improvements can be made.
Then we consider your wealth plan, and whether your money is working hard enough to ensure you are on track to retire on your terms.
Ultimately – we identify the key problem you’re trying to solve, and the actions you can take to improve your situation.
Part 3: Recommendations
Once we know where you’re at and what you could be capable of achieving, we’ll show you
- how you could be working smarter,
- how you could make your money work harder
- what you should be doing to maximise the probability of success
- the sequence of actions needed to create the biggest impact, and
- how every decision your make affects your ability to meet your financial goals.
We’ll discuss a high-level game plan for what you need to do and when to achieve your financial goals. Depending on your situation we’ll also show you a projected mortgage repayment target, what you need to save for retirement, and your options for growing wealth fast and closing a retirement gap.
Part 4: Next Steps
Once we know where you’re at now, where you want to be, and how we can help you get there faster, we’ll give you a rough outline of what the next 12 months will look like when you sign up for an enable.me programme. Depending on your overall situation, you may require a quick ‘tune up’ or a more intensive programme of support to unlock your potential faster.
We’ll send a summary email outlining what’s been discussed and our programme recommendation.
Once you’ve signed the dotted line, we can get started on helping you secure your financial future.
What Our
Clients Say
Real stories from real people we’ve helped.
“Where do I start! We have just finished our first year with enable.me and can’t thank our Coach Kristin enough for all her mahi, sound advice and guidance. We definitely wouldn’t be where we are today financially if we had continued plodding along on our own. I can’t sing Kristin’s and enable.me’s praises enough. Our only regret is not jumping on board a lot earlier. All the knowledge we have gained is being passed down to our children, who are young adults, giving them the tools to be a lot more financially savvy as they begin their working lives.”
Kristin Sutherland’s Client
“Ashleigh is a delight and so understanding. She helped us adapt to our changing circumstances and put us at ease.”
Ashleigh Waterman’s Client
“Lisa has a pleasant, welcoming manner that put my husband and me at ease immediately. She asked us numerous questions, which gave her a good understanding of our present financial position and of our goals, so I felt her advice was very relevant. She is good with numbers, and her use of the software created a financial review and a graphical forecast with valuable information. We discussed a plan to reach our goals sooner, and this has brought my ideas into agreement with my husband’s, which has made us feel more at peace about our finances. Thank you for all this, Lisa!”
Lisa Butler’s Client
“Rebecca listens to my needs and is empathetic. She explains things so that I can understand, with a friendly manner.”
Rebecca Starkey’s Client
“Corrie-Ann is amazing. She is so supportive and knowledgeable. She takes the stress out of everything and goes above and beyond to help and guide me. She is always one step ahead in following up on everything. I would not be able to do this without her.”
Corrie-Ann Jone’s Client
“It really transformed my financial management, and I think also just having those frank discussions about what’s negotiable and what’s not negotiable at the moment…It was just absolutely brilliant. It’s actually having somebody to structure it for you and go through it with you. That’s the thing that made the biggest difference.”
Shaila Contractor’s Client
“Clear communication, shared understanding of our goals and excellent strategies to support our success. It is really exciting and motivating to see the graphs projected.”
Matt Buckeridge’s Client
“Ray has been amazing for us. Our financial health has completely changed because of Ray’s advice.”
Ray McKeown’s Client
“Maylyn is so approachable, and she always takes time to clarify points and any uncertainties. She’s encouraging and positive while also keeping us on track and goal-focused. We feel very safe working with her, and we recommend enable.me to everyone we know.”
Maylyn Chai’s Client
“Working with a financial coach makes me feel a lot more in control of my goals and my destiny. It means you don’t have ‘money worries.’ Money worries are the pits, and I feel like I’ve had that until now…. I’m now feeling in control, hitting my financial goals, know my targets and goals. It’s more peaceful as I know I have my will in place, they cover everything, so I feel safe.”
