Book a consultation
Get started on your journey to financial success with a professional financial adviser from enable.me
This initial consultation is a 90-minute one-on-one session with a qualified, expert, independent financial adviser. At the end of this session, you’ll know what’s needed to increase your odds of financial success.
This initial session costs $350+GST, but if you’ve been referred by a friend enter their full name below to unlock your special mates’ rates.
What’s included in my 90-minute 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: Diagnosing 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: Analysing 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: Recommendation
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: Share what happens next
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.
Hear what our clients have to say about their experience with enable.me
“Thank you for getting us to a point where our future is brighter, and our financial intelligence is greater – you have really changed our lives!”
Alisha Brady’s client, Bay of Plenty.
“Your generous support both with our finances and my personal challenges has been incredible.”
Corrie-Ann Jones’s client, Auckland Central.
“It’s been fantastically empowering and has forced us to have financial discipline, but in a way which doesn’t greatly affect our lifestyle. We’ve had fast results!”
Dianne Barlow’s client, Auckland South & East.
“Your guidance has given us the confidence that we can make informed choices about things like changing careers, upgrading our home, and how long I can stay at home with our baby.”
Elizabeth Blake’s client, Auckland Central.
“You empowered me to achieve something I never thought possible.”
Hannah McQueen’s client, Bay of Plenty.
“I love how supportive Julie is. I always fear I’m going to be told off for not doing well enough, but she always shows me great respect and is so encouraging.”
Julie Nadan’s client, Auckland Central.
“Katie is brilliant to work with because she goes on the journey alongside you – she understands you & what will work best for your family.”
Katie Wesney’s client, Auckland North Shore.
“Love that she didn’t show any judgement. She provided flexibility and understanding so we could get the best outcome for our future goals.”
Laura-Lee Whyte’s client, Canterbury.
“Lisa is non-judgemental, very kind and has a real passion for helping people be the best they can be.”
Lisa Butler’s client, Wellington.
“Always amazing! I walk out of the office feeling hugely inspired after every appointment.”
Liz Brown Douglas’s client, Auckland South & East.
“I really enjoyed the process of learning with Ngaire and I’m very excited to see how I go within the next 12 months.”
Ngaire Peek‘s client, Southland.
“Love Nicki’s energy, positive reinforcement, and suggestions to change things around to work better for us.”
Nicki Morsink’s client, Southland.
“Importantly, we did not feel any judgement about our current financial situation. Ray clearly outlined what’s possible for us to achieve, and we’re confident that we will have the support to meet our goals. We should have done this years ago.”
Ray McKeown’s client, Auckland Central.
“Absolutely perfect meeting with Reta. She understood where things are at with us and was extremely helpful and professional.”
Reta Lawrence’s client, Auckland North Shore.
“Roger helped me realise I could do more to make sure my future is financially secure, and that retirement is not something to fear.”
Roger Swift’s client, Otago.
“Really wish we’d come to you sooner, but better late than never! Loved the fact you totally understood where we are at with our situation.”
Sarah Bayley’s client, Canterbury.
“Sarah was very friendly and helpful, and we can see now how we can actually pay our mortgage off faster than expected.”
Sarah Valli’s client, Southland.
“Working with you has allowed me to get my life to a place where I’m happy, in control, & in a job that’s paying me what I’m worth. Wonderful unexpected side effects to sorting my finances out.”
Shelley Palman’s client, Auckland North Shore.
“We’re finding working with you so good for us. We’re much more focused and have a better understanding of what we need to do to reach our goals.”
Siaosi Andy’s client, Auckland Central.