Get ahead with your finances in 2023.

Make this the year you get ahead and get your money working for you, not the other way around. Book a consultation with an coach for the special New Year’s price of $250*

Now’s the time to stop thinking ‘is it the right time?’ and start taking the actions that will grow your wealth, grow your opportunities, and set the stage for a phenomenal financial future.

To help you get ahead and reach your financial dreams, book a consultation with an coach today for the special New Year’s price of $250 (normally $400). They’ll help you set the plan, keep you accountable, and ensure this is one new year’s resolution that doesn’t fall by the wayside.

So, get ahead in 2023 by getting smart with your money. Book your consultation today. Ts & Cs apply.

Get your finances in check for 2023


2023 is here! To help you get your finances in check and set yourself up for financial success, we’ve devised this checklist to help you identify where you’re at, and what actions you could take to improve your financial situation in 2023.

The more you can check off the list, the closer you are to financial independence.

How to set your intention for a better financial future


Did you achieve everything you wanted to – particularly relating to your finances? Did you hit your financial goals? Did you buy the house you’ve been hankering after? Did you become mortgage-free (or set yourself up to cut years from your term?).

Let’s set your intentions for financial success in 2023.

How to set financial goals - and stick to them!


Set the stage for a financially successful 2023 and make this the year you get your money working for you – not the other way around.

Setting goals is a popular pastime at the beginning of the year, so join our online webinar to learn how to set financial goals now that set you up for a phenomenal financial future.

Terms & conditions

The promotional period runs between the 2nd of January 2023 and the 10th of February 2023.

To be eligible for the discounted Financial Consultation (FC) a booking with an coach must be made before midnight on the 10th of February 2023, and the consultation itself must have been held before the 31st of March 2023.

*standard financial consultation terms & conditions – See important information on our website.

The right advice at the right time to help you get ahead pillars help you focus your finances and get ahead – fast. They align with a particular stage along your financial journey – so no matter where you’re at we have a programme that’s right for you.


Managing your finances

Build your financial foundation by taking control of where you’re spending your money, paying down debt, and getting on the right track towards financial stability.


Growing your wealth

Set the stage for future success and grow your wealth so you can make the choices you want about how you live your life today, and into the future.


Preparing for retirement

If it feels a little closer than you might like, now’s the time to start preparing so you can secure a comfortable retirement and enjoy life when you’re no longer earning.

The programmes

Focus on the goal you want to achieve when you sign up for an programme. Each programme is built around a particular theme – whether you’re trying to get ahead, pay off the mortgage or begin your investment journey. Here’s a selection of the programmes we offer.


Hear what our clients have to say about their experience with

“Being mortgage-free is a major milestone for us…There is absolutely no way we would have achieved this without the help of They push you (but not too hard!) to be brave. It’s been fantastic to have people in our corner giving expert advice. A seriously life-changing experience!” client
“Lisa was open and honest with us. She builds rapport quickly and effectively”
Lisa Butler's client, Wellington
“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
“Laura-Lee is personable and really willing to make this work for us. I’m excited about this programme”
Laura-Lee Whyte's client, Canterbury
“Loved her honesty. She has a great financial background and understood the direction I wanted to go with my financial plan”
Laura-Lee Whyte's client, Canterbury
“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
“Professional, expert, non-judgemental, friendly, understanding – the whole package!”
Katie Wesney's client, Auckland North Shore
“Katie is fantastic, focused on what we can achieve & has really made us understand how our money can work for us”
Katie Wesney's client, Auckland North Shore
“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
“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
“Julie knew exactly where we were and our major blockers, there was no need to feel awkward – it was truly like meeting your coach”
Julie Nadan's client, Auckland Central
“I can’t believe you got away with saying that to my partner!”
Hannah McQueen's client, Auckland Central
“I was energised by the potential that Hannah was able to unlock”
Hannah McQueen's client, Auckland Central
“I thought I was pretty good, but there is no way we could have achieved what we have done with you”.
Hannah McQueen's client, Auckland Central
“You empowered me to achieve something I never thought possible”
Hannah McQueen's client, Auckland Central
“When Covid hit, I knew we’d be OK because Liz has got us!”
Elizabeth Blake's client, Auckland Central
“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 gave me peace”
Elizabeth Blake's client, Auckland Central
“Elizabeth is so fantastic; we feel really lucky to have her on our side”
Elizabeth Blake's client, Auckland Central
“Ray was professional, but also laid back – which really helped our nerves!”
Ray McKeown's client, Auckland Central
“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
“Nicki was very good to deal with and made sure I understood everything she said”
Nicki Morsink's client, Southland
“Nicki was excellent. She had a difficult couple to manage but got my husband on board - amazing!”
Nicki Morsink'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
“I liked that Ngaire didn’t pass judgement. She made me feel very proud of my achievements and that I’m on the right path to success”
Ngaire Peek's client, Southland
“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