Supporting your teams to get financially fit in the workplace

Access resources like the Future Proofing Your Finances webinar & a discounted consultation with an financial coach. Complete the form below by 5pm Thursday the 16th of February 2023 to get a discounted consultation for just $115 (usually $400)

Future Proofing Your Finances for Colliers

Future Proofing Your Finances

Only 51% of Kiwis feel they’re on track to retire at the age of their preference. 51%!


  • How to grow wealth by creating a wealth mindset
  • What should a retirement plan include and how to consider intergenerational wealth
  • How to close retirement gaps and create wealth with investment options
  • How to include debt repayment and maximising cash surplus into your financial strategy
  • Key takeaways and Q+A

Book your consultation with an coach

Working with an coach, the consultation will offer you the opportunity to better understand your current financial situation, determine the goals that matter most to you, understand your money habits, how these habits might impact your ability to succeed, and to consider how an plan could help you achieve your goals for managing your finances.

Partnerships | Colliers

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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

"Best thing we have ever done. Great to see exactly where your money is going and the progress we are making with our mortgage. We are very grateful. Thank you to the team."
Elizabeth Blake's client
"We have been amazed at what a difference restructuring our banking has made to paying our mortgage off quicker."
Nadine Higgins' client
"Roger is just fabulous! He listens to us and has our end goals at heart. We would not be in the position of having options if it wasn’t for Roger and the team. Best decision and investment we have ever made. Thank you."
Roger Swift's client
" has made us more aware of our spending and what the possibilities are when it come to our finances and paying off our mortgage. We are extremely excited about what we will achieve in the next few years."
Alisha Brady's client
"I liked that Kristin was thorough, didn't judge my spending habits, and made me feel like I've got options. She also explained things in ways that were easy to understand."
Kristin Sutherland's client
"I like that it was a personalised service. My consultant was knowledgeable and able to answer my questions with clarity & non-judgement. I was able to establish some clarity for my goals in the timeframe."
Kristin Sutherland's client
"Hannah was very approachable and easy to talk to. We didn’t feel like we were being told off or made to feel we had been doing the wrong thing, but how we could turn things around and make things better."
Hannah McQueen's client
"I like how the plans are able to pivot when life requires, and how excited our coach seems to be helping us achieve our goals!"
Justin Gauci's client
"Having an independent person review our spending is helpful in regard to knowing what is normal or excessive. My husband is more likely to listen to our advisor than his wife."
Dianne Barlow's client
" has really helped me keep on track with my financial goals. We have a great relationship with our coach, who gives us amazing, honest advice and keeps us accountable. I believe without the help of we would not have purchased our first home. Thank you!!"
Corrie-Ann Jones' client
"I appreciate that it's completely personalised to me and my circumstances, not a cookie cutter one size fits all."
Nadine Higgins' client
"It's always a great experience talking to my financial coach, I tell my friends she's like a magician with money."
Karyn Grindlay's client
"We just need to tell you that Matt is amazing! He listens and we always get precise and honest guidance on our current financial situation and strategy for the future. We couldn't do without him. Thank you, Matt!"
Matt Buckeridge's client
"I liked the format from setting up the first meeting (and having the option to choose the person I wanted to meet with) to the follow through following the first meeting. The dialogue during the meeting itself was insightful and easily provided me with a strawman for how I could achieve my financial goals. I also did not understand how much of the heavy lifting would be done by the team for me. Hearing that was like being given a glass of cold water on a hot day."
Hannah McQueen's client
"I felt there was no judgment from the advisor I had my initial meeting with. She listened to me and by asking further questions was able to lead into deeper conversations. I also felt safe speaking with her and feel confident moving forward with what I want to achieve."
Lisa Butler's client
"Personalised, informative, scary but in a positive way. No hard sell, just facts & data."
Kristin Sutherland's client
"Felt that Katie interpreted exactly where I was at and what I needed. I felt heard."
Katie Wesney's client
"Loved how honest Shelley was. Have already made our first recommendation."
Shelley Palman's client
Thanks so much, Maylyn, for all your guidance this past year, helping us to have better understanding and take better control of our finances. It's been an amazing journey so far!
Maylyn's clients, Sian & Nino
“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