Supporting your teams to get financially fit in the workplace

Access resources like the Building Financial Fitness webinar & a discounted consultation with an financial coach. Complete the form below to get a discounted consultation for just $150 (usually $400) if booked before Friday the 27th of October 


Wednesday October 25th | 1:00pm – 2:00pm

83% of us are stressed about our finances. 83%!
  • The situation – why ‘she’ll be right’ will no longer see you right
  • The pillars of financial success (& why it’s not just about financial literacy)
  • Understanding your money personality & financial BMI
  • Why accountability works
  • Dealing with debt
  • Getting mortgage-free faster
  • Client success stories
  • 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 | Gibson Sheat

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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, can help.

Your initial consultation with an 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 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.

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” client
“Loved her honesty. She has a great financial background and understood the direction I wanted to go with my financial plan” client
“Love that she didn’t show any judgement. She provided flexibility and understanding so we could get the best outcome for our future goals” client
“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” client
“Julie knew exactly where we were and our major blockers, there was no need to feel awkward – it was truly like meeting your coach” client
“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