Important Information

Supporting your teams to get financially fit in the workplace

Access resources like The Systems For Financial Success webinar & a discounted consultation with an enable.me financial coach. Complete the form below to get a discounted consultation for just $115 (usually $400) if booked before 5pm Friday the 17th of March.

Book a consultation

The Systems For Financial Success Webinar

THE SYSTEMS FOR FINANCIAL SUCCESS

light-blue-arrow-down
Book a consultation

Book your consultation with an enable.me coach

Working with an enable.me 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 enable.me plan could help you achieve your goals for managing your finances.

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.

managing-your-finance-icon

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.

managing-your-finance-icon

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.

managing-your-finance-icon

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.

managing-your-finance-icon

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.

Get started

The enable.me programmes

Focus on the goal you want to achieve when you sign up for an enable.me 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.

search-icon

Find your focus

Build the foundation for financial success by getting in control of your finances and achieving your financial goals.

Learn more
hand-holding-house-icon

Master your mortgage

Pay off your mortgage faster to save thousands in interest and have money to direct towards growing your wealth.

Learn more
green-cup-icon

Get ambitious

We’ll show you how you can become more ambitious and use leverage to meet your wealth growing goals.

Learn more
growing-chart-icon

Maximising momentum

Build momentum in your wealth journey with investments to secure financial security and freedom of choice.

Learn more
winning-flag-icon

Future ready

Put a plan in place that gives you the confidence you’ll be on track to retire how you want when you want.

Learn more
winning-flag-icon

moneyfit.me Kickstarter

Understand money fundamental in order to build better spending habits to pay off debt and create savings.

Learn more
How can we help
blue-dotted-yellow-arrow

Hear what our clients have to say about their experience with enable.me

"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
"Thank you for the meeting. You gave good guidance which I found really helpful. You have a lovely way about you, Karen, and I really appreciated that. I felt listened to and guided without being judged."
Karen Beckham's client
"enable.me 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
"enable.me 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 enable.me 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
"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 enable.me. 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!”
enable.me 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
“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 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
“Liz is so good at what she does! She helps me feel like it’s a work in progress and provides practical next steps”
enable.me client
“Dealing with finance's can be quite confronting, but Liz was open, honest, straight to the point and made us feel so comfortable”
enable.me client
“We feel so comfortable and relaxed talking about our plan. We feel confident we will do this, knowing you’re beside us every step of the way.”
Shelley Palman's client, Auckland North Shore
“We come away from each meeting feeling very motivated & excited to put our action plan into place & reap the benefits.”
Shelley Palman's client, Auckland North Shore
“Working with you has allowed me to get my life to a place where I’m happy, in control, and 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
“You listened – I shared some very personal information and I felt supported”
Sarah Bayley's client, Canterbury
“I like the way she guides me to empower myself”
Sarah Bayley's client, Canterbury
“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 gave me confidence in where I can get to in the future”
Sarah Bayley's client, Canterbury
"When you said our retirement plan could be fine if we stay the course, it meant the world to us. Retirement has always been one of those things that tends to get put on the back burner and neglected until it's too late."
Karen Beckham's client
“Ray is so easy to talk to”
Ray McKeown's client, Auckland Central
“Always amazing! I walk out of the office feeling hugely inspired after every appointment.”
enable.me client
“Lisa has such a positive and reassuring approach”
Lisa Butler 's client, Wellington
“I respected the thoroughness of Dianne’s questions and the fact I never felt judged”
Dianne Barlow's client, Auckland South & East
“Dianne really knows her stuff and we have confidence that she walks the talk!”
Dianne Barlow's client, Auckland South & East
“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
“Corrie-Ann is very real and easy to deal with”
Corrie-Ann Jones's client, Auckland Central
“Your professional and caring manner has “enabled me” to gather the strength to finally take charge of the family finances”
Corrie-Ann Jones's client, Auckland Central
“Corrie-Ann is so helpful and professional in her approach showing genuine concern to achieve the best outcomes”
Corrie-Ann Jones's client, Auckland Central
“Your generous support both with our finances and my personal challenges has been incredible”
Corrie-Ann Jones's client, Auckland Central
“I liked how knowledgeable and professional Alisha was. She listened and wasn’t judgemental”
Alisha Brady's client, Bay Of Plenty
“In what is just over two years, I have doubled my personal wealth and have two investment properties. We are now working on being financially sorted until the end of my days”
enable.me client
“In what is just over two years, I have doubled my personal wealth and have two investment properties. We are now working on being financially sorted until the end of my days”
enable.me client
“enable.me helped me realise I could do more to make sure my future is financially secure, and that retirement is not something to fear”
enable.me client
“Great to have someone knowledgeable to bounce ideas off regarding property investment. It’s also really good to have support, ensuring we get ahead and really pay off the mortgage quickly.”
enable.me client
“enable.me helped me realise I could do more to make sure my future is financially secure, and that retirement is not something to fear”
enable.me client
“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
"We loved how comfortable we were talking with Alisha about our finances. She made it easy for us to see some direction – and that was just the first meeting!"
Alisha Brady's client, Bay Of Plenty
"I can’t believe how far I have come in getting on top of my finances and making better decisions….Knowledge is power! The disciplines you taught me will stay with me for life"
enable.me client
Book a consultation

The latest news

The latest news, ideas, and insights to help you make the most of your finances.

Visit the blog
horizontal-yellow-dots