Supporting your teams to get financially fit in the workplace
Access resources like the Building Financial Fitness webinar & a discounted consultation with an enable.me financial coach. Complete the form below to get a discounted consultation for just $150 (usually $400)
Financial Wellness Webinar Sessions for COMPANY
BUILDING YOUR FINANCIAL FITNESS WITH ENABLE.ME
DATE – TIME
83% of us are stressed about our finances. 83%!
THIS WEBINAR COVERS
- 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
DEALING WITH SHORT-TERM DEBT & BUILDING A CASH SURPLUS
DATE – TIME
Tips for getting your short-term debt under control and building a cash surplus.
FROM PAYING INTEREST TO EARNING INTEREST
- How short-term debt can become a longterm problem
- How we’re being tricked into short-term debt
- The best ways to start digging your way out
- The new habits to have to stay on top
- The benefits of building a cash surplus
- Where that cash surplus may be hiding out
- How to make your surplus grow
PAY DOWN YOUR MORTGAGE FASTER
DATE – TIME
The banks want you to take 30 years to pay off your mortgage. Here’s what to do instead.
TIME TO TAKE YOUR HOUSE BACK FROM THE BANK
- What mortgages are like today
- Working with rising interest rates
- Approaches for paying it off faster
- Various mortgage types – explained
- The benefits of shopping around
- How paying it off faster will save you $$
NAVIGATING THE INVESTMENT LANDSCAPE
DATE – TIME
The options can seem overwhelming – what you need to know before you start investing your hard-earned cash.
BUILDING KNOWLEDGE TO INVEST WELL
- Where to start
- Risk vs return
- Your risk profile
- Repay debt or invest first?
- Understanding leveraging
- The role of diversification
- Having the right people in your corner
RAISING FINANCIALLY INDEPENDENT KIDS
DATE – TIME
Raising financially healthy kids so they can flourish (not drain your retirement funds!).
TEACHING HEALTHY MONEY HABITS
- When to start?
- Should you pay pocket money?
- Learning to budget
- Ways to get your kids to practice money management
- AfterPay – valuable lesson or dangerous precedent?
- Turning passions into cash
GETTING RETIREMENT READY
DATE – TIME
Defining what retirement looks like and how to set yourself up with enough money to fund yours.
KEY STEPS TO PREPARE FOR RETIREMENT
- What does retirement cost? The research
- How far does the pension go?
- How to estimate what you’ll need for your retirement
- The role of KiwiSaver
- Calculating your retirement gap
- Options to grow wealth
- Diversification
GETTING ON THE PROPERTY LADDER
DATE – TIME
Getting together the deposit and qualifying for a mortgage can be huge hurdles on the road to buying a home.
TIPS TO GET ON THE PROPERTY LADDER
- The role of KiwiSaver
- Assistance you may be entitled to
- BoMaD – The Bank of Mum and Dad
- What you need to know about buying with friends or family members
- Debt-to-income rules to live by
- Should you buy a home or an investment property?
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.
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.
Find your focus
Build the foundation for financial success by getting in control of your finances and achieving your financial goals.
Master your mortgage
Pay off your mortgage faster to save thousands in interest and have money to direct towards growing your wealth.
Get ambitious
We’ll show you how you can become more ambitious and use leverage to meet your wealth growing goals.
Maximising momentum
Build momentum in your wealth journey with investments to secure financial security and freedom of choice.
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.
moneyfit.me Kickstarter
Understand money fundamentals in order to build better spending habits to pay off debt and create savings.
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."
"We have been amazed at what a difference restructuring our banking has made to paying our mortgage off quicker."
"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."
"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."
"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."
"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."
"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."
"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!"
"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."
"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!!"
"I appreciate that it's completely personalised to me and my circumstances, not a cookie cutter one size fits all."
"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!"
"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."
"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."
"Personalised, informative, scary but in a positive way. No hard sell, just facts & data."
"Felt that Katie interpreted exactly where I was at and what I needed. I felt heard."
"Loved how honest Shelley was. Have already made our first recommendation."
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!
“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!”
“Lisa was open and honest with us. She builds rapport quickly and effectively”
“Lisa is non-judgemental, very kind and has a real passion for helping people be the best they can be.”
“Professional, expert, non-judgemental, friendly, understanding – the whole package!”
“Katie is fantastic, focused on what we can achieve & has really made us understand how our money can work for us”
“Katie is brilliant to work with because she goes on the journey alongside you – she understands you & what will work best for your family”
“I can’t believe you got away with saying that to my partner!”
“I was energised by the potential that Hannah was able to unlock”
“I thought I was pretty good, but there is no way we could have achieved what we have done with you”.
“You empowered me to achieve something I never thought possible”
“When Covid hit, I knew we’d be OK because Liz has got us!”
“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”
“You gave me peace”
“Elizabeth is so fantastic; we feel really lucky to have her on our side”
“Ray was professional, but also laid back – which really helped our nerves!”
“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”
“Liz is so good at what she does! She helps me feel like it’s a work in progress and provides practical next steps”
“Dealing with finance's can be quite confronting, but Liz was open, honest, straight to the point and made us feel so comfortable”
“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.”
“We come away from each meeting feeling very motivated & excited to put our action plan into place & reap the benefits.”
“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.”
“You listened – I shared some very personal information and I felt supported”
“I like the way she guides me to empower myself”
“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 gave me confidence in where I can get to in the future”
"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."
“Ray is so easy to talk to”
“Always amazing! I walk out of the office feeling hugely inspired after every appointment.”
“Lisa has such a positive and reassuring approach”
“I respected the thoroughness of Dianne’s questions and the fact I never felt judged”
“Dianne really knows her stuff and we have confidence that she walks the talk!”
“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!”
“Corrie-Ann is very real and easy to deal with”
“Your professional and caring manner has “enabled me” to gather the strength to finally take charge of the family finances”
“Corrie-Ann is so helpful and professional in her approach showing genuine concern to achieve the best outcomes”
“Your generous support both with our finances and my personal challenges has been incredible”
“I liked how knowledgeable and professional Alisha was. She listened and wasn’t judgemental”
“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”
“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 helped me realise I could do more to make sure my future is financially secure, and that retirement is not something to fear”
“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 helped me realise I could do more to make sure my future is financially secure, and that retirement is not something to fear”
“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”
"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!"
"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"
The latest news
The latest news, ideas, and insights to help you make the most of your finances.
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