Katie Wesney Financial Adviser and enable.me Coach Profile

Head Strategic Coach

Bachelor of Commerce (Accounting & Commercial Law) | Bachelor of Arts | Chartered Accountant | Qualified Financial Adviser

Contact Katie Wesney
Phone: 0800 897 898
Location: Auckland - Takapuna | Online

Katie Wesney

SEE ME TO TALK ABOUT:

  • Paying your mortgage off faster
  • Growing your wealth
  • Getting ambitious with your financial strategy
  • Mastering property investment fundamentals
  • Preparing for retirement

FINANCIAL ADVISER & HEAD STRATEGIC COACH:

With over 25 years of financial expertise spanning three continents, Katie brings strategic thinking and practical wisdom to her role as enable.me’s Head Coach.

A chartered accountant and qualified financial adviser, Katie honed her skills at a Big 4 firm in New Zealand and the US. She expanded her global perspective through roles in investment banking and telecommunications in London before building and successfully selling her own seven-figure business in New Zealand.

Through her experience as a business owner, Katie has first-hand experience of the challenges of balancing a commercially viable business while providing financial well-being for her team.

As an active investor with a portfolio of investment properties, Katie practices what she preaches. What truly sets her apart is her ability to translate complex financial concepts into actionable strategies that transform lives. Her clients consistently praise her blend of sharp intelligence and genuine empathy – their only regret? Not meeting her sooner.

Beyond her coaching practice, Katie is a respected media commentator, regular columnist, and sought after speaker who has delivered engaging financial wellbeing seminars to hundreds of businesses and the public.

A proud mother of three teenagers, Katie combines real-world wisdom with professional excellence, making her exactly the kind of financial coach you’d recommend to those who matter most in your life.

WHAT KATIE’S CLIENTS SAY ABOUT WORKING WITH HER:

  • “Katie is fantastic, focused on what we can achieve & has really made us understand how our money can work for us.”
  • “Everything was broken down so it was easy to understand. Katie didn’t make us feel judged by our situation, she actually made me feel like we could change a situation easily, with her guidance and expertise. I’m excited to crack on and get our finances sorted.”
  • “Katie was encouraging whilst honest and left us both with a sense of optimism for the future.”
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