FUTURE READY
Get ahead of your retirement
Be on track to retire with confidence knowing you’ll have enough money to continue living the life to which you’ve become accustomed.
Live the life you want in retirement
An enable.me coach can help you estimate what you’ll need in retirement and the best strategy for managing your wealth. Saving for retirement might seem like a daunting task, but it doesn’t have to be.
What your coach will focus in to get you ready for retirement
Money habits
Identify your spending habits, work to develop a wealth mindset and set a financial strategy to help you meet your financial goals.
MANAGING YOUR FINANCES
Understand current areas of spending and fritter and establish systems to better manage expenses and maximise cash surplus.
PREPARING FOR RETIREMENT
Estimate future cash flow requirements, the phasing of retirement cash requirements and the impact on your wealth management plan.
Estimate what you’ll have saved by retirement and determine the appropriate split between property and non-property assets to grow wealth.
Assess how managed funds could be used to grow your wealth, review current investments, and create an investment plan for your retirement that considers your risk profile and preferences.
Discuss how to protect your assets and establish how and when you would like to distribute wealth to your intended beneficiaries.
Plan how you will draw down your capital to provide an income for your retirement and help you understand the phases of retirement spending.
Quarterly progress meetings and ongoing check-ins to review progress, troubleshoot problems and refine your plan to ensure it remains fit for purpose.
The benefits of working with enable.me
Achieve better results with an experienced coach who’s on your side.
We have plans suitable for all life stages
Tactical plans that are driven by data
An experienced team who can help no matter your financial need: wealth planning, investing, property, and mortgage
Diverse investment approach for a more secure financial future
Achieve better results with an experienced coach who’s on your side.
We have plans suitable for all life stages
Tactical plans that are driven by data
An experienced team who can help no matter your financial need: wealth planning, investing, property, and mortgage
Diverse investment approach for a more secure financial future
Think big? Get help from our financial coaches today!
If you want to get started, get ahead, or get ready for retirement – we can help create the plan that gets you there. You can secure your initial financial consultation for just $249 (valued at $400).
Hear what our clients have to say about their experience with enable.me
The latest news
The latest news, ideas, and insights to help you make the most of your finances.
Client Mortgage Success Stories with enable.me
Everyone's financial journey is unique, but the common thread among many successful stories is the right guidance and support. At enable.me, we’ve helped countless individuals…
Options if You’re Struggling with Your Mortgage
Options if You’re Struggling with Your Mortgage Higher interest rates can be a painful adjustment, but if you’re struggling with your mortgage there are options…
Elevate Your Financial Future with enable.me Coaches
The enable.me coaches don’t work in generating sales, they work in generating success – below you’ll hear insights from a few of our coaching
The Transformative Power of Financial Coaching: Stories of Triumph
Every day, the team at enable.me witness incredible transformations in our clients’ mindsets, financial goals, and wealth accumulation, made possible by the dedicated guidance of…
Debunking Financial Coaching Myths and Misconceptions
A financial coach doesn't solely advise on your finances. They serve as mentors, confidants, and strategists, aligning your aspirations with a personalised roadmap for
Be kind to yourself and your finances this festive season
The holiday season is one of the most exciting times of the year, but for some it can also bring with it feelings of
A strategic approach to paying off your mortgage faster
Learn why it’s important you take a strategic approach to paying off your mortgage faster.
Is now a good time to sell your shares portfolio?
As Kiwis we're not huge fans of asking for help – especially when it comes to our finances. The problem is that the financial
Why financial success is a team sport
As Kiwis we're not huge fans of asking for help – especially when it comes to our finances. The problem is that the financial
Crushing financial goals together – how to get on the same page with your partner
Discussing finances with your partner is seldom easy, but broaching this taboo subject can be highly beneficial. Here's how
