The financial pillars pillars help you focus your finances to get ahead – fast.


What are financial pillars?

The financial pillars each align with a particular stage along your financial journey.


If you’re just starting out and looking to get your debt in check, or better understand how to manage your cashflow to reach your financial goals, then Managing Your Finances might have the programme for you.


Meanwhile, if you’re ready to build upon your financial foundations and create an investment strategy that boosts your financial position, then Growing Your Wealth is where you’ll want to start.


Finally, if you’re looking to future proof your finances so you can live comfortably in retirement, check out the Preparing for Retirement pillar programme.

Identifying which pillar you fit into means your coach can select the most suitable programme for you and build a strategy that reflects your current situation and sets you up for financial success no matter at what stage of the journey you’re at.

How the financial pillars help you’s financial pillars are designed to help you reach your financial potential.

Each pillar focuses on one stage of your financial journey and helps you achieve a particular financial goal. They build onto each other, so you’re setting the foundations for long-lasting financial success no matter where you start.

The pillar is further broken down into programmes that form the blueprint for helping you achieve your financial goals. Whether you’re trying to get control of your finances, grow your wealth, or get your finances set ahead of retirement, our programmes will help get you there.

How can we help?

At each life stage, you’ll have a different financial goal. Learn more about each of the financial pillars and the programmes included, and see how an coach can help you.

Managing your finances
Managing your finances

Build your financial foundation

Managing your Finances is all about taking control of where you’re spending your money, paying down debt, and getting you on the right track towards financial stability.

Is this right for you?

You have plenty of goals of what you’d like to do with your money, but you’re not quite sure how you’ll manage to achieve them. You may be trying to get yourself out of debt, pay down your mortgage faster, or you may still be trying to figure out how you’ll be able to afford your first home. If any of that sounds like you, you’re in the right place.

Find the programme that will help you reach your goals:

Find your focus

Here, you’ll build the foundation for financial success by getting in control of your finances and achieving your financial goals.

Mortgage killer

Get help to pay off your mortgage faster to save thousands in interest and have money to direct towards growing your wealth and preparing for your future.

Growing your wealth
Growing your wealth

Set the stage for future success

You’ve got control of your finances. Now, you want to grow your wealth so you can make the choices you want about how you live your life today, and into the future.

Is this right for you?

You own your own home and want to look at how you can leverage the equity you’ve built to get ahead. You may be interested in putting together a property investment portfolio or see how investing in managed funds can help you build a secure financial future. Sound like you? Read on.

Find the programmes that suit you:

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 in both property and managed funds to secure financial security and freedom of choice.

Preparing for retirement
Preparing for retirement

Secure a comfortable retirement

If retirement feels a little closer than you might like, now’s the time to start preparing.

Is this right for you?

You’re mortgage-free and retirement is fast approaching. So, you’re looking at where you can direct your money to ensure you’ll have enough to enjoy your life when you’re no longer earning. You might also be looking at how you can support your family and set them up for their own financial success.

Here's the programme for you:

Future ready

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

The benefits of working with


Think big? Get help from our financial coaches today!

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