Growing your wealth

Establish financial security and freedom of choice for your lifestyle today and into the future.


Time to take your finances to the next level


You’re earning well and are in control of your finances. Now it’s time to funnel the cash surplus you’ve built into something that will provide greater returns – without jeopardising the financial security you’ve established for yourself.

At, our coaches can provide tailored advice on the best strategy to suit your needs. Whether you’re looking to grow your wealth through property investing or developing a fully diversified investment strategy, they can build a plan to help you prepare for the future.

The building blocks for growing wealth

Our approach to growing wealth looks at all elements of your financial plan, including building the right foundation around your money habits and financial management to unlock growth opportunities.

Your money habits

Money psychology

Wealth mindset

Setting financial strategy

Managing your finances

Cashflow management

Debt repayment

Mortgage repayment

Growing your wealth



Retirement cashflow projections

Wealth planning

Property investment

Investment planning

Benefits of growing your wealth with the help of an coach

At we want to help you create financial freedom so you can spend more time doing the things you love.

So, we:

Help identify your personal goals and the money you’ll need to achieve them

Work with you to project future cashflow needs and estimate how much money you need to grow to meet them

Determine the pace at which you’ll be drawing on your retirement savings to inform investment time frames and plan to deliver growth and cashflow certainty

Determine your options to accelerate wealth creation

Create an investment strategy that is diversified across property and liquid investments to minimise market volatility and benefit from leverage

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