Christmas shutdown: Please note the office will be closed over the holidays from Friday 22nd of December until Monday 8th January 2023. Any enquiries during this time will be responded to upon our team’s return. Meri Kirihimete.

Take charge of your finances

Gain greater control of your money and live the life you want with the help of


Build the foundation for financial success

Do you know how your money habits impact your ability to create a cash surplus? Or, if you have a cash surplus, how you could direct that money towards debt repayment and growing your wealth?

At, our financial coaches can help you build a plan for managing your finances that gives you greater control and more choices. This plan then sets the foundation for growing your wealth and achieving greater financial stability – today and into the future.

Ready to take charge of your finances?

Gaining control of your finances

Our comprehensive approach to managing finances looks at all elements of your plan but focuses on your money habits and financial foundations.

Your money habits

Money psychology

Wealth mindset

Setting financial strategy

Managing your finances

Cashflow management

Debt repayment

Mortgage repayment

Insurance & risk advice

Benefits of managing your finances with the help of an coach

At we recognise that good financial management is the foundation for growing wealth and preparing for your future.
So, we:

Help you uncover the goals that matter most to you, and identify which to focus on for the greatest returns

Help you understand your money habits and determine the strategy best suited to your goals, opportunities and challenges

Use real-time data to determine your cash flow requirements

Create a dynamic plan that can be adjusted based on economic and personal circumstances while continuing to maximise success

Model the impact of different options to enhance decision making

Look at how you could make additional savings to redirect towards debt reduction or mortgage repayment to build equity

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

"Paul Cho always explains his advice in terms I can understand. He created an environment and rapport where he’s able to challenge me to look critically at my spending habits, goals and previously held beliefs of what might be possible. I have much greater financial literacy, and feel much more financially empowered and motivated since working with Paul."
Paul Cho's client
"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."
Elizabeth Blake's client
"We have been amazed at what a difference restructuring our banking has made to paying our mortgage off quicker."
Nadine Higgins' client
"Roger is just fabulous! He listens to us and has our end goals at heart. We would not be in the position of having options if it wasn’t for Roger and the team. Best decision and investment we have ever made. Thank you."
Roger Swift's client
" 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."
Alisha Brady's client
"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."
Kristin Sutherland's client
"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."
Kristin Sutherland's client
"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."
Hannah McQueen's client
"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!"
Justin Gauci's client