Live the life you want in retirement

Put the right plan in place today, so you can retire in style tomorrow.


Ready. Set. Retirement.


Retirement feels like it’s fast approaching. And, while you’re comfortable now, you’re starting to wonder if it will be enough to see you through your retirement, or whether you’ll need to keep working beyond 65.

At, our coaches can help you understand your short- to long-term options and help create an investment strategy that generates enough wealth to last you through retirement. And, if you want to leave something for the kids or beneficiaries, they can help with that too.

The building blocks for retirement planning

Our approach to preparing for retirement looks at all the elements of your financial plan. It includes focusing on your money habits and cashflow foundations to positively influence your retirement outcomes.

Your money habits

Money psychology

Wealth mindset

Setting financial strategy

Managing your finances

Cashflow management

Debt repayment

Mortgage repayment

Insurance & risk advice

Preparing for retirement


Retirement planning

Wealth planning

Investment planning

Estate and succession planning

Wealth decumulation

Benefits of preparing for retirement with an coach

At we want to help you create enough wealth to maintain your lifestyle in the future, and leave behind a lasting legacy.

So, we:

Explore the factors that will influence the age at which you will retire

Account for downsizing and KiwiSaver to contribute to retirement, but acknowledge they won’t provide all the funds you’ll need

Know that you’ll require different levels of cashflow at various stages of your retirement

Put in place a plan that factors in inflation and market volatility, and guide you towards a diverse investment portfolio to help minimise impact

Help create intergenerational wealth, and put a plan in place to pass on wealth to beneficiaries

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
“I was energised by the potential that Hannah was able to unlock”
Hannah McQueen's client, Auckland Central
“I thought I was pretty good, but there is no way we could have achieved what we have done with you”.
Hannah McQueen's client, Auckland Central