Specialist services to support your financial strategy

To support our core coaching services, we connect you with a range of specialists to support you through your financial journey and get you the best financial results.

Enquire now

Work with the best in business

To get the best financial results, it’s best to work with specialists. Whether you have an existing adviser that you work with, or not, we are experienced working with specialists throughout your financial journey. As enable.me is now part of AdviceFirst, it’s easier than ever to get help from expert KiwiSaver, Wealth and Insurance advisers to support your financial plan and protect your interests.
Furthermore, we can get you set up with specialist mortgage advisers from Squirrel, and investment property specialists at Momentum Realty, without any extra effort required from you.

KiwiSaver Reviews with AdviceFirst

Whether you’re working towards purchasing your first home or securing your dream retirement, it’s important that your KiwiSaver is working hard for you. 

AdviceFirst KiwiSaver experts will review your KiwiSaver to ensure you are invested in the right fund for your goals, life stage and appetite for risk, and they will provide reviews to ensure that if anything changes, your KiwiSaver is not forgotten.

Learn More

Personal Insurance with AdviceFirst

Safeguard your financial future through Personal Insurance. Our AdviceFirst team can help you choose the best insurance product to suit you, your family, and your financial commitments. 

They can also support you through the process of making a claim, ensuring a smooth experience from start to finish.

Learn More

Wealth Management Services with AdviceFirst

For investment options outside of KiwiSaver and property, an AdviceFirst wealth expert will work closely with you to review your existing portfolio or build a new investment portfolio based on your personal circumstances, investment objectives and risk appetite.

Learn More

Mortgage Support with Squirrel

Secure financing on your first home or investment property, or refinance your existing home with the help of an expert Squirrel mortgage adviser.

Working closely with your enable.me coach, they’ll secure the best mortgage solution for your needs and take care of all the hard work for you.

Learn More

Property Investments with Momentum Realty

Momentum Realty is a real estate agency with a specialised team of professionals that are here to help enable.me clients find their perfect investment property.

The team helps secure new build residential properties from a select number of vendor partners that meet strict enable.me investment criteria. Working closely with your enable.me coach, they provide a network of support services to make your property investment process seamless and stress-free.

Learn More

Footprint Digital Wills+ membership

If you want a say in who gets your assets, you’ll want a Will. A Will can also save time and money when it comes to settling your estate.

Create a legally valid online Will through Footprint with AdviceFirst’s Digital Wills+ membership. Easily bring your existing Will across or create a new one and keep it updated as your life changes.

Learn More
Enquire now

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

enable-me-white-logo-with-animated-dot

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

"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 enable.me team. Best decision and investment we have ever made. Thank you."
Roger Swift's client
"enable.me 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
"Having an independent person review our spending is helpful in regard to knowing what is normal or excessive. My husband is more likely to listen to our advisor than his wife."
Dianne Barlow's client
"enable.me has really helped me keep on track with my financial goals. We have a great relationship with our coach, who gives us amazing, honest advice and keeps us accountable. I believe without the help of enable.me we would not have purchased our first home. Thank you!!"
Corrie-Ann Jones' client
"I appreciate that it's completely personalised to me and my circumstances, not a cookie cutter one size fits all."
Nadine Higgins' client
"It's always a great experience talking to my financial coach, I tell my friends she's like a magician with money."
Karyn Grindlay's client
"We just need to tell you that Matt is amazing! He listens and we always get precise and honest guidance on our current financial situation and strategy for the future. We couldn't do without him. Thank you, Matt!"
Matt Buckeridge's client
"I liked the format from setting up the first meeting (and having the option to choose the person I wanted to meet with) to the follow through following the first meeting. The dialogue during the meeting itself was insightful and easily provided me with a strawman for how I could achieve my financial goals. I also did not understand how much of the heavy lifting would be done by the team for me. Hearing that was like being given a glass of cold water on a hot day."
Hannah McQueen's client
"I felt there was no judgment from the advisor I had my initial meeting with. She listened to me and by asking further questions was able to lead into deeper conversations. I also felt safe speaking with her and feel confident moving forward with what I want to achieve."
Lisa Butler's client
"Personalised, informative, scary but in a positive way. No hard sell, just facts & data."
Kristin Sutherland's client
"Felt that Katie interpreted exactly where I was at and what I needed. I felt heard."
Katie Wesney's client
"Loved how honest Shelley was. Have already made our first recommendation."
Shelley Palman's client
Thanks so much, Maylyn, for all your guidance this past year, helping us to have better understanding and take better control of our finances. It's been an amazing journey so far!
Maylyn's clients, Sian & Nino
“Being mortgage-free is a major milestone for us…There is absolutely no way we would have achieved this without the help of enable.me. 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!”
enable.me 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
“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 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
“You empowered me to achieve something I never thought possible”
Hannah McQueen's client, Auckland Central
“When Covid hit, I knew we’d be OK because Liz has got us!”
Elizabeth Blake's client, Auckland Central
“Your guidance has given us the confidence that we can make informed choices about things like changing careers, upgrading our home, and how long I can stay at home with our baby”
Elizabeth Blake's client, Auckland Central
“You gave me peace”
Elizabeth Blake's client, Auckland Central
“Elizabeth is so fantastic; we feel really lucky to have her on our side”
Elizabeth Blake's client, Auckland Central
“Ray was professional, but also laid back – which really helped our nerves!”
Ray McKeown's client, Auckland Central
“Importantly, we did not feel any judgement about our current financial situation. Ray clearly outlined what’s possible for us to achieve, and we’re confident that we will have the support to meet our goals. We should have done this years ago”
Ray McKeown's client, Auckland Central
“I liked that Ngaire didn’t pass judgement. She made me feel very proud of my achievements and that I’m on the right path to success”
Ngaire Peek's client, Southland
“I really enjoyed the process of learning with Ngaire and I’m very excited to see how I go within the next 12 months”
Ngaire Peek's client, Southland
“Liz is so good at what she does! She helps me feel like it’s a work in progress and provides practical next steps”
enable.me client