“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 is fantastic, focused on what we can achieve & has really made us understand how our money can work for us”
“Professional, expert, non-judgemental, friendly, understanding – the whole package!"
Bachelor of Commerce (Accounting & Commercial Law)
Bachelor of Arts
Katie Wesney brings intelligence and empathy to her role as an enable.me strategic financial coach – not to mention the energy of a category-5 hurricane!
She prides herself on always being the hardest worker in the room – and when she applies that work ethic to your financial situation, there will be no stopping you.
A Chartered Accountant, financial advisor and businessowner, Katie has more than 20 years of experience working in New Zealand, Europe, and the US - across, accounting, investment banking and consulting firms.
But it’s in changing the lives of Kiwis where Katie has found her calling – she loves working with people from all walks of life to help them unlock their financial potential.
It’s no exaggeration to say Katie’s clients wax lyrical about her. If they have one complaint, it’s that they would have like to have met her 10 years earlier!
Katie strives to be the kind of financial coach you’d recommend to all your nearest and dearest – and that’s exactly what her clients do.
“Working with you has allowed me to get my life to a place where I'm happy, in control, and in a job that’s paying me what I’m worth. Wonderful, unexpected side effects to sorting my finances out.”
“We come away from each meeting feeling very motivated and excited to put our action plan into place and reap the benefits.”
“We feel so comfortable and relaxed talking about our plan. We feel confident we will do this, knowing you’re beside us every step of the way.”
Shelley does not mince her words – and that approach is one of the many things her clients love about her!
She’s genuine, direct, and helps her clients achieve their financial potential by not only providing great advice, but a healthy dose of accountability.
A background in corporate insolvency has given her an insight into what happens when it all goes wrong – and by contrast, now relishes the positive impact she has on people’s lives.
She loves seeing the penny drop for a client, when they realise their plan is taking them where they need to go.
Shelley forges great relationships with her clients - they know she genuinely cares, will always do her best for them, and will be on the journey alongside them.
The number one thing Shelley wants to hear you say is “I recommend you to all my friends” – praise she hears often.
“Great to have someone knowledgeable to bounce ideas off regarding property investment. It’s also really good to have support, ensuring we get ahead and really pay off the mortgage quickly”.
“Absolutely perfect meeting with Reta. She understood where things are at with us and was extremely helpful and professional”.
“Reta provides great, clear communication, she’s easy to talk to, relaxed but professional”.
Diploma in Business
After 15 years spent increasing people’s debt loads through her work in the banking industry, Reta relishes now being able to help people do the opposite and get out of debt faster.
That background makes her a client’s secret weapon when navigating the challenges of dealing with the banks.
A safe and reliable pair of hands, Reta prides herself on understanding the intricacies of a client’s situation and establishing a great relationship, so she can go with them on the journey.
She also loves the challenge of helping her clients stick to their plan and nail their goals, by providing a healthy dose of accountability!
Reta loves the mix of beaches, bush walks, and community that the North Shore has to offer, but also feels lucky to be able to take her three kids back to the farm where she grew up to experience rural life.
Bachelor of Commerce
Matt is an experienced Chartered Accountant with a skillset derived from over 20 years operating in strategic roles across FMCG, property, manufacturing, banking, retail, and fashion sectors.
Matt is driven by a strong desire to give back and share his knowledge and experience to help others succeed and this led him into coaching.
He loves the art of big picture goal setting, then breaking this down into the achievable steps required to get the requisite outcome.
Matt has a rare ability to understand his clients’ needs and work with them to tailor a unique strategy that marries their personal and financial aspirations.
Matt brings positivity, inspiration and commitment paired with a healthy dose of pragmatism and fun to any engagement.
He loves his home on the North Shore for its proximity to the beach and the ability to enjoy activities in or on the water. Despite this he remains a firm Crusaders fan - which we won’t hold against him.
“I feel very taken care of and that I am safe in your expert hands”.
“Rosalind is very easy to talk with and deal with. It’s very good to be held accountable! We are definitely in a better financial position now than ever before.”
“Rosalind is very positive and encouraging, so makes us feel like we can do it!”
Bachelor of Arts
Master of Planning Practice (Honours)