Book a consultation
Get started on your journey to financial success with a professional financial adviser from enable.me. As part of this pilot you will receive a complimentary initial consultation (valued at $400). The cost of the program is $699 (valued at $1399).
This initial 45-90 min one-on-one session with a qualified expert, independent financial adviser will depend on the complexity of your financial situation. At the end of this session, you’ll know what’s needed to increase your odds of financial success.
*By filling out this form you are consenting to be contacted by enable.me about this eBook and our services.
What’s included in my consultation?
We all start our financial journey at different stages. We have different tendencies, wealth levels, timeframes, and ambitions. No matter where you’re starting out and where you want to end up, enable.me can help.
Your initial consultation with an enable.me financial adviser is designed to get a better understanding of where you are now and what your financial goals are to see how we can support you on this journey. It’s split into four parts.
Part 1: Diagnosing your situation
We start by understanding your money story, your money values, and your current money mindset. We assess your financial strengths and tendencies, the areas you need to work on, and your areas of opportunity.
We’ll look at what your own, owe, earn, spend, and save. If you have a mortgage, we look at the speed at which you’re currently repaying it, and whether there is room to improve this. If you have investments – whether in property, shares, or managed funds – we look to understand the story behind those investment decisions, before assessing if they remain ‘fit for purpose’.
Knowing all this helps us diagnose your starting point and wealth position.
Part 2: Analysing the opportunities
Once we have a good idea of your current financial performance, we will benchmark this against where it needs to be for you to reach your financial goals.
We will show you your current ‘financial default’ – where you would likely end up if you don’t make any changes, and whether your current efforts are enough to achieve your financial goals and unlock your full wealth potential.
We will identify areas of inefficiencies (or fritter) and overlay our proven methodologies for saving more and repaying your mortgage faster (if applicable) to see where baseline improvements can be made.
Then we consider your wealth plan, and whether your money is working hard enough to ensure you are on track to retire on your terms.
Ultimately – we identify the key problem you’re trying to solve, and the actions you can take to improve your situation.
Part 3: Recommendation
Once we know where you’re at and what you could be capable of achieving, we’ll show you
- how you could be working smarter,
- how you could make your money work harder
- what you should be doing to maximise the probability of success
- the sequence of actions needed to create the biggest impact, and
- how every decision your make affects your ability to meet your financial goals.
We’ll discuss a high-level game plan for what you need to do and when to achieve your financial goals. Depending on your situation we’ll also show you a projected mortgage repayment target, what you need to save for retirement, and your options for growing wealth fast and closing a retirement gap.
Part 4: Share what happens next
Once we know where you’re at now, where you want to be, and how we can help you get there faster, we’ll give you a rough outline of what the next 12 months will look like when you sign up for an enable.me programme. Depending on your overall situation, you may require a quick ‘tune up’ or a more intensive programme of support to unlock your potential faster.
We’ll send a summary email outlining what’s been discussed and our programme recommendation.
Once you’ve signed the dotted line, we can get started on helping you secure your financial future.
The latest news
The latest news, ideas, and insights to help you make the most of your finances.
Success Won’t Wait: Start Now and Thrive in 2025
As the year wraps up, it’s natural to reflect. We think about the wins, the setbacks, and the “if only” moments. If you’ve ever caught…
What 2024 Taught Us About Thriving Financially
What 2024 Taught Us About Thriving Financially As 2024 comes to a close, we’re reflecting on the year that was – the lessons, the challenges,…
Busting The Top 5 Myths About Financial Coaching
Often when we hear someone talk about financial coaching, there’s confusion about exactly what it is and who it’s for. Many people assume financial advice…
Thinking of Moving Overseas to Get Ahead? Here’s What You Need to Know First
Author: Justin Gauci – enable.me coach and financial adviser With more Kiwis than ever packing up and heading offshore, especially to Australia, it’s clear
Client Mortgage Success Stories with enable.me
Everyone's financial journey is unique, but the common thread among many successful stories is the right guidance and support. At enable.me, we’ve helped countless individuals…
Options if You’re Struggling with Your Mortgage
Options if You’re Struggling with Your Mortgage Higher interest rates can be a painful adjustment, but if you’re struggling with your mortgage there are options…
Elevate Your Financial Future with enable.me Coaches
The enable.me coaches don’t work in generating sales, they work in generating success – below you’ll hear insights from a few of our coaching
The Transformative Power of Financial Coaching: Stories of Triumph
Every day, the team at enable.me witness incredible transformations in our clients’ mindsets, financial goals, and wealth accumulation, made possible by the dedicated guidance of…
Debunking Financial Coaching Myths and Misconceptions
A financial coach doesn't solely advise on your finances. They serve as mentors, confidants, and strategists, aligning your aspirations with a personalised roadmap for
Be kind to yourself and your finances this festive season
The holiday season is one of the most exciting times of the year, but for some it can also bring with it feelings of