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.

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.

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.

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.

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.

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.

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.

The benefits of working with enable.me

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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