Building
Financial
Freedom
Plan

In your wealth-building years, you need a plan that covers every aspect of how your money moves and the opportunities this creates.

Ideally suited for executives and business owners or individual investors, the Building Financial Freedom Plan runs on autopilot, so you can focus on your career and life.

From $2,500 one-off plan fee, plus $50/month ongoing support.

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Strategies

  • Cash flow and budget review

  • KiwiSaver fund and contribution rate optimisation

  • Investment strategy outside KiwiSaver

  • Personal insurance review

  • Mortgage structure review

  • Will, EPOA, and estate basics check

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How we work with you

1

Initial Consultation – 30 min

A relaxed chat to hear your thoughts and questions. No cost, no commitment.

2

Discovery – up to 2 hours

We discuss your goals, finances and concerns. The deeper our understanding, the better our advice.

3

Research & Analysis – 2 weeks

We find opportunities in your current assets, debt, cash flow, investments, insurance, KiwiSaver, business and tax.

4

Recommendation – 2 hours

We walk you through the plan that suits you best, ensuring you understand everything.

5

Implementation

Once you’re happy, we sort the details, bring in other specialists if needed and keep you updated.

6

Ongoing Support

We meet regularly to review your plan and make sure it’s working for you.

 

Learn more about our approach →

Speak to us about how we can precisely tailor this plan to you

Let's get talking