Investing can feel overwhelming when you’re already juggling a busy life. Most people either freeze and do nothing, or make a decision based on information which isn't relevant to them or their situation.

Financial advice with Mary gives you something different: clarity.

You walk away knowing exactly what your money should be doing and why.

Who Financial Advice is for

• People who are early-to-mid career and actively building savings

• People who are approaching a KiwiSaver decision; a fund switch or first home withdrawal

• People who are sitting on a lump sum from a bonus, inheritance or property sale

• People who are returning to investing after a pause

• People who need a second opinion before committing to something a partner or adviser has proposed

What you walk away with

A formal Statement of Advice in plain language, tailored to your specific financial situation covering what Mary recommends, the reasoning behind it and how to put it into action.

How it works

Financial advice with Mary usually takes 2–4 meetings over 2–4 weeks.

The first conversation is free.

From there, the process follows six steps: she learns about your situation, researches your options and delivers a recommendation that’s backed by analysis, not gut instinct.

Investment: From $1,500

Click the link below to see if Financial Advice is right for you.