informing your life and wealth
Financial Planning
When life gets busy with a growing family, a mortgage and major decisions stacking up, most people are making financial choices with only part of the picture to hand.
Mary’s Financial Planning service gives you a clear view of your whole financial position: assets, income, KiwiSaver, investments and the life events ahead all mapped in one place so every future decision has solid ground to stand on.
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Mid-life and family-building years: a growing family, a mortgage, blended finances with a partner
Approaching a major life decision; career change, property move, downsizing, or taking on caring responsibilities
Preparing for or navigating a shift in income; reduced hours, return to work, redundancy or a business change
Anyone who’s never had a full financial picture mapped in one place
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Financial planning with Mary typically takes 4–6 weeks from first conversation to delivered plan. The process includes an initial assessment, a data-gathering and mapping phase, a scenario-planning session, and a final plan walkthrough. The first conversation is always free.
From there, review is ongoing usually annually, or at the next major life change.
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A clear, integrated financial plan covering your full picture: assets, income, KiwiSaver, investments, and the life events ahead. A reliable foundation that replaces the anxiety of not knowing where we stand’ with an actual answer and a trusted planner to scenario-plan real decisions alongside you, whether that’s a career change, a property move, a shift in income, or timing your next big step.
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From $2,000 Integrated Holistic Financial Plan
How do we do it
Financial planning offerings
Sign up for a financial planning programme for individuals, couples, as:
An integral part of statement of advice or wealth plan
Combined with the financial independence coaching programme
Financial planning
Financial planning follows our process, and the programme is available by subscription or an upfront payment 12 months over:
4 months
12 months
Click the link below to book a complimentary consultation with Mary