Financial coaching
Get on top of your money with a plan that fits your life. We help you understand where you are now, set clear goals and build simple habits to reach them.
Our financial coaching is free. A session usually takes about 2 hours, in person at our Papakura office or online, and we follow up at three months to see how you're going.
What we cover
- Where you are now. Your income, spending, debts and savings, so you have a clear picture.
- Your goals. What matters to you, short and long term. For couples, we help you get on the same page.
- Habits that stick. Small, realistic changes that move you towards your goals.
- Paying off debt. A plan to clear your debt and stay out of it.
- KiwiSaver and insurance. A check that your KiwiSaver suits your goals and your insurance protects what you're building.
Who it's for
Anyone who wants to feel more in control of their money. Young families, couples, first home savers, or anyone who feels stuck with debt or isn't sure where their pay goes each week.
Is it really free?
Yes. There's no cost and no obligation, and we won't push you into anything. If you'd like personal advice on your KiwiSaver or insurance, we'll explain our advice process and give you our disclosure information before we start.
Four simple steps
Book a time
Call, email or send us your details and we'll find a time that suits you.
Your session
About 2 hours, in person in Papakura or online. We look at where you are and where you want to be.
Your plan
You leave with clear goals and simple next steps you can start on straight away.
Three-month check-in
We catch up at month three to see your progress and adjust the plan if needed.
Working with Papakura Budgeting Service
If you need more support than we can provide or if you feel we may not be the best fit for you, we may refer you to the very experienced a welcoming team at Papakura Budgeting Service, with your permission.
We only share your details if you say so.
How much does financial coaching cost?
Nothing. Our coaching sessions are free, with no obligation.
How long is a session?
Usually about 2 hours. We follow up at three months to check in on your progress.
Can we meet online?
Yes. We can meet in person at our Papakura office or online, whichever suits you.
Can my partner come too?
Yes, and we encourage it. Getting on the same page about your goals is one of the most useful parts of coaching.
What should I bring?
It helps to have a rough idea of your income, regular bills, debts and your latest KiwiSaver statement. Don't worry if you don't have everything. We can work it out together.
Book your free coaching session
Leave your details and Kyle will be in touch within one working day. No cost and no obligation.
Book a free session