Exit Plan
Exit Plan
Our financial advisers ofter act as coaches for many Kiwis. Our mentoring program is designed to educate you and empower you to start making Smarter Financial Decisions.
Financial Coaching
Personal financial education is not something just anyone can deliver. The majority of providers are very good at providing financial information yet have little experience or training in providing financial education.
We meet with you one to one to help gain skills on how to become financially fit, we cut the jargon so you understand what it all really means and we bust the myths around money, budgeting and investing.
We’ll help in the following areas:
Building emergency savings
Simplifying your budget
Understanding retirement contributions and how KiwiSaver really works
Credit card, student loan and consumable debt pay down strategies
Custom goals, like home buying and adventures
Building good money habits and breaking bad ones
The back-up plan – no surprises!
This advice will be tailored to your needs and you’ll be able to point your adviser in the right direction in terms of the advice you need.