Consultations

Money is not everything, but it’s right up there with oxygen!

Have you heard this saying before?  It is, of course, very true.  Money buys you the freedom to choose.  Most people who come to see me really just want more money so they can do what they want, when they want and how they want.

The fact is most people don’t use their money effectively. Whether you are concerned about your retirement or just living a better lifestyle right now, you’ll be amazed at what a difference the right financial guidance can make. Not only can it save you thousands of dollars, knowing you’re on the right financial path can dramatically decrease your stress levels.

I offer one-on-one consultations that help you build a solid financial base and determine a clear strategy to build and maintain your wealth.  It’s not just about how much you earn, rather how much you keep and most importantly, what you do with that money.

I have been working with people to eliminate their financial worries and build their wealth for almost two decades.  If you’re looking for competent financial guidance from someone who’s created a financially free lifestyle for herself – not just read about it in books – then contact me today.

Consultations are $375+ GST and are provided by telephone, Zoom (similar to skype), or face to face depending on your location.

This very much depends on your personal situation and the outcomes you wish to achieve.  While each consultation is different I will always check that you have the correct financial foundations in place as it’s often the basics that people miss.  My skills are about identifying what each individual wants to achieve and giving them some direction and clarity about how to achieve it.

After you book a consultation I will email you a comprehensive questionnaire for you to complete before the consultation.  By fully completing this, we attain a better background of your personal circumstances and can give you the guidance you need more quickly. Our consultations are an hour and are held face to face in Auckland City or via phone/Zoom (similar to skype).  Most people will have some very clear direction after one consultation.  However, some people may be dealing with more complex issues that require further guidance and we will discuss that at the time. 

We use it for a number of reasons: 

  • It provides us a comprehensive background on your current situation and goals. 
  • It helps you think about what you want to talk to us about.  Many of our clients have said they have had their money’s worth from just completing it. 
  • It enables us to get a lot more achieved in our consultation than if we asked the questions during the consultation. 

It’s really up to you and your needs. Many people call me when they have a life change or are facing a big financial decision, or just check in every year or two to make sure they are still on track with their overall financial goals.

I have been in the industry for almost two decades and have seen pretty much any type of person and situation you can imagine.  My clients range from people deep in debt to those with large investment portfolios and just about everything in between. The best way to find out if I can help is to get in contact because if I can’t I can probably point you in the direction of someone who can.

The advice that we give is general in nature and is more about providing you a financial sounding board, helping you with your financial strategy and giving you some guidance on your overall financial position.  We do not provide advice on whether you should enter into or exit specific investment products (e.g. shares or funds), insurance policies or loans and we do not prepare regulated investment plans.  We can refer you onto a number of specialists as and if required.

Property Investment Consultation

Direct property investing has become a boom industry as people follow their dreams of retiring rich to sit on the beach and drink Pina coladas. However, most property investors realise very quickly this is not exactly how it works.

The problem with most investing is people get too tied up in the latest and greatest investing tactics. They forget to take a look at their overall investment strategy and how this fits in with their lifestyle goals. While one investment tactic might have created fantastic results for someone else, that doesn’t mean it’ll do the same for you.

I have been teaching people about property investment for many years. I’m the author of The New Zealand Property Guide and the co- author of Create Wealth – the complete guide to property investment in NZ which is NZs bestselling book on property investing. I was previously the Vice President of both the Auckland Property Investors Association and the NZ Property Investors Federation.

Not to mention I’ve been investing in property myself for over 25 years. So I have my own experience to draw on, along with all my clients and industry contacts. With all this experience, I can help you get your property investment strategy sorted the quick and easy way.

I can help you:

  • Get started and ensure you have the right foundations
  • Understand the numbers and how you make money
  • Determine which is the best strategy to suit your skills and your goals
  • Review your current portfolio
  • Get in touch with the other experts in the industry
  • Be aware of the risks to ensure you limit the chance of mistakes

If you would like to start investing on property or would like to build on your existing portfolio and want some guidance, then contact me to arrange a one-on-one consultation today.

Consultations are $375+ GST and are provided by telephone, Zoom (similar to skype), or face to face depending on your location.

© ACUMEN 1999 - 2023. The information contained on this website is of a general nature and does not constitute specific financial advice. For more information read our Terms and Conditions and Privacy Policy.

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