Here to support your financial goals with our professional financial mentors
We are a free service. Our professional, friendly team has solid experience across a wide range of financial mentoring services from debt management through to budget planning.
Get switched on
Having money worries creates a huge amount of personal stress so we replace that stress and worry with peace of mind and relief whilst we support you towards your financial goals.
Financial planning can provide you with a clear roadmap to follow and we’re here to guide and support you every step of the way.
What we do
Support
Discuss options
Guide
Mentor
What we don't do
Judge
Criticise
Dictate
Business finances
Investment advice
Your personal financial mentors
We’ve worked with hundreds of people across Horowhenua and Kāpiti when they’ve needed financial help, budget planning and debt management assistance and support. As your chosen professional Financial Mentors we’ve had extensive training and years of experience in this field so you can trust us that we have the knowledge and expertise to help you on your own, unique financial journey.
We’re a professional but down to earth team based in Levin and Ōtaki and with our own individual business backgrounds we bring a wide range of skills, strengths and expertise.
Here to help
We are a free service. Contact us today because we promise to support you from A - Z. Our job is to simply and easily help you make your financial goals a reality.
"Having to deal with everything on my own was stressful and talking about money felt awkward. Being able to meet with a budget advisor and have regular talks helped me get more experience talking about money. It gave me hope and confidence to understand my financial situation"
