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                      Peak Financial Coaching

                  Peak Financial Coaching   Do you feel frustrated by your financial progress?  Would you like to make major changes in your life?  We offer practical advice on how to manage your income and expenditure, to help you develop good habits so that you can increase your assets over your lifetime.  Habits can't be formed overnight so we offer wealth coaching over a 6 month period.  If you would like help in getting your finances on track, we offer financial coaching over a six month period. This allows time for you to develop new habits of spending and saving, and with the cost spread over 6 months it is much more affordable.  To ensure that Financial Coaching clients achieve their goals we only take on one new client per month.
Financial Coaching includes:
First Month: 
  • Fact find to establish where you are right now and where you want to be in 5 and 10 years’ time (1-2 hours) 
  • Written recommendations and discussion on how to achieve your goals including budget advice and investment options
Follow up to end of six months: 
  • Monthly catch up to check on progress
  • Regular contact by email as required
  • Phone discussions as required

Free follow up for next 12 months: 

  • Regular contact by email or phone as required to check on progress
  • Invitations to client seminars 
$690 (GST incl) payable over 6 months ($115 per month) by automatic payment on the 20th of each month