So we like to get to know you personally, and what makes you tick.
Here are 5 reasons how we can help you with your money management:
What services do we offer?:
Together we gather the data to determine where you are now with your finances, where you want to go and from that we work out an action plan for you to get there. Depending on the package you go with, we keep in contact regularly over the phone/Zoom and then undertake a personal follow up visit to measure your improvement. Contact us to find out more and get a price for your personal and/or business situation.
The package can help you determine how to save for your first house; pay off your mortgage early; save for retirement; start a business; become debt free; save for a trip of a life time...
You can either get a budget, short or full package depending on how long term you want to look and the amount of time and money you want to invest in you financial future.
You can get the packages to help you, your family and/or your business.
Charged by the hour, you can just get help with specific areas, be it either with your personal or business budget planning, financial hardship applications, financial budget planning, mentoring, goal setting, career planning, money seminars, investing options, debt management or retirement planning...Contact us to find out more and to get a price.
If you are employed by an EAP (Employee Assistance Program) registered company, you may be able to get free financial coaching. Contact us to find out more.
If you are just looking for some immediate personal budgeting advice to get you out of your current financial rut, and not help to plan for your future, you may just want your budget reviewed and get some feedback for improvement on how to save more money instead. Contact us to discuss which is best for you.
If you are suffering from financial hardship, we can help you to get your money tied up in Kiwisaver or other superannuation funds, discus whether bankruptcy is a good option for your, and help you to negotiate with your creditors or provide referrals to community agencies for more help.
Who wouldn’t want to learn about how to get more money, how to keep it and how to avoid financial hardship later in life, from an independent point of view without being sold anything? We can deliver topics to suit your audience whether it is to motivate your members, educate them, entertain them and/or to help them to complete their own financial or retirement plan. Contact us to find out more.
Everyone can benefit from Financial Coaching regardless of your situation, although some people need our help more than others! We see a lot of different people from all types of situations. Some clients are in financial hardship, but most are looking for a mentor to help them to get ahead with their personal and business finances. No client is ever the same.
Everyone needs to know the fundamentals of good personal and business money management, and to have a goal in mind to drive them to improve their situation – If you are lacking in either of these areas, you will definitely benefit from the service, regardless of your financial situation now.
To get the most value from the service, you need to be prepared to make change if necessary and believe in your future. As the saying goes “If you always do what you’ve always done, you’ll always get what you have always got”. But it is up to you whether you want help to make that change. Hear what others have said.
Alternatively you may be going through change in your life and need to evaluate your finances and budget. E.g.
If you already think you are good at budgeting, manage your money well and have some firm goals in place, you may just want to use our service to overview your plans and identify any gaps.
There are many benefits from undertaking the services of Full Balance Financial Coaching. Depending on your circumstances and your commitment to change, these could be many and varied and include:
You need to be able to set aside some time to meet personally with one of our Financial Coaches and be committed to paying for the service. Because we are independent and don’t take commissions we need to charge a fee, unlike many other financial institutions where the advice will be free, but not necessarily independent. However fees are very affordable and there are sliding scales depending on the package you choose or the amount of hourly advice you need. Please contact us for a quote or click here for prices on the do it yourself budget worksheet packages.
We guarantee you will have more clarity and control over your finances and from the action plan developed you will increase your financial situation more than your investment in financial coaching. If after the first hour, you don’t think we can help you, there will be no charge and we can refer you to other services if necessary.
Flexible payment plans are available, and once we have reviewed your current situation we will be able to tell whether you need time for your budget to settle down before payment if you are under financial hardship. If necessary you can delay payment and/or drip feed it off while getting your finances sorted.
Examples of the services we provide that you might need are:
If you need one of these services, contact us to find out more about how we can help you.
Undertake the financial personality quiz for free to find out what you and your partners money personality is.
Remember to record your final score for each type and email us so we can discuss with you for free how your money personality combination could be affecting how you manage your finances, and how best to improve (if necessary) any aspects of your financial management.
Freephone 0800 FULL Balance (0800 385 522) - Email: