How do we do it?

The first step in the enableMe process is the Financial ‘smarts’ Seminar. In this seminar we lay the foundations for financial success. We dispel financial myths and "get real" about money. We teach you the principles of managing your money, managing your bank accounts and managing your mortgage. It is an interactive seminar with actual case studies. If you can relate to the concepts that we discuss and think you would benefit from meeting with us then the next step is to come to a Financial Consultation.

The Financial Consultation is a one-on-one meeting with one of our qualified Financial Personal Trainers.  This is where your situation is discussed in detail so that we understand your spending habits and how this has contributed to where you are financially.  We understand the main obstacles you face and tailor a strategy to beat them.

If you decide to partner with enableMe to ensure you achieve your financial goals, you would then undertake a 12-Week Challenge.

Within the 12-Week Challenge enableMe will:

• Tailor a plan to reflect the nuances of your life and financial goals
• Identify and apply financial smarts to maximise your cash surplus.
• Liaise with your employer, Kiwisaver provider, Bank, Solicitor, Accountant and the IRD, where relevant to put in place recommendations.
• Work with you to change your money behaviour on a day-to-day basis
• Stretching you to achieve your financial potential, whilst living the lifestyle you want.
• Track results for 12 weeks
• Realign and fine tune projections to reflect changes to circumstance
• Offer a straight forward, no nonsense approach to improving your financial position. Providing the support and motivation for you to stick with it.

Those who are serious about achieving their financial goals, opt for on-going support. This is where we meet with you quarterly, setting targets for the next 12 weeks and track performance. We realign your spending projections quarterly to better reflect your lifestyle or deal with ‘curve balls’.