Financial Strategy Sessions

Get clarity and peace of mind about your financial future.

What you'll get:

  • Clarity on Financial Position: We'll break down your current and future financial situation, including personalised cashflow forecasts.
  • Professional Financial Modelling: Use our top-tier modelling software to budget and visualise your current financial trajectory.
  • Strategic Feedback: Get honest, critical input on any changes you're considering making to your strategy.
  • Personal Finance Health Check: We'll evaluate the core habits that drive your financial success.
  • Bonus Course Access: Enjoy complimentary access to the "New Wealth Foundations" online video course

And

  • Customisable Agenda: Choose one specialty focus, such as “buying your first rental property,” “investing a lump sum,” or “retirement planning,”.
  • Portfolio Allocation Insights: Gain clarity on portfolio allocation (what types of investments you should hold, and in what proportion). Build out your own strategies, or adapt other approaches like “grow first, then harvest” and “core-satellite” strategies.
  • Comprehensive Documentation: Walk away with a meeting summary, and a statement of advice following our last meeting that includes personalised recommendations.
  • Personal Introductions: We’ll connect you with other key advisers (if required): Experts in property, investment advice, legal matters, psychology, and taxation.

Some limitations:

    • Time-Limited Depth: Advice depth is limited to the allocated meeting time, with one specialty area recommended as the primary focus for this coaching package.
    • DIY Implementation: No investment strategies will be implemented during or following these sessions; coaching assumes you will execute investments yourself.
    • No Specific Investment Recommendations: We will not recommend particular managed funds, shares, or investment properties; the focus is on strategic guidance rather than specific investments.

Don't wait any longer - Get a strategy together now! Book your personalised financial strategy sessions now and start your journey towards wealth that's real! ✨

At point of purchase, if we haven't already done so, we'll start with a quick 15-min chat before our session starts.

As this package consists of two meetings, you're only booking one today, with the other bookings made manually during our first session. 

 

All prices include GST

$3,450 NZD

 

What People Are Saying:

We were recommended to contact Darcy about finances when we were looking to buy our first house nearly 20 years ago and have since given his name to several friends. Darcy asks you the tough questions when it comes to your finances, shares his knowledge and delivers the best results. He has helped us several times with purchasing houses, refixing mortgages and insurances. Most recently when interest rates were rising, Darcy was able to negotiate us a fantastic rate that we could never have achieved ourselves. He sorted it all out so smoothly and put a smile on our faces. Plus, he’s a great guy who you can trust too! Afterall we’ve relied on him for nearly 2 decades.

Alex & Kelly

Darcy provided frank advice that first focused on understanding our values. We always leave a Darcy session feeling respected and like we had space to talk through the gnarly stuff. And he's funny too ... Financial planning needs to have a few laughs :)

Simon

Just finished my first ever financial review with Darcy, I had been thinking for some time that my next move was to help find some direction and understanding around our future financial situation, how we are tracking and what it could look like in retirement. After listening to lots of The Everyday NZ Investor podcast, I knew that Darcy's ideas and style was aligned with my investing belief's and well worth the 2 hr meeting we had. I look forward to our next catch up. Dave

Dave

As a young working professional not too far our of university studies, I cannot recommend enough to people my age that you go and see Darcy to really understand where you are in relation to your long term goals. He walks you through the ways you can utilise both your skills and your time to position yourself within the wider financial ecosystem so that you have the best possible opportunity of generating wealth over the course of your life. Not only this, but he can take an individual from not having any financial knowledge at all to knowing enough to be dangerous in small amount of time, and any further questions you might have he is willing and able to answer either privately, or through his awesome podcast. Definitely book a session with him, and you will be inspired, educated and motivated to steer your life from where you are now to the life you eventually want to live.

Monty

Thank you Darcy for delivering exactly what we were looking for. We needed a professional 'sense check' and strategy for our investment ideas heading into the home straight to retirement when we can't really afford to make mistakes. You delivered a sensible and workable strategy for us to develop a DIY plan to meet our goals. You presented complex ideas in a very understandable and relatable way and it just made sense, including ideas we hadn't considered, thinking of them as 'too risky'. Thank you and we highly recommend your services.

Lezanne

Darcy combines his astute financial advisory skills and market knowledge, strong comms, easy going approach and epic brokerage relationships and execution experience to provide a top notch service. I've put him on to all my friends. get involved, you wont regret it one bit!

Cyrus

Highly recommend Darcy and his team! They are so helpful, knowledgeable, and offer tangible advice. We always come away from meetings feeling like we have a clear path forward.

Kim

Great communicator and understood our situation and needs really well. He focused on the practical things that we needed help with sorting out and helped us flesh out a simple plan for the future. Definitely recommend him.

Jonathan

$3,450.00 NZD

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2 x 2.0 Hour Financial Strategy Sessions: Terms and Conditions

Important:

1 - Please download and read your scope of engagement document here

2 - I appreciate your understanding that occasionally, our discussions may not yield the desired outcome. Please note, however, that refunds are not available if my advice does not align with your expectations.

3 - Any time over the 4.0hr meeting time allowed will result in additional charges at our usual hourly rate. For more information on our fees and process, you can find it here.

4 - For information on our disputes resolution scheme, and other mandated disclosures, please click here.

5 - For our privacy statement, click here.