Our Process
At The Holistic Money Co., we believe financial advice should be simple, clear, and stress-free. We keep the process focused, efficient, and free from unnecessary complexity.
Our KiwiSaver reviews are designed to deliver real value in a short time. Best of all, there is no cost to you.
Invest in Your Future, Starting Today!
Three-Step Advice Process — In Around 30 Minutes
1
A Time That Suits You
We’re flexible around your schedule, offering appointments seven days a week, including early mornings, and evenings. We can meet in person or connect online, whichever is more convenient.
2
We’ll discuss how KiwiSaver can help you achieve your financial goals. If you already have a KiwiSaver account, we make informed adjustments to improve performance. If you’re new to KiwiSaver we set this up in a way that supports the financial future you want to create.
Optimizing Your KiwiSaver
3
The Holistic Money Co. provides advice for life. We’ll check in with you once a year to make sure your KiwiSaver stays aligned with any changes in your goals, or financial situation, so you’re always on the right track.