Will you be able to relax financially and enjoy your retirement?

Being able to sit back and enjoy life after you’ve stopped working is the ultimate goal for most of us, but planning for the future can be daunting.

You might be wondering ‘Will I be debt free by the time I retire?’ or ‘What kind of lifestyle will I be able to afford when I stop working?’

We can help you understand how much money is needed to fund your retirement, whether there is currently a shortfall and – most importantly – what you can do to bridge any gap that does exist.

Let us help you achieve financial freedom in retirement.

Being able to sit back and enjoy your retirement, without worrying about money, requires a clear set of financial goals and a proactive approach to realising them. Our financial advisers will help you create an action plan and work with you to make sure it’s achieved.

Think it’s too late to get started? The earlier you start planning for the future the better result you’ll achieve, but it’s never too late to begin.

The plan will provide financial analysis for you to use for your own planning.  However, the plans are not investment or retirement plans.  If you wish to have an investment or retirement plan we can refer you to an Authorised Financial Adviser or Financial Planner.

Get your future planning sorted with our customised 12-Month Programme

Your enableMe financial personal trainer will work with you to understand how much you need for your retirement and create a plan to fund your retirement goals.

Over 12 months we’ll work with you to create a strategy to reach your financial goals, by:

  • Coaching you on positive money behaviours
  • Motivating you to stick with the plan
  • Tracking your progress
  • Adjusting the plan if your circumstances change
  • Pushing you to do more where you can
  • Offering unlimited phone and email support, and quarterly meetings every 12 weeks.

At the end of the 12 months we also offer regular ongoing coaching to ensure you continue to meet your financial goals.

Our financial personal trainers

enableMe’s financial personal trainers are highly trained financial advisers. The team member you work with will be a chartered accountant or registered financial adviser. They will be honest with you, offer you expert independent and impartial advice via one-on-one coaching and enable you to get in control and get ahead. They’ll also be there to support you every step of the way towards financial freedom.

We have advisers located in offices around the country and, if there isn’t an enableMe adviser in your area, we are able to meet with you via Skype.

People we’ve helped.

Case Study: Proactive future planning made us debt free in just three years.

Phillip and Barbara, aged 65 and 54 respectively, were working with a combined income of $120,000. Phillip also received superannuation payments of $14,000 per year (net).

Keen to sit back and enjoy life, they needed to pay off the last $85,000 of their home loan if they wanted to financial freedom in retirement.

We showed Phillip and Barbara how to optimise their mortgage structure, so they could be debt free within 3 years. We also worked with them to adjusting their spending and saving to ensure that, in addition to a freehold home, they would have sufficient cash funds for their retirement.

Mortgage Repayment Graph

Want to know what our clients say about us?

“I liked the fact that the people (at enableMe) were non-judgemental… and that they were really well qualified, with a range of qualifications… I have now got the freedom to look ahead 10 years and to choose how I want to develop what I’ve got, so I can retire and keep my lifestyle.” Jo Douglas, Wellington.

More People We’ve Helped.

Ready to get started?

Book a consultation with one of our financial advisers.

Meet with one of our financial personal trainers to find out whether you will reach your financial goals by yourself or if, by partnering with enableMe, you can achieve them faster.

We’ll look at your current financial situation and, if you still have a mortgage, we’ll help you pay it off sooner, identify what your shortfall will be in retirement and create a plan to meet it.

Get started today. Request an initial consultation.

Got a question? Contact us.

Not at this stage? You might be Starting Out or Building Up.