Ready to Take Control of Your Finances?

Start With a Financial Strategy Session

This is your starting point — a focused, one-on-one session where we take a clear look at your financial picture and start building a personalised plan together.

 What’s Included:

• A 60–90 minute session, in person or online meeting

• A deep dive into your financial goals, lifestyle, and future plans

• A review of your income, expenses, assets, debts, and more

• A tailored action plan delivered within 7 days based on your unique circumstances.

Session Fee: $495 incl. GST*
Step 1. Pay online today

Step 2. Book in your preferred time - Available via online or in person (Hastings CBD).

What to Expect

• 100% confidential and tailored to your needs

• Reassurance that you are on track and have started the process

• Clear, honest answers to your financial questions

  *Should your situation include a Trust and multiple properties, an additional charge may be quoted before proceeding with advice.

KiwiSaver Only Advice:
If you are looking to review your KiwiSaver, there is no charge for this meeting (30 mins). You will receive written advice following the meeting.

If you choose to proceed with the advice, then you will become a client of Investment Matters, and we have an obligation to look after you. We provide an annual financial advice meeting each year, which is paid for by the fees you pay for KiwiSaver, making KiwiSaver holistically work for you, ensuring you are on track.