Personal Efficient Financial Solutions !

Ditch the Spreadsheet Stress, Embrace Financial Freedom & Protect What Matters Most!

Feeling like your finances are more of a juggling act than a victory lap?

You're not alone!
Confusing mortgage options, lagging KiwiSaver and dread of insurance choices - easy to feel overwhelmed.

That's where I come in! I help you with:

• Mortgages: Find the best mortgage solution for your needs, whether you're a first-time homebuyer, refinancing, or looking to invest.

• Personal Risk & Health Insurance: Safeguard yourself and your family with the right insurance coverage, including life insurance, income protection, and critical illness cover.

• Kiwisaver: Optimise your KiwiSaver contributions and make informed investment decisions for your future.

• Financial Planning: Create a personalized financial plan that aligns with your goals, risk tolerance, and needs, covering areas like budgeting, debt management, retirement planning, and investment strategies.

  Benefits of Working with Me:

• Holistic Approach: I integrate financial planning with therapy to address both the practical and emotional aspects of your finances.

• Personalized Guidance: I take the time to understand your unique needs, goals, and challenges to create a customized plan that fits your individual situation.

• Ongoing Support: I'm here for you every step of the way, providing ongoing guidance and support as your financial needs evolve.

Ready to start your journey towards financial well-being?

• Schedule a Free Consultation: Discuss your financial goals and explore how I can help you achieve them.

• Read My Blog: Find insightful articles and resources on various financial topics.

• Contact Me: Send me a message or call me with any questions.

Invest in your future, invest in yourself.

[Julia Berner / Broker Intel]