Wealth Creation, Protection & Wellbeing Tailored for You
Lead Your Life is dedicated to providing expert Financial Advice in the areas of Wealth Creation, Protection, and Wellbeing. Our mission is to empower our clients to take conscious control of their financial future, it is more than financial advice; it’s a movement. We empower our clients to build, protect, and lead their financial future and with confidence, clarity, and purpose.
What we stand for
WEALTH CREATION
Helping you set your ambition is the first step. What does Leading your Life mean to you with your Wealth Creation? Our role is to support you build your Plan A life; ensuring that you have clarity on how you will achieve your financial independence and having the resources to pursue your goals.
PROTECTION
Protecting you starts with understanding what is important; what does Leading your Life in Wealth Protection mean to you? We support you by creating a tailored strategy to ensure that you have proactive risk management strategies in place to safeguard you and your assets. We provide protection planning for personal and business situations.
WELLBEING
There is a strong synergy between financial wellbeing and physical wellbeing; understanding what does Leading your Life in Wellbeing mean to you? We have a range of referral partners and programmes to support you on your Wellbeing Journey.
How Can We Help
We provide you the support to understand what your needs are, then provide the strategies to support you and your plans. Our expertise is in our relationships with the Product Providers and Referral Partners that we work with. We emphasise empowering our clients to lead a life they are proud of, rather than simply focusing on numbers.
PERSONALISED PLANNING
Everyone is different, your views, your needs, your tolerances. Personalised planning ensures that you get what you need in a plan to realise your goals.
INSURANCE & RISK PROTECTION
We work with you in understanding how insurance and risk protection can safeguard you, your businesses, and assets against any unforeseen losses.
KIWISAVER ADVICE
Navigating the complexities of KiwiSaver can be a daunting task, but with the right guidance, it becomes an empowering tool for securing your financial future.
We specialise in providing a generalised advice service for KiwiSaver, ensuring you make informed decisions that align with your unique financial goals.
Whether you're planning for yourself or your business, you'll be guided with strategies tailored to your goals.
Why People Trust Lead Your Life
It’s not just about numbers. It’s about building a life you’re proud of.
"I've found working with Lead Your Life so reassuring, Anna genuinely cares about your whole life. She helped me create a clear financial path, including sorting out my insurances, so I feel truly confident about building the future I want. It's been a really positive experience."
Maja Maksimovic
Ready to take the lead?
The first step is to book a call, we can then decide together what is the best way to support your goals. For your peace of mind, there are no obligations to proceed or fees to pay.