Services for you
At Lead Your Life, our personal solutions are built around a unique 'Plan A' and 'Plan B' approach, tailored to your individual needs, built for professional women and individuals who want their money working as hard as they do, whether you're growing your career, leading a team, a family or building a life on your own terms.
Plan A:
Your Vision and Path
"Plan A" is about understanding your current situation, your aspirations, and the future you envision. This foundational step involves creating a plan for your future using a series of questions aligning with your ideals for both wealth creation and overall wellbeing. Then creating the Plan A path through implementing the right solutions to meet your needs.
Plan B:
Protecting Your Future
"Plan B" focuses on wealth protection strategies designed to safeguard your "Plan A" life, ensuring your vision remains secure. These strategies use insurance to reduce the risk in your life should you suffer from premature death or unexpected illness or disability, or asset loss.
What Can I Help With
Wealth Creation
This involves helping our clients define their ambitions, achieve financial independence, and pursue passions.
Insurance Protection
Insurance focuses on creating tailored strategies for proactive risk management to safeguard our clients and their assets. This encompasses personal risk insurance.
Estate Planning
A Will is important for anyone over the age of 18 and especially important as you start accumulating assets (items of value) or growing your family. As soon as you have more than $40,000 in assets you cross a legal threshold that requires formal administration (probate) of your assets in order for them to be distributed according to your wishes. We have a referral partnership with Footprint to provide you access to an online Will Service, or if you require an Enduring Power of Attorney (EPA), Complicated will or Trust then these can be referred to Perpetual Guardian at a discounted rate. A referral to Footprint is with your permission and you will receive an email with an offer for a discount.
Wellbeing
Recognizing the synergy between financial and physical wellbeing, Lead Your Life offers support through referral partners and programs like AIA Vitality. AIA Vitality is a Health and Wellbeing Programme that helps you know your health, improve your health and get rewarded.
Public Speaking
Services include motivational speaking, technical content delivery, conference MC work, and workshop facilitation. Topics span Sales Excellence, Team Performance, Financial Literacy, Wellbeing, Burn Out Prevention, Business Risk Architecture for founders and directors, championing female leadership, and motivational content drawn from thirty years in financial services and a lifetime as a Surf Lifesaving Patrol Captain at Piha. Let me know your needs and I can create the content and delivery style to suit.
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.