Unlock Your Wealth Potential with Personalised, High-Quality Financial Coaching.
Our specialised Financial Adviser is dedicated to helping women achieve financial clarity through customised Starter Financial plans tailored to each your unique goals and current position. Build confidence, improve your financial literacy, and achieve long-term success with guidance you can trust.
Meet Terri Watson, Financial Adviser
Inspiring Financial Success Through Personalised Plans
Terri is a trusted financial coach dedicated to helping women build confidence, clarity, and control over their money. With a personalised, one-on-one approach, she creates tailored financial plans that align with each client’s unique goals, lifestyle, and starting point.
Her mission is to simplify the financial journey, turning overwhelm into informed action. Through practical strategies and empowering support, Terri helps women feel confident in their decisions and inspired about their future.
With a focus on education, mindset, and meaningful progress, she ensures that every plan not only works on paper — but works in real life.
Empowering Success
To help you take control of their finances, make confident decisions, and build a future you're proud of.
Fostering Growth
To create lasting financial freedom, aligned with each of your goals, values, and vision for life.
Why Choose Us
Your Path to Personalised Financial Growth
Tailored Advice
Every woman’s journey is different — we create financial plans that meet you where you are and evolve with your goals.
Real Support
You won’t just get a plan; you’ll get a partner who listens, guides, and helps you stay on track without the overwhelm.
Lasting Confidence
We focus on education and mindset so you not only improve your finances — you feel empowered to make smart money moves on your own.
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Frequently Asked Question
General Questions
What’s the difference between a financial coach and a financial advisor?
A financial coach helps you build better money habits, set goals, and create a practical plan for managing day-to-day finances. A financial advisor typically helps with investing, retirement planning, and managing wealth. Think of a coach as someone who helps you take control of your money mindset and daily actions, especially if you're just getting started.
How do I know if financial coaching is right for me?
If you're feeling overwhelmed with money, struggling to save, living paycheck to paycheck, or unsure how to reach your financial goals, coaching can help. It’s ideal for people who want accountability, clarity, and a system that works for real life — no jargon, no judgment.
Will you tell me exactly what to do with my money?
We guide you, not dictate. Coaching is collaborative — we’ll help you understand your options, build confidence, and create a money system that fits your lifestyle. You stay in control, and we’re here to support you every step of the way.
Do I need a certain income level to work with a coach?
Nope! Coaching is for anyone who wants to be more intentional with their money, whether you're just starting out or earning a solid income but want to manage it better. It's about progress, not perfection.
Success Stories That Inspire
Our personalised approach has made a real difference in the lives of our community. Here’s what they have to say about their journey with us.
It's only 4 weeks into the program and I'm feeling a lot of shifts happening! We've worked out a complete new system that is actually WORKING!
— Melissa, Program
Terri worked with me through my mindset around money and spending and really changed my relationship with money.
— Megan, 1:1 Support
Taking charge of my finances with support and accountability. Love it.
Thanks so much Terri. Game changing!!!
— Claire, Program
The Healthy Wallet Platform
Discover the skills to pass onto your kids and build generational wealth.
Our platform brings clear guidance, practical tools, and empowering support to help you create lasting financial change for your family.
Empowering Kiwi's with accessible, quality financial education.
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