Become confident and start making smarter financial decisons today!

I know personally how life admin tasks just keep getting pushed down the to do list.

With 3 kids and a business to run it is so easy to let things slide especially with the never ending to do list.

I love simplicity which is why I designed The Healthy Wallet Method it is a simple process created to clear the financial overwhelm thinking about all the things you should be doing but no idea where to start.

I want to help you create financial foundations that will give you more time and energy to be present with your kids.

No more money stress.

No more panic about paying bills or wondering where all your money is going.

And YES! to more money to go on adventures with the kids!

How can I help you achieve this?

I first started working with Terri through her Healthy Wallet Project. We talked about what goals I had and time frames for these. The first goal was to get out of debt and the second was to buy a house. We put a time frame of 12 months on the house buying. I had spoken to various mortgage brokers and always ended up feeling defeated like it would never happen as a single mother with 3 children. Terri worked with me through my mindset around money and spending and really changed my relationship with money. With her guidance and encouragement I managed to buy a property for myself and my kids 8 months after first meeting with her. I am beyond grateful and recommend anyone wanting some guidance with money to chat to Terri.

Megan

Introducing

The Healthy Wallet Plan

A starter financial plan that will give you the tools and strategies to help you go from where you are now to where you want to be.

Book a discovery call

How the process works

Step #1

We book in a 30 min no obligation FREE money chat (online or in person) and determine if we would be a good fit.

Step #2

Yay we are a good fit! In this 60 minute discovery meeting we will discuss in more detail where you are right now, what it is you want to achieve and I share with you how The Healthy Method will help you bridge the gap.

Step #3

This is where the magic happens.

Over 3 weeks we will:

Create a banking structure that is aligned with your goals - hello automation

Start a reserve fund

Set a debt reduction plan (if required)

And you will walk away with your very own custom Healthy Wallet Plan with clarity and be confident in your financial decisions.

Let's get started!

Kia Ora I’m Terri

A mum of 3 and a qualified Financial Adviser at FoxPlan and I can help you with a range of financial services including lending - if you are looking to buy your first family home I can help you with that too!