Financial Wellbeing

What do we mean?

Financial wellbeing isn’t about being wealthy. It’s about feeling in control, understanding your options, and knowing you’re making good decisions for your future.

At Financial Solutionz, we help individuals and organisations build practical financial confidence — from managing everyday cashflow through to KiwiSaver, retirement, and home loan strategy.

Whether you’re a business wanting to support your team, or an individual looking for direction, we provide structured, personalised guidance that makes a real difference.

Why it matters

Financial stress is one of the biggest hidden pressures in New Zealand households. When people feel uncertain about money, it impacts:

  • Focus and productivity

  • Sleep and mental wellbeing

  • Long-term decision making

  • Confidence in the future

Our financial wellbeing programme gives people the tools and knowledge to:

  • Understand where they currently stand

  • Identify gaps and opportunities

  • Create a clear path forward

  • Make confident financial decisions

The result? Greater clarity, reduced stress, and stronger long-term outcomes.

Start Wellbeing Quiz

Plan. Grow. Protect.

Business Owner

Financial Wellbeing for staff

  • A 30min training session covering, cashflow, Kiwisaver, debt, finance wellbeing benchmarks.

    This is focused on guiding staff through the need to knows of how to manage their finances, best tools and practices. The research backs that money stress accounts of the reason 1/5 staff leave and up to 13 hours a week of productivity loss. Education is the tool to regain confidence in your finances and time spent back on what matters.

  • A personal financial wellbeing session gives staff clarity and direction tailored to their situation. I’ll review their overall financial position, giving them a benchmark score and practical guidance for improving their situation. Areas like their KiwiSaver to ensure it aligns with your goals, debt like home loans to make sure its not costing them more than it should, and a general look to see where savings may be possible.

  • Through practical budgeting tools and clear guidance, we help staff take control of their day-to-day finances, stay focused on their goals, and move forward with confidence.

    The value isn’t just in the advice — it’s in the confidence that comes from knowing you’re on the right path, with a clear plan to move forward.