Free audit for professionals

You earn well. Is your money working as one plan?

Strong income, demanding job, and a KiwiSaver, mortgage and insurance managed as separate pieces. Run the eight checks in two minutes, then get the full audit as a PDF.

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Where do you stand? Tick what you have already dealt with.

Be honest. The boxes you leave empty are where well-paid people quietly lose years of progress.

0 of 8 dealt with. 8 still open.

1 Know your savings rate Income is not wealth. What you keep and invest is, and most people have never calculated it.
2 See the whole picture on one page Assets, debts, KiwiSaver and insurance managed separately never add up to a plan.
3 Check your KiwiSaver settings Set up years ago and never reviewed. Contributions and fund choice both matter.
4 Structure your mortgage on purpose A single rollover at whatever rate is offered is a decision made by default.
5 Protect the income your household relies on Your plan is only as strong as the income funding it. Cover from years ago may not fit.
6 Hold a proper cash buffer A buffer stops a surprise bill becoming debt or a forced sale.
7 Invest beyond KiwiSaver deliberately Money outside KiwiSaver needs a purpose and a timeframe, not tips or whatever was pitched.
8 Get the legal and estate basics right Wills and powers of attorney that pre-date the house, the kids or the income need updating.

Get the full The Professional's Money Audit

Six pages. For each check: why it matters, the questions to answer, and what to watch out for. We will email it to you now, and mention which ones you have left open.

A checklist tells you what to ask. A plan tells you what to do.

If you left several boxes empty, that is normal, and it is the reason a written plan exists. See what a Statement of Advice looks like, or browse the other free tools.

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