You’re successful - so why doesn’t your money feel under control?
Let us guess - just like our clients, you are smart, ambitious, and successful.
You’ve built a rewarding career. You earn well. You provide a comfortable life for your family. You work extremely hard and you have big aspirations.
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Yet despite your best intentions and unrelenting work ethic, you may recognise some of the following:
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• You don’t fully understand the flow of your money. It seems to disappear quickly, and you may still feel like you’re living paycheck to paycheck - even with a strong household income
• You know you’re doing well, but deep down feel you should have far more to show for all the hard work you’re putting in
• You regularly rely on debt to fund lifestyle expenses such as travel, furniture, or cars
• You struggle to build meaningful emergency savings
• You have big goals - financial independence, funding your children’s university education, living in Europe for six months, or buying your own home or investment property - but you don’t see a clear path to get there without extreme sacrifice or earning dramatically more.
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If this sounds familiar, you’re not failing. You’re simply operating without the right system, structure and accountability.
Financial coaching that creates measurable progress — not just motivation
Our clients come to us with these exact challenges — and none of them are problems we can’t solve.​ Through our proven coaching framework, clients begin seeing quick wins from their very first paycheck, with deeper transformations occurring over the next 6 –18 months. ​Imagine having some of these results by the end of 2026:
​1. Pay off tens of thousands of dollars of expensive consumer debt
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2. Build strong buffers for both small and major emergencies from a $2k car repair to a redundancy at work
3. Have a regular money date with yourself or your partner (yes, an actual date with a glass of Pinot and your favourite music playing) using an easy-to-follow cashflow management system that tells you exactly how to allocate your money when you get paid — while still saying “yes” to lifestyle choices like a country club membership, a wardrobe stylist, or fortnightly facials. ​
4. Save a 10–15% deposit toward your dream home or investment property — while living your best life
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5. Grow an investment portfolio for yourself and your children to achieve financial freedom. Some of our clients’ toddlers have more invested than many adults have set aside for emergencies
6. Travel overseas every year without money worries.
7. Fund fun lifestyle goals such as home renovations, shows, concerts, and purchases that genuinely bring you joy
8. Give generously to loved ones or causes close to your heart
​​Most importantly, money is no longer a source of anxiety. Instead, it becomes a tool that allows you to build life on your terms - with confidence, ease, and freedom.
What’s included in financial coaching
✔ One-on-one monthly coaching sessions for 12 months
✔ A personalised, step-by-step cashflow and goal strategy that is simple to follow
✔ Clear prioritisation of saving, investing, and debt repayment
✔ Behaviour-based habit change support
✔ Accountability and structured follow-up
✔ Professional financial insight from a NZ financial adviser
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This is a partnership - not a one-off conversation or a hyped-up motivational session.
Who this is perfect for
This coaching is ideal if you:
• Are earning income but not building wealth or achieving your exciting financial and life goals as fast as you’d like
• Feel stuck between “I should be doing more” and “I don’t know what to prioritise”
• Hold underlying beliefs that money is scarce or that you are not worthy of a rich life
• Want accountability to actually follow through and build everlasting habits
• Are preparing for property, investing, or major life decisions
• Value professional guidance over trial-and-error
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If you want clarity, confidence, and structure — this is for you.
How the coaching works
Step 1: Complimentary Discovery Call
Book a free 30-minute discovery call to explore your goals, challenges, and whether financial coaching is the right fit.
Step 2: In-Depth Strategy Consultation
If appropriate, you’ll be invited to a 2-hour paid consultation where we dive deep into your current situation and desired outcomes. (You can learn more about this consultation here)
Step 3: Your Personalised Financial Blueprint
Should you decide to proceed with the 12-month Financial Coaching programme, our team will design your personalised, step-by-step strategy and diarised cashflow management system. This process takes approximately 8 hours behind the scenes to ensure precision, simplicity, and clarity.
Step 4: Strategy Presentation & Activation
We’ll meet for a 2-hour session to walk you through the entire strategy, explain every step, and project the results you can expect. This is where everything clicks. Our approach is practical, engaging, and designed to feel empowering — not restrictive. No deprivation. No working harder. You’ll start seeing progress from your very first paycheck.
Step 5: Ongoing Coaching & Support
We then work together over 12 months with monthly Zoom sessions to embed habits, refine decisions, and maintain momentum. Evening and weekend appointments are available if required, and we’re accessible for questions between sessions.
Step 6: Review, Progress Report & Next Steps
At the end of the programme, you’ll receive a comprehensive progress review along with clear recommendations for your next phase — whether that’s continued coaching, investing, or property strategy.
Why Diamond Property & Wealth
Unlike generic money coaches, you work with a professional who:
• Is a qualified experienced financial adviser
• Understands real-world investing and property strategy
• Combines technical expertise with behavioural coaching
• Focuses on sustainable, long-term wealth
• Designs very simple, fail-proof strategies that do not require a finance degree, endless research or iron willpower
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Your strategy is grounded, compliant, and designed for your real life.
Ready to feel confident with money again?
If you’re ready to stop second-guessing and start moving forward with clarity and confidence, book your complimentary discovery call today.
Financial coaching focuses on education, behaviour, and structure. Where personalised financial advice is required, this is provided in accordance with New Zealand financial advice regulations.
Client Experience
Honest feedback from people just like you
