Case Study: Professional woman in her 50s turning a multiple 6-figure income into a 7-figure Net Worth

This is the story of a mother and professional woman named Anastasia (not her real name), now in her mid-50s. She was earning good money but felt she had little to show for it.

• She had a $29K car loan

• No savings or investments

• Was relying on credit

• And didn’t feel in control of her money

  
  

Fast forward just 12 months later, Anastasia achieved an incredible $137,000 in financial progress (And by the way — this is a very normal result for our clients) :

 ✅ Paid off her $29,000 car loan in 7 months

✅ Built a $28,000 investment portfolio from scratch

✅ Grew her income by $41,758

✅ Created savings across travel, lifestyle, and sinking funds

✅ Switched to a high-performing KiwiSaver with better returns

✅ Covered unexpected $4K+ expenses with ease — no debt

It didn’t stop there. Over 12 months, Anastasia not only transformed her finances, she upgraded her entire relationship with money. She became a financial role model for her family, developed strong boundaries, and no longer feels pressured to say “yes” when people ask her for financial help. She’s always been generous, and now she gives from a place of strength, not stress.

She’s even casually shopping for a $700K property she can comfortably afford.

This is what happens when you put the right financial structure in place, backed by support and a plan you can actually stick to.

Are you going to be our next successful case study?

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