Financial Training
for Individuals &
Small Businesses
Build confidence with your money — whether it’s for your personal life or your business.
Our financial training sessions are designed to give you the practical tools and know-how to make smart money decisions. No complexity, just real skills you can apply straight away.
What we cover?
Budgeting that works
Create a simple, realistic budget that helps you stay in control.
Basic accounting & money systems for small businesses
Simplify and optimise your taxes keeping more of what you earn
Goal setting & long-term planning
Turn your dreams into a clear plan with steps that actually work.
Financial habits for life
Safeguard your future and your loved ones from the unexpected
Understanding debt & how to tackle it
Get clear on how debt works and learn strategies to pay it off faster.
Digital Tools for Finance
Enjoy life to the fullest while your money works for you
How to make the most of your income
Stretch your money with strategies for spending, saving, and investing.
Be prepared for the unexpected
Organise your finances to live your best years securely and relaxed
Whether you're just starting out, feeling stuck, or ready to level up — we've got training to meet you where you're at.
MoneyPlan Coach is led by a qualified financial coach based right here in NZ. We believe financial wellbeing should be simple, honest, and human. No pressure. No judgment. Just clear, practical support that works.