Work with a Financial Adviser for a year!

Ever wanted your own financial adviser in your corner? We’re selecting one Cheques & Balances listener to work with us for a full year.

Together, we’ll build and implement a personalised financial plan:
– covering cashflow
– Paying down debt
– Investing in shares and property
– KiwiSaver
– Insurance
– and more

You won’t just receive the plan. You’ll go on the journey with the whole Cheques & Balances community.

Throughout the year, we’ll document the process on the podcast – the wins, the challenges, the mindset shifts, and the real numbers – so other listeners can learn alongside you.

There’s one more twist.

All income generated throughout the financial planning process will be donated to a charity of your choice.

If you’re ready to take your finances seriously, and are comfortable sharing the journey – apply below.

We can’t wait to meet you.

  • Applicants must reside in Auckland**