How we can work together
Choose the level of support you need - from a conversation through to
full planning and investment advice
Financial Coaching
Money can feel strangely emotional — even for financially capable people. Coaching gives you space to talk openly about what’s working, what feels messy, and what needs attention.
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​We’ll help you identify the best next steps and build momentum — without judgment or pressure.​
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Couch Session (initial conversation) — A relaxed, open discussion about your money life: what’s on your mind, what’s working, what’s not, and what you want next. We’ll identify themes, opportunities and practical ways forward.
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Table Session (sharper financial review) — A more structured working session where we bring your actual numbers to the table. We review your cashflow, assets and liabilities, KiwiSaver/investments, and any key decisions you’re facing. You’ll receive clearer observations and recommendations tailored to your situation.​​​​​​
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Pricing - Financial Coaching (GST inclusive)
Initial session (1.5–2 hours): $300
Further sessions (1 hour): $300 each
​A written report with observations & recommendations is provided after each session.
“Our time with Sean was incredibly valuable. He provided a calm, non-judgemental space to talk through our finances and helped us make practical decisions to reduce risk while still supporting our long-term goals. The forecasting tools made the options clear, and we left with real motivation to take action. He even helped my son get started on his savings and investment journey."
Rachelle, 54
Money/Life Planning
Your goals come first - then the numbers.
Together we establish your life & money goals, gather your key financial information (what you own, what you owe, income and spending, KiwiSaver and investments) and build your OPEN Money/Life Plan using OPEN's sophisticated financial forecasting software.
We explore how sustainable your current plan is, what options you have, and what changes would make the biggest difference. We also run different scenarios so you can make decisions with greater confidence.
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You will come away with a clear picture of where you stand, what’s possible, and a practical path forward that aligns your money with the life you want to live.
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OPEN Money/Life Plan package includes:
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Initial 1.5-2 hour coaching session (as above)
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Planning & analysis using our financial forecasting software
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Your OPEN Money/Life Plan presented & discussed in person
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Adjustments and scenario planning
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Written report with observations & recommendations:
OPEN Money/Life Plan package cost. $1,500
"Working with OPEN gave us the clarity and structure we’d been missing. The conversations felt calm, practical, and genuinely supportive, and we never felt rushed or pressured. Complex financial decisions became much easier once we could see how everything connected to our goals. We left feeling more confident, better organised, and with a clear path forward."
Matt, 60
Investment Advice
We review your current investments, confirm your risk profile, and recommend an appropriate asset allocation and suitable products (including KiwiSaver where relevant) — helping you invest with clarity, alignment, and confidence.
Our recommendations follow the internationally recognised Six-Step Financial Advice Process. We explain everything clearly, including assumptions, risks, advantages, disadvantages, and costs, so you can make informed decisions with a full understanding of the trade-offs involved.
When it’s time to act, we can guide and support you through implementation, working alongside your existing professional network — such as your accountant or lawyer — to ensure everything fits together smoothly.
You will come away with a clear investment strategy, confidence that your money is working in line with your goals, and a structure designed to support your long-term financial wellbeing.
OPEN does not sell investments directly and does not receive commissions from providers. Our advice is independent and focused solely on what is in your best interests.
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Pricing - investment advice is scope-based depending on requirements. A quote is provided before work commences.
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