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Budgeting, planning and money advice from the experts

Vitae’s financial wellbeing coaching gives you confidential support to help you manage financial stress. You can speak to one of our qualified and unbiased advisers about day-to-day money pressures, budgeting, debt or planning. Getting clear, practical advice can help you feel more confident and in control through understanding your options and developing achievable financial goals.

This service is offered in partnership with Money Maverick.

About financial wellbeing

Advisers can discuss topics such as

  • Budgeting
  • Mortgage restructures
  • Emergency funds
  • Debt management
  • KiwiSaver, hardship and first homes
  • Investing
  • Retirement planning
  • Insurance
  • And much more.

Unbiased advice

Our partnered advisers receive no commissions or incentives from financial product providers. Their only priority is your best interest.

Linked services

Financial wellbeing workshops

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