• You earn a good income however have nothing left at the end of you pay period.

  • You have no idea what would happen if you are unable to work.

  • You now find yourself adulting with a family and a mortgage and worry about what happens if something happens to you.

  • You have had a major life change and feel it is time for a re-think.

  • You know that you are worth more than what you are being paid however don’t know how to change this.

Why would you need Babylon Wealth?

Financial Advice for New Zealand Professionals

Any of the above are reasons why our clients choose to work with us.

These are the reasons many of our clients seek financial advice and wealth guidance in New Zealand.

At Babylon Wealth, we provide personalised financial advice, tailored to your individual circumstances.

No two clients are the same. Just like your fingerprint, your financial situation, goals, and risks are unique.

With a strong background in coaching, Niki takes a holistic approach to wealth strategy, combining financial planning with career and life direction. She wants to know where you are, what you want and what can support you on that journey.

How it works:

The process starts with an initial 20-minute conversation to understand where you are and where you want to go.

From there, if we’re the right fit, we move into a Financial Wellness Check.

This is a comprehensive session ($150 + GST, refundable if you proceed), where we explore:

  • Your current financial position

  • Your goals and future direction

  • Potential risks and pressure points

  • Personal risk insurance needs

This forms the foundation of your financial plan and next steps.

What you can get support with

Depending on your needs, this may include:

  • Personal risk insurance planning (with recommendations and premiums)

  • A comprehensive financial plan

  • Career and income strategy, including CV and job application support

Or a combination of these.