About Us – We Give Independent, Affordable Money Management Advice to Businesses and Families

What Does an Independent Financial Coach Do?

A Financial Coach can be best described as a cross between a Financial Planner, Budgeter, Accountant and a Life Coach. It is different from the traditional form of financial advice, in that instead of the focus being on what products to sell you, a Financial Coach will give you independent holistic money management advice in relation to where you want to go in life.

Because we don’t sell anything (e.g. investment, insurance, Kiwi Saver, retirement or mortgage products) there is no conflict of interest – our focus is all about you and your money management and helping you to get where you want to go in life!

Basically Financial Coaching is about coaching and mentoring you in your business, career, retirement and/or personal life and making you aware of how you can get where you want to go in life quickly, by managing your money better, learning how to budget and plan for your future. Hear what others have said.

Not sure where you want to go in life, no worries we’ll help tease it out of you and figure out what makes you happy in life! 

Just want financial assistance to learn how to budget better, save for your retirement, get some help with your money management and/or or get out of financial hardship? No worries we can give you financial assistance in all these areas of money management.

Want to buy the excel financial templates and do your own budget and financial plan? Find out more including prices

Still not sure what Financial Coaching is? Find out more about our services.

How Does FULL Balance Financial Coaching Help you with your Personal Finances?

FULL Balance Financial Coaching is about providing simple, down to earth, practical and independent financial advice and mentoring for everyday New Zealander’s. We believe in the clients’ choice to live life how they want to, have the lifestyle they want and make decisions that support their values in life, and this is why our motto is “Yours to do with as you wish …”

We are a mobile business with our offices based in Auckland and Tauranga in the Bay of Plenty. We come to you, or undertake a phone consultation if a personal coach is not available in your area.

If you are employed by an EAP (employer assisted program) registered company, you may be able to get some free budgeting and money management advice, especially if your financial hardship if causing stress at work or you are worried about your retirement or redundancy. Contact us to find out more.

We can also assist you through working out your own financial plan and budget planner using our excel financial templates. Click here for more info

Our Mission is to provide an affordable, cost effective and trustworthy service that empowers individuals and families to take charge of their finances and their future. What do we mean by this?

1. Fees are at a cost that is affordable to everyday New Zealanders. Find out more about our fees
2. We guarantee that you will make more savings from the action plan developed, than your investment in the coaching. Find out more about our guarantee
3. Our service is fully confidential and our coaches are highly trained and qualified.
4. We believe in your future and support you to get there.

Who is Behind Full Balance Financial Coaching?

FULL Balance Financial Coaching is the brain child of Shula Newland.  Previously an Environmental Educator, Shula found that she was a natural at managing her money and was able to put herself through university and once earning easily saved over $10,000 per year.  Being good with numbers and having a strong money personality (What’s your money personality?), ten years ago when helping a friend with his finances, Shula realised she had a skill she could use to help others.

Shula is a certified budget advisor and is a practicing volunteer budget advisor. She also has a Graduate Diploma in Personal Financial Planning, an honours degree in Environmental Engineering and a certificate in Small Business Management and has completed numerous courses in personal development. She has been coaching for five years, and in that time has helped hundreds of clients to get themselves on track by providing them with personal independent financial help.

Think you have what it takes to be a financial coach and are prepared to put in the training? If you have a background in personal development and/or finances and are sensitive to others values or just think you have a natural talent for coaching, please contact us.

Helping a client in Tauranga