For Glen and Anneliese, the goal of financial coaching was never about restriction, it was about freedom. They wanted to stop worrying about money so they could focus on what truly matters to them; travelling, securing their children’s future, and spending time on hobbies like Glen’s karate training. Their journey with Futurebound shows that with a structured plan, even unexpected setbacks can be turned into major victories.

The Challenge – Shifting From Reactive To Proactive

Before joining Futurebound, Glen and Anneliese wanted a clearer path toward their big-picture goals. They were looking for a way to manage their money that felt sustainable, allowing them to save for their kids’ future homes without sacrificing their quality of life today.

The Strategy – Confidence Through Accountability

A key part of their success was the coaching and reassurance they received. Glen often reached out for input on financial decisions, not because he didn’t know the answer, but because he valued the accountability and confidence that comes with professional guidance. 

By leaning into our supportive environment, they were able to stay consistent even when life threw them curveballs.

Major Wins – Momentum And Resilience

In their time with us, Glen and Anneliese have completely overhauled their financial landscape.

• The First Lump Sum: They successfully made their first lump sum mortgage payment, a massive milestone that significantly reduced their interest and shortened their loan term.
• Rapid Emergency Fund Recovery: When unexpected expenses dipped into their safety net, they didn’t panic. Instead, they got creative, downsizing vehicles and finding extra income sources to rebuild their fund to full capacity.
• Student Loan Freedom: Within the first few months of coaching, they completely wiped out their student loan debt.
• Income Diversification: Glen began exploring side hustles, including karate instruction, to diversify their earnings and accelerate their goals.
• Optimised Foundation: We conducted a top-to-bottom review of their outgoings, insurance, and KiwiSaver to ensure every dollar was working toward their vision.

“Very exciting to see how much interest and time we save. Now to start saving for the next one.”  Glen And Anneliese

The Transformation To A Strategic Mindset

Perhaps the biggest win for this couple was moving away from a reliance on surprise income or credit cards. They have transitioned into strategic wealth builders who:

• Read And Learn: Glen has committed to self-improvement through personal development and finance books.
• Plan For Setbacks: They proved they can bounce back from financial hits without losing momentum.
• Balance Life And Money: They’ve created a lifestyle where karate training and family priorities coexist with aggressive financial targets.

Glen and Anneliese are now living proof that when you combine a structured plan with high-level accountability, financial worry becomes a thing of the past. They are no longer reactive; they are in total control of their legacy.

Ready To Make Your First Mortgage Lump Sum Payment?

If you want to save time and interest on your mortgage while still enjoying your passions, we’d love to help you get there. Discover our Financial Coaching Packages here or book a free consultation call with Futurebound today!