FAQs
Answers to the most frequently asked questions around our Financial Coaching Services and the Educational Resources provided by Futurebound.
Frequently Asked Questions And Important Information
No, they aren’t. Mortgage advice is when you receive advice on mortgage products that are regulated by the Financial Markets Authority (FMA) and must be provided by a licensed mortgage adviser. Financial coaching and education are unregulated and do not need to be provided by a licensed mortgage adviser. When you receive financial coaching and education at Futurebound, you’ll increase your financial knowledge and get support to create and stick to your financial plans. When you’re ready to implement your plan, you’ll work with mortgage advisers to choose the best mortgage products for your situation to help you reach your goals.
The Futurebound Academy is a 12-month membership programme designed to give you full access to all our financial coaching and education. You’ll get financial coaching and support to help you complete our signature Building Wealth With Property Jumpstarter online course. Plus, you’ll get access to all our mini-courses, in-person events, summits and everything that we do during your membership. Learn more about the Futurebound Academy here.
A Financial Coach focuses on your behaviour, habits, budgeting, debt repayment, and short-to-medium-term money management goals. We empower you with financial education and accountability to build a solid foundation. We do not sell financial products. A Financial Advisor is a licensed professional who provides specific, regulated advice on financial products like investments, KiwiSaver fund selection, insurance, and complex retirement planning. In short: A coach helps you manage your spending and habits. An advisor helps you manage your investments and financial products.
Sessions are tailored to suit your needs, but generally, we might cover reviewing your progress and celebrating wins since the last session, working through practical challenges, like optimising your budget or creating a debt repayment plan and building on coaching on your money mindset and habits while setting clear, actionable goals for you to work on before the next check-in.
This depends on your goals. Some clients achieve their initial clarity in a few intensive sessions, while others opt for an ongoing coaching package for long-term accountability and habit change. We will discuss the best duration for your situation during the initial chat.
We offer flexibility to suit! Sessions can be conducted online via Zoom, Google Meet, etc. or in person if required.
The simple answer is it depends. Our pricing is based on the service you require. We offer various options, typically including: Initial Consultation, the 3-Step Financial Freedom Blueprint and ongoing Coaching Packages. Please get in touch to discuss our current rates.
Futurebound is located in Wellington, NZ. You can contact us at:
Futurebound
Postal Address: 173 E Main Road, Tawa, Wellington 5028
Phone Number: 04 555 1582
Email: info@futurebound.co.nz
Web Address: futurebound.co.nz
No, absolutely not! Financial coaching is suitable for anyone who wants to take control of their money. We work with all financial situations, from those tackling significant debt to those looking to save their first house deposit or simply build better habits.
You don’t need to do any major preparation! For the initial consultation, just bring yourself and an open mind. If you want to be extra prepared, having a rough idea of your income, expenses, and any significant debts is helpful, but not essential, we will guide you through gathering this information.
If you share finances, or if you are both working towards a common goal (like saving for a house or retirement), then yes, we strongly encourage both partners to be present. This ensures you are aligned, on the same page, and both understand the financial plan.
No. We are a fee-only coaching service. Our only loyalty is to you, the client. We do not receive commissions from banks, mortgage brokers, or insurance companies, ensuring our guidance is completely independent and unbiased.
Why Work With Futurebound?
Years Of Expertise
We have 50+ years of combined experience and expertise within the Mortgage Advisory and Financial Coaching space, so you can ensure you’re in safe hands.
Award-Winning Team
We’re an award-winning team, and are proud as punch about it! To view our awards we’ve received over the time we’ve been in business, check out our testimonials page.
Thought Leaders
We are someone with trusted opinions within the mortgage and financial space. To view the publications we’ve been featured in, check out our testimonials page.
Tips
We educate so we can fill your knowledge gaps around financial concepts and information as we know it wasn’t learnt in school, your parents didn’t teach you, and the banks won’t tell you.
Tools
You’ll always get the right tools so you can implement quickly and apply what you’ve learned to your own situation as soon as possible
Support
We provide coaching and accountability to ensure you’re on the right track and that you don’t make any costly mistakes on your journey.