Hey Team, I’m trying to look at options for a financial planner in Wellington. We would be looking for guidance on structuring our mortgage to pay it off as fast as possible (while utilising some inheritance that we would want to maintain access to), as well as advice on other investments, savings etc. Effectively how we can make our money best work for us now to pay off that debt and grow wealth over the next 20-25 years. We are both relatively high earners in a NZ context so know we could be making much more of this opportunity rather than coasting. We’ve spoken to enable.me who have offered a programme for approx five and a half k, but this feels very steep to me (even though they offer a plan and check in coaching sessions etc.).
Any recommendations?