Helen M. Grant

How did I get here?

You know those times when the Universe taps you on the shoulder to pay attention?  And keeps tapping.  Well it was doing that to me for about 5 years before I paid attention.

This is the story of how I have come to be a financial coach and mortgage advisor.

As I said, when I look back those pings to pay attention have been going on for a while, but it was 2019 when my marriage ended and I found myself 50-something, having been predominately a stay at home mum, helping with the family business and with a part-time therapy business, poor banking conduct records, no income earning record for 13 years, and a need to keep the  family home to give some stability for my kids and myself.  It was a mess.

A mutual friend connected me with a financial advisor.  His kind, pragmatic approach was exactly what I needed. I learnt I wasn’t as financially incompetent as I thought and within 6 months I had an income established, cleaned up my banking record and was able to buy out the other share of the family home for me and my kids.

And yet – I still wasn’t quite hearing the pings from the universe.

It was a year later when I needed assistance to refinance I flippantly  asked “How can I learn to do what you do?”

A year on and I am proud to say I have completed the NZ Certificate in Financial Advice and am a Financial Advisor.  I am contracted through DUX Financial Services to provide Mortgage advice and with my existing coaching skills – Financial Coaching.

If you go find me on the internet, you’ll see I am also a Kinesiologist and Natural Therapist - So how does all of this relate to the Well-Being and Coaching business I already have I hear you say – and do I still see clients for Well-Being? – Absolutely.

Financial Wellbeing is a significant corner stone in our overall well being.  We mostly likely have all had times when we can’t make the money stretch and the emotional and mental stress that comes from those financial gymnastics.  Working with a financial coach in preparation for buying or upgrading your home can make all the difference.

I am passionate about helping people live the life of their dreams whether in their first home, a future home, or re-inventing yourself after life changing events.

So if you are looking to make some changes to your home, or your mortgage is up for review, please reach out for a no obligation chat to see how I can help you.