Terri Watson - Financial Adviser for mums

17/09/2025

How would you like to get your finances sorted and earn some extra $$$$

I am looking for 10 mums that would like to use this cashflow tracker and help me start my affiliates team 😍

Comment below or send me a message if you would like to know more 😊

Peace, Love and Spreadsheets

Terri

15/07/2025

✨ Women’s Success Social – Your Kāpiti Biz Catch-Up ✨

Next meet-up: Friday, 18th July 2025 | 10:30 AM – 12:00 PM
Location: Sunday Cantina, Raumati South

This month, we’re diving into all things social media — from smart strategies to creative content ideas. Whether you love it or loathe it, we’ve got tips and tricks to help you simplify your socials, show up with confidence, and stand out with ease.

Bring your questions, wins, and wisdom — this is a collaborative session where we all get to share, learn, and grow together.

If you're craving real connection, fresh inspiration, and a reason to step away from your screen for a morning, this space is for you.

💬 What to expect:
🤝 Genuine connection with local women in business
📱 Practical social media know-how
✨ A welcoming space to ask, share, and grow
☕ Great coffee and even better company

No pitches, no pressure — just community, connection, and conversation.

Hosted by:
Terri Watson - Money Mentor
Claire Fromont - Harcourts Real Estate

Come as you are — we’d love to see you there. ❤️

16/06/2025

✨ Women’s Success Social – Your Kāpiti Biz Catch-Up ✨
Next meet-up: Thursday, 19th June 2025 | 10:30 AM - 12:00 PM
Location: Sunday Cantina Raumati South

Running a business can feel like a lot — especially when you're also juggling school runs, client calls, and everything in between.

If you’ve been craving some connection (the real kind), a fresh perspective, or just a reason to get out of the house and have a great coffee — Women’s Success Social is for you.

This isn’t your typical networking event. No pitches, no pressure — just a warm, welcoming space for local wāhine in business to chat, share, and support one another. Whether you’re just getting started or have been at it for years, you’ll find real conversations, fresh ideas, and women who truly get it.

Why come along?
☕ Chat with other women in business who know what it’s like
✨ Be inspired, encouraged, and supported
📈 Swap ideas, insights, and maybe even a few laughs
🌿 Enjoy a beautiful morning at Sunday Cantina (yes, the coffee’s good)

Hosted by:
Terri Watson - Money Mentor Founder The Healthy Wallet Project
Claire Fromont - Harcourts Real Estate
Just show up as you are — we’d love to see you.

Tag a business bestie who needs this kind of morning too!

26/05/2025

Are your personal insurance premiums creeping up year on year?

Let's review them together!

I offer a free no obligation review send me a message now

16/03/2025

✨ Women’s Success Social – A Space for Women in Business ✨

Kāpiti women in business, this one’s for you! 💡💬

After an incredible first event, we’re back next Friday for another Women’s Success Social—a relaxed and inspiring meetup where women in business can connect, share, and lift each other up. No formalities, no speeches—just real conversations over coffee with like-minded women who get it.

Why come along?
🤝 Build genuine connections with local businesswomen.
💡 Share experiences, ideas, and insights in a supportive space.
🚀 Walk away inspired, motivated, and with a few new business besties!

📍 Where? Sunday Cantina, Raumati South
📅 When? Friday, 21st March at 10:30 AM

If you missed the first one, now’s your chance to see what all the fuss is about! Same venue, same time—just another chance to connect and grow together.

Tag a business bestie who should be there! 👇 Let us know you’re coming and we’ll see you there! ☕💛

18/02/2025

Are you feeling overwhelmed on where to start with sorting out your finances?

Are you wondering 🤔

- is my KiwiSaver in the right fund?
- How can I save more
- I want to invest but I don't know where to start
- I need help but I want to talk to someone that cares about my needs?

Hey I am Terri a Financial Adviser at FoxPlan Ltd and I offer a FREE 20 minute no obligation meet and greet.

This is a great opportunity to talk about what you want to achieve and get clarity on how to make it happen.

If you want to meet again it is completely up to you!

In person or online options available 😊

Send me a Message now

16/02/2025

✨ Women's Success Social – A Space for Kāpiti Women in Business ✨

Ladies, let’s talk business—over a coffee! ☕💬

*Sometimes, great minds think alike 💡💜 We recently discovered that another awesome group of local women in business are brewing under the name Coffee and Connection, so were embracing a new name!

Say hello to WOMEN'S SUCCESS SOCIAL 🙌 💕 - We're excited to bring local women in business together for something special! Terri Watson - Money Mentor and Claire Fromont - Harcourts Real Estate Kapit proudly present Women's Success Social!

Whether you’re just starting out, scaling up, or simply looking for a like-minded crew to bounce ideas off, Women's Success Social is for you. This isn’t your typical business networking event - Just real conversations, real connections, and real support from women who get it.

Why come along?
💡 Share your experiences and learn from others.
🤝 Build genuine connections (because business is better with a support crew!).
📈 Get fresh insights and motivation to keep growing.
🌿 Enjoy a relaxed morning at the beautiful Sunday Cantina in Raumati South.

📍 Where? Sunday Cantina, Raumati South
📅 When? Friday, 21st February at 10:30 AM

Come to be social, stay for the success! Let us know your coming — show up, grab a cuppa, and let’s connect! ☕💛

Tag a business bestie who needs to come along! 👇

11/02/2025

Would you like to meet other like minded women on the Kapiti Coast?

Come join Claire and I for a coffee date, we would love to meet you!

✨ Coffee & Connection – A Space for Women in Business ✨

Ladies, let’s talk business—over a coffee, of course! ☕💬

I'm excited to bring women in business together for something special alongside Terri Watson - Money Mentor (financial adviser & founder of The Healthy Wallet Project) for an event called Coffee & Connection!

Whether you’re just starting out, scaling up, or simply looking for a like-minded crew to bounce ideas off, Coffee & Connection is for you. This isn’t your typical business networking event—no awkward elevator pitches or stuffy handshakes. Just real conversations, real connections, and real support from women who get it.

Why come along?
💡 Share your experiences and learn from others.
🤝 Build genuine connections (because business is better with a support crew!).
📈 Get fresh insights and motivation to keep growing.
🌿 Enjoy a relaxed morning at the beautiful Sunday Cantina in Raumati South.

📍 Where? Sunday Cantina, Raumati South
📅 When? Friday, 21st February at 10:30 AM

Come for the coffee, stay for the connections. Let us know your coming — show up, grab a cuppa, and let’s chat! ☕💛

Tag a business bestie who needs to come along! 👇

02/02/2025

When was the last time you reviewed your KiwiSaver (NZ)?

Even if you are not working, working part time or casual employment and/or building a business it is so important that to make sure you are invested in the right fund for you now and into the future to help boost your funds to buy your first home or for retirement.

Perhaps you used your KiwiSaver to buy your first home and haven't moved it out of a conservative fund since.

I offer a free online or in person no obligation 30 minute financial health check to help you do a quick review of your finances 😊 comment below or send me a PM and we can chat.

03/01/2025

Hello!! I am looking for 5 overwhelmed mums who want to simply their finances and grow their wealth 🌱

I am offering 5 free spots next week for 45 minute strategy sessions.

We will:

1. Get clear on your vision for 2025
2. Find where you can simply and align
3. Set a 90 day action plan

No catch. Passion required ✨️

Send me a message or comment below and we can set a date and time 📅

Terri
Financial Adviser + Money Coach

30/12/2024

Rather than set more new years resolutions and have another to do list to tick off 🫣 try this instead:

Discover who you want to BE and then take aligned action everyday ✨️

I am offering 5 FREE strategy calls next week to help you:

1. Get clear on your vision for 2025 and
2. Create a 90 day action plan so you are not waiting to live your ideal day, you live your ideal day today ✨️

If you would like to chat to a Financial Adviser in the Financial Planning space for free get in touch via PM and we can set a time and date to chat 🙋‍♀️

15/12/2024

Why work with me 😊

I am breaking Financial Planning out of its boring box and going to a new deeper level of understanding of growing your wealth.

Financial Planning done differently 💁‍♀️

I help you get super clear on what your vision looks like for you, not what you think you should be doing but what lights you up ✨️ what brings energy to your life.

I meet you where you are at and we cover the 3 core strategies:

Control
Confidence and
Certainty

But I go one step further and I help you heal your relationship with money through money mindset tools and strategies.

This helps you to forgive past money decisions and feel confident stepping into your next chapter.

You become a strong independent woman who makes smart Financial decisions for her and her family because you cut out the noise, no longer care what other people think and believe so strongly in yourself that anything is possible ✨️

Don't wait to be ready, take action now by messaging me.