Terri Watson - Financial Adviser for mums

Terri Watson - Financial Adviser for mums Financial Adviser qualified In Lending, Personal Insurance and Investments.

I support families to take control of their finances and start living their dream life ✨️

You’re doing all the right things.Working. Paying bills. Feeding everyone. Trying to stay on top of it all.But somehow i...
19/05/2026

You’re doing all the right things.
Working. Paying bills. Feeding everyone. Trying to stay on top of it all.

But somehow it still feels tight.

And it’s not even always about not having enough money.

Sometimes it’s the constant mental maths running in the background all day long.

“What’s due this week?”
“Did that payment come out?”
“Can we afford that right now?”
“How are we already here again?”

😬

I see so many mums who look like they’re coping from the outside…but inside they feel constantly “on” when it comes to money.

Not irresponsible.
Not bad with money.

Just tired of carrying the pressure of everything.

I think a lot of women have normalised financial stress that actually isn’t normal.

You’ve just become really good at functioning inside it.

Are your personal insurance premiums creeping up year on year? Let's review them together! I offer a free no obligation ...
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

Are you feeling overwhelmed on where to start with sorting out your finances? Are you wondering 🤔 - is my KiwiSaver in t...
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

When was the last time you reviewed your KiwiSaver (NZ)?Even if you are not working, working part time or casual employm...
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.

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

Rather than set more new years resolutions and have another to do list to tick off 🫣 try this instead:Discover who you w...
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 🙋‍♀️

Why work with me 😊I am breaking Financial Planning out of its boring box and going to a new deeper level of understandin...
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.

Want to manifest your dream life in 2025? Get Clarity on what your vision looks like and create a 90 day plan with my Ma...
12/12/2024

Want to manifest your dream life in 2025?

Get Clarity on what your vision looks like and create a 90 day plan with my Manifest your dream life guide for only $9.99

You can get it here ⬇️

https://stan.store/thehealthywalletproject

FREE MASTERCLASS to help you Thrive in 2025! What you will get: 🎯 Clarity on what your priority is for the next 12 month...
09/12/2024

FREE MASTERCLASS to help you Thrive in 2025!

What you will get:

🎯 Clarity on what your priority is for the next 12 months

🚗 A simple step by step roadmap to help you gain control of your finances

✏️Set out an action plan for the next 90 days.

To be able to get you on you path to building your wealth and creating the life you desire.

No catch, passion required

When 18th December at 12.30pm via Zoom

Register here
www.thehealthywalletproject.nz/thrive-in-2025

BONUSES

1. 15min call with me before the masterclass to set yourself up for success
2. A goal setting workbook to get clarity around your goals before hand
3. Access to the 30 mins masterclass
4. A 90 day planner to help you set up your actionable steps

When was the last time you reviewed your KiwiSaver? Do you know where it is invested? Did you use it to buy your first h...
08/12/2024

When was the last time you reviewed your KiwiSaver?

Do you know where it is invested?

Did you use it to buy your first home? - What is it up to now?

Do you want to use it to buy your first home in 2025?

Are your strategy right for you now and into the future?

I offer a free no obligation money chat to help you ⬇️

Get clarity on what your priority is for the next 12 months and beyond 🎯

Provide a simple step by step process to help you gain control of your finances🚶‍♀️‍➡️

Set out an action plan for the next 90 days. 🗓

To be able to get you on you path to building your wealth and creating the life you desire.

No catch, passion required.

Step into 2025 with confidence ✨️

Are you Interested? Send me a Message or comment below

Address

Wellington

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