Create your personalised plan for financial freedom.

Take control of your financial future with The Wealth Map Workbook — a practical, inspiring guide designed to help ambitious Kiwis build clarity and confidence around money.

Inside, you’ll explore your values, map your goals, and design a financial plan that aligns with your version of wealth — whether that’s freedom, security, adventure, or growth.

You’ll reflect on what matters most, take stock of where you are today, and plan tangible next steps toward the life you want.

This workbook is ideal for anyone ready to:

Define what “wealth” means for them

Align money decisions with personal values

Build structure around savings, property, KiwiSaver, or investment goals

Take the first step toward financial independence

It’s not about theory - it’s about action. This is your space to design a life and financial plan that feels aligned, achievable, and exciting.

Claire Williamson, Founder of My Investments — helping everyday ambitious Kiwis get ahead