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Financial Wellbeing Coaching Program

A series of 5 customised workshops designed only for you to
help you build your financial capability and gain confidence in
handling personal finances.

BUILD A HEALTHY
RELATIONSHIP WITH
MONEY

Collecting Money

Understand what money means
to you. Know your money personality.

MONEY MINDSET

Calculate Savings

Understand how your emotions
and values drive your money
decisions
Idenitfy where your money
mindset is coming from.

S.M.A.R.T. GOAL
SETTING

Darts in dartboard on wall

Learn how to set your financial
goals to make them more aligned
to your personal values and reset
them the S.M.A.R.T. way

BUDGET LIKE A BOSS

Working with Financial Documents

Undertake a personal finance
stocktake by learning how to
give every dollar a job to do.

MANAGE THE
NECESSARY EVIL- DEBT

Calculator

Enhance your knowledge
about student debt, personal
debt and learn popular
strategies to manage debt.​

Disclaimer:  Hesha Irani is not a registered financial advisor and HerFI is not a financial advice provider. All information provided is general and for educational purpose only and not to be relied upon to make investment decisions.   If you want help with your individual investment choices, please do your due diligence and/or seek independent advice from a licensed financial advisor. 

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Have a question? Email me: 

hello@herfi.co.nz

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