Opening soon, New Zealand
You are doing fine. You just want to know if it is enough.
I'm Sarah Curley, a registered financial adviser in Christchurch. I am building She's Invested, a financial advice service for women, and it is nearly ready.
The first intake is capped at a small number of clients. Adding your name puts you on the list, which is not the same as holding a place.
Coming soon
How this unfolds.
The waitlist is open
Add your first name and email, and I keep you posted as things move. That is the only thing your details are used for.
The licence issues
Once the Financial Markets Authority issues our Financial Advice Provider licence, the doors can open. I will not put a date on that, because it is not mine to promise.
The first intake opens
A small, capped number of places, so the service is delivered properly. Everyone on the list hears at the same time, with the numbers stated plainly.
Sound familiar?
If any of this is you, this is being built for you.
"I earn okay. I still have no idea whether I am on track."
There is no scoreboard for this, so people guess, and guessing feels awful.
"My KiwiSaver is in whatever fund I was put in at 22."
Extremely common, and quietly one of the more expensive things on this list.
"I have googled it. There is too much of it and none of it is about me."
General information stops exactly where your situation starts.
"I feel behind, and I do not want to be judged for it."
You will not be. No starting point I have seen has struck me as embarrassing.
What is coming
Financial advice, built the way it should have been.
Twelve guided sessions
Short sessions you work through in your own time, starting with your relationship with your finances rather than a spreadsheet.
A written plan, from a person
A plan in plain English, written by me and talked through with you on a call before it is final.
Everything in one place
Your goals, your numbers, your plan, and your decisions, in an account that saves as you go and waits for you.
You pay me, and only you
Fees will be the only payment She's Invested receives for advice. No commissions, and no payment from product providers.
- Registered financial adviser, FSP1011454
- New Zealand Certificate in Financial Services, Level 5, Investment and Personal Insurance strands
- Bachelor of Business, Massey University, majoring in Financial Planning and Advice
- Certificate in Real Estate (Salesperson) and Certificate in Property Management
- Based in Christchurch, working with women throughout New Zealand
Who is behind this
One adviser. Me.
I started She's Invested because I kept meeting capable, hard working women who felt behind with money, when the truth was that nobody had explained it to them in a way that made sense.
Financial advice in this country has mostly been built for people who already have money, already speak the language, and already feel welcome in the room. If that is not you, the industry has quietly told you that you are the problem. You are not.
Before financial advice I worked in residential property management, including in Christchurch after the earthquakes, which is where I learned what financial stress looks like up close, and how much difference one clear conversation can make.
She's Invested is a for-profit social enterprise, and the mission I wrote for it in 2021 has not moved: to empower and educate, to get more money into the hands of New Zealand women. It is a direction rather than a promise about anyone's individual result.
Where things are up to
The straight version, because you should have it.
We are not open yet
She's Invested Limited has applied to the Financial Markets Authority for a Financial Advice Provider licence. Until that licence is issued we are not able to provide financial advice services, which is why this is a waitlist rather than a sign up. Everything on this page is general information, not financial advice.
The first intake is small, and the list is not a queue
Adding your name does not reserve a place and is not a guarantee of one. The first intake will be capped at a small number of clients so that the service is properly delivered rather than stretched. When places open I will email everyone on the list, tell you how many there are, and explain how they are allocated. If you are not in the first group, you stay on the list for the next one, and you can come off the list at any time.
What it will cost
There will be a free option and paid options. Full pricing, the scope of the advice, and the terms will all be published before anyone is asked to decide anything, so nobody commits to a number they have not seen.
What sits outside the advice
The plan is to advise on KiwiSaver, savings, investing, retirement, and decisions about buying or selling property. Insurance, mortgage and lending, legal work, and personalised tax advice each need their own licence or qualification, so those get referred to a specialist.
Want to know when the doors open?
Leave your first name and email. I will let you know when She's Invested opens, and how many places there are. That is the only reason I will use it.