Our Services

Helping you build a stable financial future with clarity and confidence.

Close-up of hands reviewing detailed budgeting spreadsheets over coffee.
Close-up of hands reviewing detailed budgeting spreadsheets over coffee.
A calm meeting space with a laptop open to investment charts and notes.
A calm meeting space with a laptop open to investment charts and notes.
Budget Coaching

Simple strategies to manage money and reduce financial stress.

Insightful advice to grow savings and make informed investment choices.

Kiwisaver and Investment Advice

Tailored plans to secure your financial goals for years ahead.

Meet Jo Choat

I will guide you toward financial peace with clear, honest advice tailored to your life.

A friendly advisor sitting across a table from a client, discussing financial plans with warm smiles.
A friendly advisor sitting across a table from a client, discussing financial plans with warm smiles.
Close-up of hands reviewing a financial document with a pen, symbolizing careful planning.
Close-up of hands reviewing a financial document with a pen, symbolizing careful planning.

My Promise

At Jo Choat Financial Wellbeing Coach, your wellbeing is our priority

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Numbers are my expertise, people are my passion

Financial clarity made simple and supportive.

Help

Questions? Reach out anytime.

Contact

Connect

jo@jochoat.com

+64 21 476 322

© 2025. All rights reserved.

Regulatory

FSPR Number: 1006783

Financial Advice Provider: The Advice Group Limited

FSPR Number: 479126

30A Honeysuckle Lane, Mairangi Bay 0630