Financial Navigators
At Blue Canoe, we’re dedicated to supporting Kiwis in skilfully navigating their financial journeys. Think of us as your financial guides. With clear, evidence-backed advice and guidance across various aspects of your financial life, you'll gain control and readiness for what lies ahead.
Expert Data-Driven Financial Advice
No matter where you are in your financial journey, we're here to help you reach your goals faster. We combine 35+ years of industry experience and expertise with cutting-edge software. Our advice is backed by real data (not guesswork) at every twist and turn of your financial journey.
Expert Data-Driven Financial Advice
No matter where you are in your financial journey, we're here to help you reach your goals faster. We combine 35+ years of industry experience and expertise with cutting-edge software. Our advice is backed by real data (not guesswork) at every twist and turn of your financial journey.
Flexible Packages
Everyone’s journey is unique. Find a Blue Canoe package that suits your goals and budget, or book a free discovery session and we’ll help you choose the right package for you.
Set Your Course
ESSENTIALS PACKAGE
Work towards long-term financial success with strategies that maximise wealth and safeguard what’s important.
✓ Maximise wealth
✓ Minimise debt
✓ Protect what matters most
Move Ahead
STANDARD PACKAGE
Propel towards financial success with everything in the Essentials package, while taking control of your spending.
✓ Everything in the Essentials Package
✓ Extra planning sessions
✓ Use of a market-leading budgeting and personal finance app
Do It Your Way
BESPOKE PACKAGE
Design your own package by selecting any services from our Standard package.
✓ Mix-and-match one or more services from our Standard Package
Protect Your Crew
WORKPLACE PACKAGE
Secure attractive group insurance and KiwiSaver deals and financial planning services for your employees.
✓ Group insurance deals
✓ Group KiwiSaver deals
✓ Employee access to other packages
Flexible Packages
Everyone’s journey is unique. Find a Blue Canoe package that suits your goals and budget, or book a free discovery session and we’ll help you choose the right package for you.
Set Your Course
ESSENTIALS PACKAGE
Work towards long-term financial success with strategies that maximise wealth and safeguard what’s important.
✓ Maximise wealth
✓ Minimise debt
✓ Protect what matters most
Move Ahead
STANDARD PACKAGE
Propel towards financial success with everything in the Essentials package, while taking control of your spending.
✓ Everything in the Essentials Package
✓ Extra planning sessions
✓ Use of a market-leading budgeting and personal finance app
Do It Your Way
BESPOKE PACKAGE
Design your own package by selecting any services from our Standard package.
✓ Mix-and-match one or more services from our Standard Package
Protect Your Crew
WORKPLACE PACKAGE
Secure attractive group insurance and KiwiSaver deals and financial planning services for your employees.
✓ Group insurance deals
✓ Group KiwiSaver deals
✓ Employee access to other packages
Our Process
Free Discovery Session
We get to know you, your circumstances and goals for the future. We identify areas we can help and recommend one of our packages that will best suit your needs.
Kick-start Session
We take you through the smart technology we use and kick-start your journey with us by entering and analysing your financial data from the last 3 months.
Follow-up Session
We capture a complete picture of your finances from the last 12 months, analyse the data, and recommend strategies to improve your financial well-being.
Progress Meetings
We have regular meetings with you to review your progress and help you to stay on track, and provide follow-up financial advice and coaching to keep you moving in the right direction.
Book A Free Discovery Session!
Book a complimentary, no-obligation discovery session with one of our financial advisers. We’ll complete an assessment to determine your needs and recommend a package that will best meet your unique goals and circumstances.