1st lesson free
Grant's profile and their contact details have been verified by our experts
Grant
- Rate $151
- Response 1h
$151/hr
Contact
1st lesson free
- Accounting
- Commerce
- Financial management
- Tax system
Achieve financial freedom with expert coaching tailored to your personal goals, budgeting, and long-term planning
- Accounting
- Commerce
- Financial management
- Tax system
Lesson location
About Grant
Hi, I’m Grant. I am a dual-credentialed financial professional holding both my CPA (Certified Public Accountant) and CFP (Certified Financial Planner).
Money is deeply personal, and navigating it can often feel overwhelming, stressful, or bogged down by complex jargon. My goal as a coach is to strip away the confusion and provide you with a clear, judgment-free roadmap. Whether you are trying to break the paycheck-to-paycheck cycle, build a bulletproof budget, optimize your investments, or ensure your financial plan is completely tax-efficient, I am here to help you take control.
I don’t believe in one-size-fits-all financial advice. Together, we will look at your unique numbers, establish your personal goals, and build the exact habits and strategies you need to make your money work for you. Let's de-stress your finances together!
My goal is to educate and move on. For some that's one or two meetings, for others it can be a few months. As I said, this isn't a one-size-fits-all scenario. Think of me as a short-term investment. The dividends earned will be financial literacy that will carry you for life.
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About the lesson
- Primary
- High School
- NCEA Level 1
- +5
levels :
Primary
High School
NCEA Level 1
NCEA Level 2
NCEA Level 3
Adult education
Masters
Doctorate
- English
All languages in which the lesson is available :
English
My approach bridges the gap between high-level financial strategy and everyday habit-building.
The "No-Judgment" Audit: We look at your current numbers objectively. Money is emotional, but our analysis is data-driven and stress-free. Think Caleb Hammer from Financial Audit (amazing YouTube channel!) except less screaming.
I bring advanced, dual-credential expertise directly to your personal finances. As both a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP), I offer a rare 360-degree view of your money.
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Rates
Rate
- $151
Pack prices
- 5h: $708
- 10h: $1351
online
- $151/h
free lessons
The first lesson with Grant will allow you to get to know each other and discuss your needs for future lessons.
- 30mins
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