Wealth Creation
Roadmap
Work towards financial freedom with a clear view of where you are now, and a decisive plan to get where you want to be.
For the majority of us, financial freedom isn’t defined by a life of luxury - it’s about having choices, and living life on our terms.
Whether your goals include paying off the mortgage, funding your kids’ education, or selling your business in 10 years’ time, Ake’s Wealth Creation Roadmap helps you get clear and specific — putting real numbers and timeframes behind your goals, and outlining the actions you’ll need to take to make them a reality.
How our Wealth Creation Roadmap service works:
Using smart software, we’ll look at your full financial picture, set meaningful lifestyle and retirement goals, and track your progress as you move towards them.
It begins with a 90-minute Planning Session, online or in person, led by a senior Ake team member..
During this session, we’ll use Planolitix and PocketSmith software to help you understand how your business profits, personal spending, debt, and investments impact your long-term goals.
You’ll be able to explore different “what if” scenarios, seeing how your financial choices today can shape your future.
Following the session, you’ll receive a Cashflow Model and Personalised Action Plan based on your goals.
Over the next 12 months, we’ll meet three times to check in, work through any challenges, and make the most of new opportunities to grow your wealth.
Take your first step towards financial freedom. Book a no-obligation discovery call with our team. We’ll talk you through the Roadmap and answer any questions you might have.
Alternatively, you can send our team an email with any questions.
What’s included:
✔️ 90-min Planning Session (online or in-person) + Report
✔️ Planolitix Cashflow Modelling
✔️ Pocketsmith Account and Budget Set Up
✔️ 3x 45-min Accountability Sessions (online or in-person)
✔️ Includes Planolitix and Pocketsmith software
Cost: From $195 + GST per month
What you’ll gain:
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✔️ Clear Financial Direction
Know exactly where you're heading and how to get there with a personalised plan tailored to your goals.
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✔️ Smarter Decision Making
Use real-time data and “what if” scenario modelling to make informed choices about your money and future.
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✔️ Less Stress, More Control
Feel confident and in control with full visibility of your income, spending, and goals, enabling you to make decisions without guesswork.
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✔️ Accountability
Gain the tools and personalised support to help you stay on track towards your financial goals, even when life changes.
Real stories. Real results
What our clients are saying
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We couldn’t be more grateful for the expertise and support we have received from Matt, Maia and the team at Ake while Business Planning. They took time to understand the needs of our Roofing business and helped us develop a strategy that is realistic and growth focused, and tailored to our needs. If you’re looking for accountants who genuinely care and bring both skill and dedication to the table, we highly recommend the team at Ake. We look forward to continuing our partnership with them!
-Shimon Dickey, Roof Works Whakatāne
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"“Matt helped open our eyes to what we need to be investing in for our future/retirement instead of working day-to-day. The key value was putting our goals on paper and having accountability. The whole session was great and the Zoom call was awesome, as we felt comfortable in our own home.”
- Sharon and Wyllie, Even Flow Earthworks Ltd
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"I have transitioned from many years with a different firm to Ake Accounting. I have found there communication and processes awesome. Everything is streamlined and simple to use. Tania-Rose & Matt are a great team and I feel like they genuinely care about the success of my business."
- Charelle Stevenson, Peppers Building Supplies
A team that understands your journey
Led by Tania-Rose Tamati (Ngāti Maniapoto, Ngāti Tuwharetoa, Te Atihaunui-a-Pāpārangi) and Matthew Davis, our team bring a wealth of real-world experience to the table, having worked in governance roles, as Trustees and as business owners.
This background enables us to offer a unique perspective grounded in both financial expertise and a deep understanding of the challenges that can arise.
Whether it's a quick phone call or a face-to-face meeting, we’re flexible in how we work, making sure you feel supported, heard, and empowered to achieve long-term success.