It's not about the money. It's about creating undeniable freedom.
Personalised financial plans that give you clarity, confidence, and the direction to live life your way.
Not sure what your next move should be?
Save? Invest? Pay off debt? Buy property?
You’re not alone — most people are asking the same questions, but without clear answers they get stuck, flip-flopping between decisions. Too many options. Too much conflicting advice. Not enough time. We know you’re busy.
You’re doing well, but you’re not sure if it’s enough… or if there’s a smarter way to get where you want to go.
Here’s the good news: you don’t need to have the answers.
That’s our job. We’ll get to know your whole financial world, cut through the noise, and build a clear plan that makes complete sense.
A plan that fits your life — not the other way around.
A Plan That Finally Makes Sense
Because clarity beats confusion. And direction beats standing still.
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It’s Not About the Money.
It’s about what money affords you: the option to work less, the choice of where you’ll take your next holiday, the pride in being able to support your family. The calm that comes when life doesn’t go to plan – and you know you’re covered. It’s the peace of mind that comes with freedom. That’s what it’s really about.
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Strategy-Led, Always.
We start with your strategy — not a product pitch. Your financial path should be as unique as you are. Sometimes that means paying off debt. Sometimes it’s investing. Sometimes it’s both.
Whatever the right mix, we begin with your goals and give you clear direction on the smartest way to get there.
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Genuine. Authentic. Real.
Money can be hard to talk about – we get it. We speak your language and listen to understand what matters most. We're real people helping real people make clear, meaningful decisions about money.
We’ll lay out your options and guide you toward what feels right. With us, you don’t just get expert advice – you get the comfort of knowing you’re in the hands of someone who genuinely cares.
How It Works
Simple steps. Solid support. Your strategy and direction, sorted.
Hi, I’m Amy
Founder of Levridge
Here’s the boring stuff I should probably tell you:
* Multi award-winning financial adviser
* Bought my first investment property at 18
* Built and sold a multi-million dollar financial planning practice
* Nearly 25 years in the industry (yikes!)
But here’s what I really want you to know:
I’m here to change the way people feel about money — so they know, deep down, they’re going to be okay.
Because let’s be honest — for most of us, money doesn’t feel like freedom. It feels like stress. A puzzle with missing pieces. Confusing. Overwhelming. And when you can’t see the full picture, it’s hard to feel confident about anything.
That’s why I do what I do. I take all that financial fog and turn it into something clear — a plan that makes sense for your life, not some cookie-cutter template. Because once things click into place, something powerful happens: you get your confidence back.
Confidence to make decisions.
Confidence to trust the direction you’re heading.
Confidence that unlocks the best part of all: freedom.
Freedom to have options. To have time. To choose what matters most.
To watch your kids grow up. To take the walk. Learn the thing. Build the dream.
To do whatever makes you happy — and do it without money being the reason you can’t.
Because at the end of the day, it’s not really about money.
It’s about building the life you actually want to live.
What It’s Like to Work With Us
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“ We recently worked with Amy on some bespoke financial services and can’t recommend her highly enough. Amy is an expert in her field and that, coupled with her friendly, highly relational and professional manner made her an absolute pleasure to deal with. We are incredibly happy with the outcome of our financial review and our outlook for the future is bright. We would never have discovered this without Amy’s diligent guidance. We wouldn’t hesitate to recommend Amy to others looking to get ahead. Thank you, Amy - from two very happy clients! “
- Blake & Jacqui, Auckland
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“ I can unequivocally say that working with Amy is the reason that I have financial success in my life today. From the time I first met with her to today, my partner and I have made significant changes with her support. This includes a real plan for our future and owning our first home via the Levridge model. She helped us into our first investment property and then some years later into our dream home. We've had heaps of fun along the way and Amy has helped us to understand that making informed financial decisions is key to achieving our lifestyle goals. I would highly recommend Amy as a Financial Planner and can't wait to work with her when we are ready for the next steps of our financial journey!“
- Victoria & Dan, Long Bay
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“Amy has been an absolute game-changer for our family. She has gone above and beyond every time, to not only help us with financial advice, but also to educate us on money matters that are truly transforming our future. This is ultimately transforming our son's future as well.
Every time we have a question, she takes the time to explain things clearly and thoroughly, always responding with care and thoughtfulness. Such peace of mind knowing we are getting quality advice from someone with her experience & knowledge of the industry.
What sets Amy apart is her genuine commitment to understanding our unique situation and goals. She offers sound, tailored advice and empowers us with the knowledge we need to feel confident in our decisions.
If you’re looking for a financial adviser who truly cares, listens, and acts in your best interests, Amy is the one. We are and will be forever grateful for everything she has done - and continues to do - for our family. Life changing! Highly, highly recommend Amy. “
- Rachel, Bayview
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“As first-time property investors, we were nervous stepping into this space but working with Amy has been an absolute game-changer. Amy guided us through the successful purchase and made what could have been a daunting process feel clear, manageable, and even enjoyable.
Her knowledge of the market and ability to explain complex concepts in an accessible way gave us real confidence in every decision we made. Whenever issues cropped up, she was responsive and proactive.
Above all, we appreciated the sound, trustworthy advice and the genuine care Amy showed throughout. We never felt like just another client. If you’re looking for someone who combines deep expertise with outstanding service, we can’t recommend Amy highly enough. “
- Sunny & Trisha, Papamoa
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“Amy is absolutely amazing! She made the entire process so smooth and stress-free with her expertise, clear communication and genuine care. Amy goes above and beyond and I would highly highly recommend her!”
- Sarah & Ollie, Hobsonville
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“Working with Amy completely transformed our approach to property investment. We had no idea it was even possible for us. Amy showed us a way where we could continue renting our large home with cheap rent, and become Rentvestors, by investing in property instead. Looking at it from this angle, property suddenly became possible for us. We never imagined we’d be in a position to buy a property so soon. Amy’s innovative, out-of-the-box thinking made what seemed impossible entirely achievable. She expertly facilitated the finance process and sourced the perfect property to meet our needs. Her guidance and support turned a complex process into a seamless, exciting experience. I highly recommend Amy for anyone looking to break the mould and achieve their financial goals. “
-Tyler & Brad, Whenuapai
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“Amy is amazing! She is extremely knowledgeable and patient, giving my wife and I the heartfelt advice and direction that we needed at the time. Amy is professional in her conduct and so easy to talk to, we are grateful for her time, and I could not be happier. I recommend that anyone looking to invest seek out her advice and services. “
- Tim, Wellington
Want to give it a crack on your own?
The DIY Financial Plan: 6 simple steps to financial freedom.
How To Find The Right Investment
Property: The beginner’s guide.
Teaming Up With Keep The Change
We've partnered with Luke Kemeys from Keep The Change to help everyday Kiwis take control of their money. Together, we're on a mission to improve financial literacy, build confidence, and help hardworking Kiwis get ahead.
“Amy brings a level of expertise and genuine care that's rare in the financial industry. She doesn't just talk about helping Kiwis - she actually does it, one family at a time. She's already changed the outlook for many KTC listeners and I highly recommend - definitely worth a chat!”
- Luke Kemeys, Keep The Change
Frequently Asked Questions
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We help people get clear on what they want from life - and how to make it happen financially. Whether it’s mortgages, KiwiSaver, insurance, or investing, we can help.
What sets us apart is how we connect all the dots. We take a holistic view of your financial world, making sure everything fits together seamlessly. That’s why most people start with a financial plan - so every decision is backed by strategy, not guesswork.
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Not at all. Most people come to us unsure of their next step. You don’t need to have it all figured out — that’s our job. All you need to do is show up – well guide you through the rest.
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Then you don’t pay. Simple as that. We back ourselves and our process, so you can feel safe knowing there’s no risk in giving it a go.
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Every plan we create is personalised — built around your goals, values, lifestyle, and resources. It’s not about selling products or cookie-cutter solutions. It’s about giving you clarity, direction, and confidence so you know you’re on the right path.
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Yes - that’s exactly what we do! We’ll help you step back, look at the bigger picture, and understand which direction makes the most sense for you. Through our personalised planning process, we bring all the moving parts together into one clear, practical strategy so you can move forward confidently in the right direction.
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Absolutely. Many people start without a clear plan and end up wondering if their money’s working as hard as it could—or if it all ties together for the future they want.
We’ll review what you’ve already set up, show you how it fits (or doesn’t) into the bigger picture, and guide you toward a strategy aligned with your goals. Whether your investments just need a tweak or a complete rethink, we’ll give you clarity and confidence that you’re on the right path.
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We know life is full on. That’s why we do the heavy lifting. You’ll only need to invest a few hours up front to share your situation, and we’ll turn that into a clear plan you can follow at your own pace.
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No. We work with everyday Kiwis — people with mortgages, bills, kids, and questions. You don’t need to have it all sorted. You just need to want clarity and a better plan for the future.
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Life happens — jobs shift, kids grow, markets move. That’s why your plan isn’t static. We walk alongside you, making updates as life changes, so you stay on track without having to start over.
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Definitely not. We keep it straight-up and simple. No financial waffle. Just clear steps, explained in everyday language so you feel confident, not confused.
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Your financial plan is a comprehensive roadmap that covers every key area of your financial life:
Your goals – a clear summary of your short, medium, and long-term goals.
Mortgages & debt – strategies to repay debt faster and more effectively, potentially saving you hundreds of thousands of dollars.
Cashflow management – analysis of your income and expenses, with tailored recommendations for managing your money.
KiwiSaver review – making sure you’re in the right fund, with the right provider, and maximising contributions—potentially adding thousands (or even hundreds of thousands) to your retirement savings.
Wealth creation strategy – assessing your progress, reviewing existing investments, and identifying new opportunities (shares, savings, property, or other investments).
Retirement & financial freedom – creating a plan for when and how you can step back from work, build passive income, and enjoy the lifestyle you want.
Protection & security – ensuring you and your family are protected so your plan stays on track no matter what life throws your way.
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Most clients choose to work with us on an ongoing basis. Your financial plan isn’t something you set and forget—it should evolve as your life does. Your circumstances will shift, your goals and motivations may change, and the economic environment will continue to move.
That’s why we recommend reviewing and updating your plan every year (or sooner if something significant changes). This way, your plan stays relevant, effective, and always aligned with the life you want to create.
Your Life. Your Money. One Clear Plan.
Life feels better when your personal world and financial world are aligned. We bring every piece together — your goals, lifestyle, family priorities, investments, property, mortgages, and insurance. We'll build your own financial plan that moves you toward the life you actually want — without money being the reason you can't.