Financial Coaching
Space to talk openly about what’s working, what feels messy, and what needs attention. If you’ve ever thought “I should probably have this more sorted”, this is where coaching helps.
Initial 1.5-hour session $300
About coaching
Independent financial coaching & advice · Auckland
Get on the right path with your money
Financial coaching, money life planning and independent investment advice, so you can move forward with clarity and confidence.
- IndependentNo products sold, no commissions
- LicensedFinancial Advice Provider · FSP1010626
- $300First 1.5-hour Couch Session
- 100%Confidential and free from judgement
Welcome to OPEN
A calm, confidential space to think clearly about your money
If you’re feeling unsure, stuck, or simply want to know you’re making the right decisions with your money, welcome.
OPEN helps you bring structure to your finances, reduce uncertainty, and build a practical plan for the life you want to live.
Sometimes that’s a one-off check-in. Sometimes it’s deeper work through a transition, opportunity, or big decision.
OPEN is fully independent. It doesn’t sell financial products or receive commissions, so the guidance you get is clear, objective and focused on what’s right for you.
Three ways to work together
From a first conversation to a full plan
Start wherever you are. Each step builds on the one before.
2 See the road ahead
OPEN MoneyLife Plan
A structured, visual roadmap that answers the big questions: when you can work less, how long your money will last, and how much you can safely spend. We model scenarios so you can weigh the trade-offs.
Full planning package $1,500
About the plan
Investment Guidance
Understand where you stand, confirm your risk profile, and make sure your KiwiSaver and other investments line up with your goals.
Generally included in the MoneyLife Plan
About investment guidance
The story behind OPEN
Sean McCready
Founder, Licensed Financial Adviser and Financial Coach, Auckland
“For most of my career I worked in marketing and communications. I co-founded a business from scratch, grew it to 120+ people and $140 million in billings, and eventually sold it to a multinational corporation…”
Who OPEN works with
Individuals and couples who want to feel steady about the future
If you’re willing to look honestly at your finances and make considered decisions, you’ll get a lot from working together.
- Established professionals who want structure, clarity and a clear path forward
- People navigating change: career shifts, relationship transitions, business exits, redundancy or inheritance
- Those approaching retirement who want to understand their options and timing
- Financially capable people who are doing well, but still feel uncertain or anxious about money
Ten OPEN Fundamentals
The principles behind every plan
- Pay down high-interest debt quickly
- Build an emergency fund
- Spend intentionally and invest consistently
- Get KiwiSaver working for you
- Protect what matters through appropriate insurance
- Plan for the long term. Think 30 years!
- Invest in diversified, low-fee share funds as a core strategy
- Think global; don’t overdo local
- Don’t invest in what you don’t understand
- Keep things simple, and stay invested through cycles
Our time with Sean was incredibly valuable. He provided a calm, non-judgemental space to talk through our finances and helped us make practical decisions to reduce risk while still supporting our long-term goals. The forecasting tools made the options clear, and we left with real motivation to take action. He even helped my son get started on his savings and investment journey.
Working with OPEN gave us the clarity and structure we’d been missing. The conversations felt calm, practical, and genuinely supportive, and we never felt rushed or pressured. Complex financial decisions became much easier once we could see how everything connected to our goals. We left feeling more confident, better organised, and with a clear path forward.
Get in touch