Leadership support,
with personal financial planning
built in.
Senior leaders spend their days making decisions for everyone else. We give them dedicated support to think clearly about their own leadership, life and finances too.
Leadership coaching + private personal financial planning for senior people.
Space to think properly. Decision-making, confidence, boundaries, change.
Personalised planning with a practising financial adviser. Done with them, for them.
Senior people
carry a lot.
Leadership comes with responsibility. And somewhere underneath all of that is a person with their own decisions to make too.
Those things do not sit neatly outside work. The Capability Collective gives senior leaders access to two kinds of specialist support, brought together in one programme.
Two kinds of support,
one programme.
Leadership support
Space to think properly.
Led by a qualified integrative wellness coach, the leadership component can support senior people with areas such as:
The format can be tailored to the organisation and may include group sessions, individual coaching or a combination of both.
Personal financial planning
Private, individual and done properly.
Each leader can receive personalised financial planning with a qualified practising financial adviser.
They leave with a clear understanding of where they stand, what matters most and what to do next. This is professional financial planning, done with them and for them.
Leadership decisions and life decisions are not completely separate.
Sometimes the issue is technical. Sometimes it is behavioural. Sometimes it is both. That is why we bring leadership support and financial planning together.
What this is not.
Not another leadership workshop
This is not a generic session on communication styles or productivity. The coaching is designed around what the person is actually navigating.
Not financial literacy
The financial side is led by a practising financial adviser who works with real clients making real financial decisions. This is not theory. It is planning grounded in real advisory work.
Not a product sales channel
The financial work is fee-only. No commissions. No percentage-of-assets fees. No product sales. No funnel into investments, KiwiSaver or insurance products. The advice starts with the person.
private.Always.
The employer funds access.
The leader's information stays theirs.
We do not share a leader's personal financial information with their employer or colleagues. This includes:
Where personalised financial advice is provided, it is delivered through FoundHer under its Financial Advice Provider licence.
Not more information.
Not another task.
That is the value.
A more meaningful way
to invest in senior people.
You are already asking a lot of them professionally. This gives them access to specialist support across both the role and the person behind it.
It can sit alongside existing leadership development, executive benefits or senior talent programmes.
Shaped around
your organisation.
Leadership development
Group or individual coaching, designed around what your senior people are actually navigating.
Private financial planning
One-to-one discovery, analysis and personalised recommendations with a practising financial adviser.
Implementation support
Follow-up to help leaders act on the plan rather than let it sit in a drawer.
We are currently working with organisations to shape pilot engagements around their leadership teams.
Start a conversation
Your senior people do not need to become experts in everything.
They need access to the right people when the decisions matter. Talk to us about your leadership team.