Clear answers
for life's
money moments.
Whether you've changed jobs, are buying your first home, taking time away from work – or simply checking you're on track.
Start free by seeing where you stand. Choose personalised financial advice if you'd like to go further.
What brings you here today?
Choose your situation
I'm wondering if I'm on track
See where you're heading and decide what to do next. Based on your real life, not an average one.
I've changed jobs
A new salary often means it's worth taking another look at your KiwiSaver.
I'm taking time away from work
Whether it's parental leave, study or caring responsibilities, or an unexpected break, understand what it means for your future.
I'm buying my first home
See whether you're on track – and what changes are worth making before you buy.
I've started working for myself
Employer contributions stop. Your planning shouldn't.
I'm getting closer to retirement
Understand whether your current path supports the retirement you want.
Why people choose Ask Cassie
Personalised
Every recommendation is tailored to your circumstances, goals and answers.
Not generic guidance. Not a one-size-fits-all report.
Independent
We don't receive commissions or payments from providers.
Our advice is paid for by you, so every recommendation is built around your interests – not someone else's product.
Affordable
Traditional financial advice often costs thousands of dollars because it's built around hours of adviser time.
Ask Cassie uses technology to make independent, personalised advice available for a fixed fee. Technology doesn't replace the advice – it makes this price possible.
Regulated
Advice is provided under the Cass Advice Financial Advice Provider licence.
Technology changes how advice is delivered – not the standard it's held to.
Built on experience
Ask Cassie is part of Cass Advice, founded by Rhiannon McKinnon.
Rhiannon has spent more than twenty years in New Zealand's financial services industry, including as CEO of Kiwi Wealth. She created Ask Cassie to make independent financial advice available to the millions of New Zealanders who have never had access to it before.