Anna and Amy talk all things Finance

Get insights on the biggest finance challenges facing the Ladies Who Lunch Community. Amy answers some tough questions.

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Your goals first.

Most financial advisors follow the same playbook, regardless of your wealth goals. At eriksensforMe, we believe you deserve a unique tailored approach. Whether you’re starting a business, starting a family or planning for retirement, we’ll meet you where you’re at.

  • Bring your goals and your ideas to life with truly tailored financial advice. Wealth means different things to different people - so let our team meet you where you’re at. We deeply care about bringing your vision to life.

  • Everything is changing. AI, market volatility and growth pressure. With Eriksen’s long-standing knowledge and fresh thinking - we’ll deliver cutting-edge tools to build wealth in today's unique financial landscape.

  • EriksensGlobal is a truly independent investment advisor. We’ve worked with large organisations for over 30 years. We’re passionate about enabling women to accumulate wealth. No commission chasing.

Talk to the team

  • “I used to feel unsure and overwhelmed. Now I feel like I have a partner in my corner. That’s priceless.

  • “I thought financial advice was only for rich people or later in life. I’m so glad I started now—it’s empowering.”

  • "I've got more certainty around my retirement plans - I believe I can achieve them"

Exclusive to Ladies Who Lunch Community

Meet Amy.

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Amy is a financial advisor and Director at eriksensforMe with previous experience in corporate investment strategy and experience in actuarial analysis for both family estates and separating couples. She has also advised on multi-million dollar investment strategies for organisations throughout Australia, New Zealand and the Pacific.

Amy also served for two years on the Board of a budgeting charity, so is no stranger to both sides of the wealth divide. She combines evidence‑based investing with practical, plain‑English advice across portfolios, cashflow, KiwiSaver, retirement, and property.

Learn more about eriksensforMe’s approach to wealth management and financial planning. Book now for a free financial check-up.

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Recent Client Feedback

“EriksensGlobal hit the right note right at the heart of the matter, literally!”

During my recent separation, they provided a sound economic disparity report that made all the difference towards a professionally accurate and thorough actuarial assessment during what was the most vulnerable of financial situations...”

“Compassionate And Objective”

Their whole approach gave me back dignity at my most vulnerable time. Their skills were of a level to deliver a succinct yet thorough assessment with a compassionate and truly objective approach..