What do you need your money to do for you? Early retirement, helping your kids, peace of mind, etc. We will work through your goals and project whether you are on track. If you aren’t on track we will work out how to get there.
We help our clients build their wealth. We do this through tools like budgets, debt repayment advice, helping you buy your first home, investment property, KiwiSaver and index funds. We also have an independent research house that builds investment portfolios for our clients.
Everyone likes to plan for the future and grow their wealth, but we can be a bit slack when it comes to protecting our wealth if the worst were to happen. For most of you, your income is still your biggest asset. That means it is important to protect your income and life so you and your family can achieve your goals if the worst were to happen. This means putting life insurance and income protection in place.
Once we have built your financial plan we encourage our clients to complete an annual review to make sure we are changing tack as life happens and keeping on track to achieve your goals.