Our services include budgeting, debt repayment, managed funds, KiwiSaver, investment property and insurance advice. Our investment research is independent of conflicts.
Getting Started
An initial meeting to understand your goals and get to know you a little better.
Moving Forward
Our financial plans will forecast your future lifestyle and provide you with all the steps to get there.
Review
As your life changes, we will touch base regularly to review the plan and recommend appropriate changes.
What's the difference between holistic and regular financial advice?
Holistic financial advice looks at your entire financial picture, taking into account all aspects of your life and goals. It considers factors like your income, expenses, assets, debts, lifestyle, and future plans to create a comprehensive plan tailored to your unique situation. Regular financial advice, on the other hand, may focus on specific areas or goals, such as investing or retirement planning, without necessarily considering how these pieces fit together in the broader context of your life.
How do I know how often I should have financial reviews?
The frequency of financial reviews depends on your individual circumstances and goals. Generally, it's a good idea to have reviews regularly, this ensures your financial plan stays on track and adjusts as needed to changes in your life or the market. Your financial advisor can help determine the best review schedule for you based on your situation and objectives.
What do I get with a financial plan?
With a financial plan, you receive a tailored roadmap for managing your money and achieving your goals. It includes a detailed analysis of your current financial situation, like your income, expenses, assets, and debts. The plan outlines specific strategies to help you reach your objectives, whether it's saving for retirement, buying a home, or paying off debt. Overall, a financial plan provides clarity, direction, and peace of mind about your financial future.
How long does a financial plan take to create?
The time it takes to create a financial plan can vary depending on your individual circumstances and the complexity of your financial situation and goals. Typically, it can take a few weeks to develop a comprehensive financial plan. This allows for thorough analysis, discussions about your objectives, gathering of necessary information, and crafting tailored recommendations.
Wealth Services
We use our expertise to guide the way to wealth and prosperity through business, investing and property.
Our team are here to help get you started or to simply have a chat.
Tell us your unique requirements and find out how we can help
Services
Holistic Financial Advice
Investment Advice
KiwiSaver
Holistic Financial Advice
