Our services include budgeting, debt repayment, managed funds, KiwiSaver, investment property and insurance advice. Our investment research is independent of conflicts.
In this video, we go through what exactly a financial plan includes, what you can expect from our financial planning process and how we’ve helped over 5,000 Kiwis secure their financial future.
We can sit down with you and implement manageable steps towards your goals. You will walk away with a personal financial plan and know the steps you need to take to achieve your goals. You’ll also have the opportunity for regular reviews to make sure you are staying on track with 24/7 access to our market-leading tools.
Before providing financial advice, we understand your values and what’s important to you.
We will work through your goals and project whether you are on track towards your financial goals.
Based on your goals and timeframe we will recommend the right suite of assets to help you grow your wealth and achieve your goals.
It is important to protect your income, assets and life so you and your family can achieve your goals if the worst were to happen.
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.
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Holistic Financial Advice
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Holistic Financial Advice