Investment Advice | Lighthouse Financial

Investment Advice

There is an endless supply of unit trusts, investment funds, direct shares and bonds in the market.

While most investors can get caught out looking for high returns or chasing the next big thing, there are other crucial factors you should take into consideration when choosing how to invest – understanding what is important to you, the level of risk you are comfortable with, your investment timeframe and your goals.

Investment Advice

POA

You may want to talk to us if:

  • You have a lump sum to invest (potentially a term deposit, proceeds from a property sale, inheritance, etc);
  • You want to plan for retirement or are retired;
  • You are regularly saving and want to look at investment options outside of cash;
  • You are not happy with low interest rates;
  • You want to review your current investments

FAQs

How do I know my money is secure with you?

Your money's security is paramount to us. We utilise a third-party platform, FNZ, renowned as the world's largest custodial service, ensuring rigorous segregation of duties and providing both security and convenient online access. Consilium facilitates our access to the FNZ platform, offering an independent and secure repository for your investments with online accessibility.

How do you invest your funds

We partner with MyFiduciary, an independent research house, to design investment portfolios aligned with your goals. They use rigorous research to ensure the best outcomes. We don't receive any commissions or incentives from the funds we recommend. This means our decisions are solely focused on your best interests, without any conflicts.

How do I know if investing is right for me?

To know if investing is right for you, we use Planolitix, a helpful financial modelling software. It creates visual representations of your financial situation now and in the future, considering changes like income, housing, and family plans. This tool helps us provide clear advice and stress tests your plan for unexpected events.

Wealth Services

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We use our expertise to guide the way to wealth and prosperity through business, investing and property.

Mitch Worthington

Analyst

Jess Hargreaves

Financial Adviser

Talk to us

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

We place your goals and ambitions before any strategic allocation of assets. Before providing financial advice, we understand your values and what’s important to you.

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Absolutely unbelievable service from Andrew and Laura. They helped us buying our first home in what is a very difficult process to get your head around at times. Felt in such safe hands with them.

Ash was fantastic to deal with, a great communicator and always available to answer any questions we had in regards to our insurance needs. He made the whole insurance process very easy for us from start to finish.

We feel that this is the best money we have ever spent, James and the team have worked hard to give us a plan that sets us up for a secure retirement, with regular meetings to hold us accountable.

After listening to one of their podcasts, I reached out to get my life/income protection insurance sorted. Ash was super helpful throughout the process. I'd definitely recommend you reach out!

The whole team at Lighthouse have been amazing in servicing all my personal and business needs. The team are friendly, attentive, and focused on delivering the best financial solutions tailored to my individual circumstances.