Investors and financial planning
Whether mum and dad investors, immigration investors or young families planning for their future, one thing is certain- that life changes.
Are you retired or thinking about retirement?
Have you saved up a lump sum or inherited?
Have you gotten divorced or downsized your home or business?
Do you want to create passive income, but the only advice or guidance available is around buying more property?
The two biggest questions we get asked by almost everyone are:
Do I have enough money to retire?
How much can I spend in retirement?
Retirement means financial independence- not may people want to work a 40+hr week into their 80’s. at some point you’ll want to enjoy the life you have worked hard for- and holistic financial planning is the key to finding the balance. Security comes from planning ahead. We use wide and varied investment options to help achieve your goals.
Insurance
Best laid plans can fail if they are not protected. We do no “sell products” but work with you to put in place protection to keep your financial plans on track even when life doesn’t go as planned.
KiwiSaver
Would you go to the ATM- draw out $500 and then throw it out the car window on the motorway?
No? then there is no excuse for you not being in KiwiSaver! Like any investment, we can help you figure out the various options, and integrate it into your future planning.
Connections and Specialists
We are Financial Planning and Investment specialists. We do not pretend we are anything else, so we work with Mortgage Advisers, Lawyers, Accountants, Currency specialists, Research providers and Economists to ensure we can build a team of experts around you!