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
We work with dedicated insurance specialists Majesty to ensure that your financial plan includes the necessary protection to stay on track if the unexpected happens.
KiwiSaver
Imagine leaving free money on the table. That’s what you're doing if you're not in KiwiSaver. Even if you’re not thinking about retirement yet, the government contribution is an opportunity you shouldn’t miss! We can help you choose the best option for your goals and make sure it fits into your overall financial plan.
Connections and Specialists
We are Financial Planning and Investment specialists. We do not pretend we are anything else, so we work with Insurance and Mortgage Advisers, Lawyers, Accountants, Currency specialists, Research providers and Economists to ensure we can build a team of experts around you!