Financial Planning
Are you on track to reach your financial goals?
Every New Zealander has their own unique goals, be it a comfortable retirement, buying a home, the big OE or giving their children the best possible head-start.
Too often we rely on “back of the envelope” estimates for achieving our goals. A robust financial plan removes the guesswork, providing certainty of outcomes and a clear way forward.
What does a financial plan mean for our clients?
A plan means knowing you have enough for the retirement you deserve. Knowing your wealth is working for you, not vice versa. Knowing the next step forward is a step towards achieving your goals. All without compromising on the things that are important to you.
To our clients, a financial plan provides assurance that they are on the right track.
What’s involved?
Identifying and quantifying your financial goals
An analysis of your current financial position, including assets, liabilities, incomes and spending
An analysis of your appetite for investment risk
Recommending investment strategies, portfolio structures and investment products appropriate for your needs
Recommendations for how to optimise your current assets and incomes around your goals
General advice regarding taxation, estate-planning and insurances
Ongoing reviews and advice to ensure you remain on track
Contact us now for a free, no obligations meeting.