Wednesday, 26 August 2015
"Richard is a down to earth person who takes a genuine interest in us as people, as well as helping us with our investments. He understands we are risk adverse and gives advice that is consistent with our needs. He always listens to what we say and provides options for us to make choices on.
Richard never assumes that we understand the language of financial investments so he breaks his advice down into easily understood terms. He is really good at taking the time to explain exactly what his advice is and then follows up regularly about how our investments are going. Richard knows what we want in retirement and has being willing to help us make progress towards our goals.”
The content on this website is of a general nature and does not constitute financial advice or other professional advice. Before taking any action, you should always seek financial advice or other professional advice relevant to your personal circumstances. The circumstances of the person(s) featured in the customer story are likely to differ from your personal circumstances.
All forms of investment involve risk. No entity or person guarantees any investment products mentioned on spicers.co.nz, any investment in the products, or any returns on any investment in any investment product, gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way from any error or omission. Past performance is not indicative of future performance and is not guaranteed by any party.
A disclosure statement is available from your adviser, on request and free of charge.
Ready to take the next step or have more questions?
Call 0800 102 100 to arrange a no-obligation consultation with a Spicers adviser... More >
The Advice Process
The advice process includes four stages – discovery, developing your plan, putting the plan into action and reporting/reviewing.... More >
How much do you need?
Use our calculators to identify your retirement and savings goals... More >
Looking for an adviser in your region?
Select your region to find a list of Advisers in your area or give us a call on 0800 102 100 to be connected with your nearest... More >