Wednesday, 30 March 2016
Trevor and Rachael
On our first meeting, Mark listened to our requirements and our long-term financial goals, following which he provided us with a comprehensive plan of action. Over the years Mark has regularly met with us to discuss and update our financial plan which provides the personal service that we require.
Mark is a knowledgeable and professional financial adviser, who keeps himself current with the market and funds that are available. As a result of working with Mark we feel secure moving towards our retirement.
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 >