Advice Explained

Explore the topic of investment and financial advice, so that you can understand how Spicers can add value to your future and help you to achieve financial freedom. Find out more about the quality of our advice, our advice process and the types of clients we work with.

Experience Spicers

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The Advice Process

The advice process includes four stages – discovery, developing your plan, putting the plan into action and reporting/reviewing. The process is managed by your Spicers adviser, who will keep you informed and help you with decision making along the way. By putting robust protocols around the advice process, we provide you with the quality assurance you need to feel confident... More >

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Client Events Programme

As a Spicers client you can expect value that goes beyond quality advice and service. Across our network of offices, we run a programme of hosted events that are designed to keep you up-to-date with economic trends and opportunities. The programme also includes general interest and cultural events we know our clients will find interesting... More >

Who we can help

Spicers works with individuals, couples and family trusts throughout New Zealand. We also advise farmers, small businesses, charitable trusts and associations. Our clients share a desire to make the most of their financial future by tapping into quality investment advice

Individuals

Well-planned investments can help you to achieve goals throughout your life, from first home to retirement.... More >

Couples

When there are two incomes in the mix, Spicers advice can speed the journey to financial freedom. ... More >

Retirees

It’s never too late to tap into Spicers’ wisdom. We can help you to make your resources go the distance. ... More >

Family Trusts

Trusts are a common way of protecting property and financial resources.... More >

Charitable Trusts

Sustainable financing is essential for the long-term success of charities and NFP organisations.... More >

Workplace Savings

In-house superannuation schemes help employers attract and retain employees and make them feel rewarded. ... More >

Rural

Every kind of agribusiness can benefit from the cash management and investment advice we offer.... More >

Small Business

Reduce your vulnerability to market forces by building financial resilience through investment and risk protection.... More >

What you need to know

The Financial Markets Authority suggests that all investment clients ask and understand some key questions about their adviser. There are three key things we think you should know about our service and advice.

Adviser qualifications

All Spicers’ advisers are Authorised Financial Advisers (AFA), which means they can offer advice on a wide range of financial products.More >

Fees and costs

As a long-standing financial planning business with a reputation for value, our aim is to minimise fees and transaction costs paid by clients.More >

Complaints process

Spicers are committed to treating complaints seriously and resolving them as quickly and fairly as possible.More >

 

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 >

 
Important information
The content on this website is for information only. The information 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. While care has been taken to supply information on this website that is accurate, no entity or person gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way including from any error or omission. A disclosure statement is available from your adviser on request and free of charge.

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