Reduce your vulnerability to market forces by building financial resilience through investment and risk protection.
The process of understanding your specific needs and goals, then providing recommendations for achieving them.
Thinking that drives larger sums of money invested for specific future goals, or money invested to provide an enduring income stream for the future. You may require more than one investment strategy, depending on your future goals.
Ensuring you have enough money to cover day-to-day expenses, while surpluses are invested for short term goals or unexpected expenses.
Looking into the future and putting investment plans in place to support the type of retirement lifestyle you’re aiming for. Can be linked with your KiwiSaver scheme.
Helping you to capitalise on New Zealand’s retirement saving solution for buying a first house and retirement savings.
Insurance – personal
Minimising the financial risks that come with loss of income, ill-health, disability and unexpected death.
Insurance – business
Succession planning and protecting your business from unwelcome events, such as loss of key people.
Estate planning, wills and family trusts
Having solutions in place to ensure your assets are protected and eventually passed on, according to your wishes.