In-house superannuation schemes help employers attract and retain employees and make them feel rewarded.
The process of understanding your specific needs and goals, then providing recommendations for achieving them.
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.
Estate planning, wills and family trusts
Having solutions in place to ensure your assets are protected and eventually passed on, according to your wishes.