Figure out the destination. Let's talk about where you want to get to
Feel good about where you’re heading...
With financial advice designed to suit you.
With over 20 years experience providing financial advice we help clients with questions like:
How do I grow my savings?
What is the best way to go about investing for retirement?
Is an investment property right for me?
Which of the KiwiSaver contribution rates
should I use?
How should we prepare for buying our first home?
How do I make the most of my UK pension now I'm in NZ?
We aim to simplify the process of planning for your future
by helping you....
Find out more:
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What is financial advice?
Financial advice is guidance provided to enhance one’s financial situation. It can be in-depth like providing a full financial plan, or it can be more concise like a recommendation regarding your KiwiSaver contribution rates.
It should always be based on your personal situation, risk profile, & goals.
We believe financial advice is most effective when utilised over a long period of time (ongoing advice) and our service reflects this approach.
What is financial planning?
Financial planning is taking a question like: “How much do I need to retire comfortably in NZ?” and then working backwards to create a plan for investing for retirement.
It is a holistic approach considering your:
financial assets (home, investment property, Kiwisaver, other investments & pensions)
income & expenses
financial & personal goals
The importance of financial goals
Setting financial (short, medium & long term) goals will give you direction for your future planning.
Some examples of long-term goals are:
That first home purchase
Investing for retirement
Buying an investment property
Feeling financially secure
Figuring out where you’d like to get to will help you better ascertain the path to get there. See Sorted.org article on Why money goals are important and how to set them: https://sorted.org.nz/guides/planning-and-budgeting/targets-to-shoot-for
Kiwisaver
Investments
Financial Planning
Start feeling good about where you’re heading.
