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Retirement planning:
Planning for your retirement is one of the most important things you can do in your life. We work with you to understand when you plan to retire and what type of retirement you are working towards. We then develop a plan to help you meet your retirement goals and meet with you regularly to ensure you remain on track.
Investment planning:
We work with you to understand your current financial situation, your appetite to risk and your future financial goals. We then develop a tailored investment plan to meet your needs using best of breed, independently researched investment products. We then meet with you regularly to ensure your circumstances match your investment plan.
KiwiSaver advice:
It’s easy to choose a KiwiSaver provider and product. It’s much more difficult to chose one that meets your needs. Our planning process ensures we match your KiwiSaver plan to your financial situation, risk appetite and financial goals. We then offer you an annual catch up to discuss your circumstances and ensure your KiwiSaver product still meets your needs.
