What We Do

Planning

WHAT OUR CLIENTS ARE SAYING

"We have more confidence in our future and where we are heading" MATTHEW BELL – NZ AND WELLINGTON CRICKET

Financial Planning: control, confidence & certainty

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Goals are just a wish list, without a plan to achieve them. Typically we plan for the events in our lives – weddings, birthdays and holidays however we seldom stop to plan our lives.

Understanding what it is you want your lifestyle to look like may be a daunting task in itself. Start by creating some short-term goals, what would you like to achieve in the next 18 months? and then work through 3, 5 and 10 year goals. Goals don’t have to be set in stone, they don’t have to be big or small – they just have to be yours, and what you are passionate about achieving.

Managing money – income and expenditure, is critical to financial security. The key is in banking structure not in budgeting. As part of your journey to financial freedom we will work through a banking structure to tell your money where to go, instead of wondering where it went.

Growing your wealth -dependant on your goals, the length of time you have to achieve them and together our assessment of the level of risk you are comfortable with, we will work through investment options such as stocks (shares), bonds, property, business and speculative. Your Authorised Financial Advisor will educate and advise you around your options so you can make an informed decision.

Once your goals have been determined and your investment strategy has been developed we will take you through how to protect your assets, income or health. This area of planning includes all insurances and products of estate management – including Wills, Trusts, Enduring Powers of Attorney, Property relationship and Business Ownership structures.

ARE YOU READY TO START PLANNING?   >

PLANNING RESOURCES

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