Frequently Asked Questions
What’s included in the FREE consultation?
Our free consultations act as a discovery meeting. You’ll discuss your goals and future aspirations, analyse your current financial position, formulate an action plan to get you to your goals.
Why are financial plans important?
Many Kiwis are lacking sense of purpose these days. A financial plan can give you clarity of vision and an action plan to get there. You’ll then be able to adjust, and have a measurable plan to keep you achieving.
What happens if I don’t like the advice?
We offer a 100% Satisfaction Guarantee. Our advisers will get to work straight away to start producing your financial plan. After a series of meetings and when we know what you want we will write a plan that shows you how to get there. We’ll present the plan to you and if you’re not happy with the recommendations you can walk out and not pay us a cent.
How do I get a financial plan?
First we start with a discovery meeting to set the appropriate direction and pace. Then your adviser will lead you through a data driven analysis and make some recommendations regarding how you can improve your decision. The last step is implementation.
Who can I contact if I want to discuss these tips further?
Our expert Financial Advisers are more than willing to help guide you through these tips and apply them to your individual situation.
What other services do you offer?
Our extensive range of services and advice include; Financial Planning, Accounting, Investments, KiwiSaver, Mortgages and Personal Insurances. We deliver tailored financial advice from our team of professional advisers who hold over 250 years of collective experience.
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