I am passionate about helping clients work through their financial stages and providing easy to understand solutions
The Advice involves a Six Step Process. It starts with a no-obligation, free appointment where we will discuss your current financial position (assets, debts, income, goals, risk profile etc). This information is analysed and a written financial plan is produced that we will go through together and decide what to implement and confirm the strategy will work for you. We will keep in regular contact over time to ensure your financial goals are met.
Is the thought of seeking investment advice daunting? Rest assured, I have a proven, sound process to guide you through this important step which is backed up by highly qualified industry advice. Every day I help our clients navigate the investment process to plan for their financial goals.
I will look at your current financial position, discuss what you are trying to achieve financially and what your goals are and then work with you to set out a plan to achieve them.
I can also review an existing investment portfolio providing independent research and recommendations.
The Path to Success
Many clients just want to know where to start. They may have paid off their mortgage or the balance is at a manageable level so may be looking at options to invest for the future. There are so many options available and it can be difficult to navigate.
My clients are my number one priority, and my services prove just how committed I am to their success. Book an introductory meeting today to learn more about how I can help plan for your retirement goals using a range of options including KiwiSaver.
A Comprehensive Approach
One of the keys to financial success is to protect your current position. This may mean ensuring your income will continue in you are sick or injured and unable to work, repaying debt or ensuring the ownership and structures of your assets are correct.
My services are customised to meet the specific needs of each client. I work collaboratively throughout the entire process to ensure your life, health, income, mortgage and key person insurance needs are covered. Contact me to find out how I can help today.