Your Financial Security
Providing advice for your financial security since 2003
Our passion is your health & wealth
We follow a thorough 6-Step Advice process with each of our clients
Let's establish our relationship and get to know each other
- Get to know you
- Learn about your needs, goals, and your expectations
- Analysis and evaluation of your financial position, potential problems and opportunities, and the extent to which your goals, needs and prorities can be met under the current circumstances, discuss personal and business insurance plans, estate planning and your savings needs.
- Develop and present tailored recommendations to you.
- Implement the recommendations and oversee the commencement of your plan.
- Regular monitoring of your plan and discussions with you to ensure that your plan still meets your requirements.
Why a Financial Adviser?
- Permanent Income Solutions
- Sustainable Insurance
- Australian Superannuation Transfer
- Income Replacement
- Retirement Planning
- KiwiSaver Scheme Investments
- Socially Responsible Investing
- Health Insurance
- Mortgage and Lending
- Sole Trader
- Start Up Busineses
- IT Contractors
- Self Employed
- Health Care Workers
- Doctors /Dentist / Nurses