Financial adviser
Our Services
Why a Financial Adviser?
To help our clients establish financial plans for their future, to stay on track, and to achieve their goals.
We are specialists in providing financial advice to businesses with 20 employees or less:
- Permanent Guaranteed Income
- Sustainable Insurance
- Australian Superannuation Transfer
- Income Replacement
- Retirement Planning
- KiwiSaver
- Socially Responsible Investing
- Health Insurance
- Sole Trader
- Start Up Busineses
- IT Contractors
- Self Employed
- Tradespeople
- Health Care Workers
- Doctors /Dentist / Nurses
- Partnerships