Impartial advice has nothing to do with promoting financial products. It is about implementing appropriate financial strategies that cover spending, insurance protection, savings and investments, both before and after retirement.
We have no conflicts of interest when it comes to your investments. No-one else pays us to tell you where you should invest your money, so we are able to provide highly tailored solutions.
Although we believe our impartial financial advice is valuable and should be paid for, our clients have no obligation to use any of our other services once they have been provided with this advice. However, we can implement the strategies on your behalf or assist you with the process if applicable. It is only at this stage where our other services such as KiwiSaver accounts, Personal Insurance Protection, Investment Management and ongoing review services may need to be accessed if desired.
The purpose of impartial financial advice is to assist you to turn your financial resources and goals into a desired lifestyle, both now and into retirement.
Retirement is in many ways better than before with people living much longer and enjoying healthier, more active retirement years. Planning is necessary to ensure your money doesn’t run out before you do.
We provide you with best practice wealth management solutions to turn your goals into reality. We craft a personalised solution that represents your comfort level between risk and return.