Our Company is built on the foundations of wanting to improve our client’s lives,
leaving them in a better place than when we met them. We want to help you gain
control over your financial life, so you can get on with all the other things
that you care about. We passionately believe that our financial, mental and physical
wellbeing are all linked and impact on our overall personal happiness. It
is this context we use in all our discussions with our clients to help
them achieve the life they want. We understand that achieving financial wellbeing is different to everyone,
whether this be someone looking to buy their first home, paying down debt,
protecting their family's future, or looking to invest and grow their wealth. We help you to simplify your financial life by creating a roadmap to success
(whatever that is to you!), protecting you from financial bumps, and providing
you with confidence to manage your financial life. We believe that financial
advice should not be about “products”, it should be about your life, and the
products simply underpin this, to allow it all to happen. A lot of money
management is about compromise, we help you to make informed choices. We see our role as listening to what you want from life, understanding what
is important to you and helping you to achieve this either through our own
team of financial advisers, or through using our extensive professional network. Educate Accountability Advice ListenOur Philosophy
How do we make this happen?
We help you understand
We hold you accountable, so that you stick to your "plan"
We give you practical advice on different options available, and help you to make a decision.
Most importantly, we listen to what you want.
The foundations of our process is that all our advice should be simple and easy to understand. You won’t get a bunch of complicated spreadsheets (unless you want them!) but advice in plain English, that relates to your life. “Financial Planning” can be a daunting process – we get it! We can help you whether you want to sort out just one aspect of this, or help you to develop a full plan if that is important to you. We want to understand where you’re at, and where you’re heading. We do this by having a conversation and spending time getting to know you. We want to understand what’s important to you, and help you to figure out where you want to get too. If we work out during our introduction meeting that we are a good fit for each other, then we will document what work is to be completed, and agree when by. We will do a bunch of research in the background and come back to you with our recommendations that we believe are best for your situation. We’ll take you through these in plain English, making sure you understand everything. You’ll receive a personalised report that explains these recommendations. We will help to manage implementing any recommendations that you choose to take, this might be setting up a KiwiSaver fund, completing insurance application forms, completing debt applications, or setting up new investments. We’ll work in with your Accountant, Lawyer, or Bank where necessary. We understand that life changes, and that your plans need to be updated to reflect this. Part of our commitment to you is to catch up on at least an annual basis to make sure you are getting the right advice at the right time.Our Process
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Introduction
Agreement
Advice
Action
Updates