Financial Strategy

What’s important to you about money?
Keep on making the same money mistakes?
Want to get ahead but not sure where to start?

At CIC Financial, we are passionate about setting up a financial strategy. We can help you lay out a roadmap. This includes recording your starting point, so we can track progress in a meaningful way. Often people focus on the “bad stuff” not the positive progress they are making.

We delve into the psychology behind your decisions. Understanding why things are the way they are, and asking if that’s the way you want it to be.

We can act as your financial project manager to get stuff done. We write it down, set some dates to take action.

Traditional financial planning can be overwhelming. Looking at a bunch of assumptions in a spreadsheet and a 50-page report. We communicate with you clearly,  breaking down complicated concepts to relate it to your life and what’s important to you. By doing this we can work with you on some simple exercises, and work together to create a plan for your life.

What does a Financial Strategic Plan involve? Any or all of: Insurance, Investments, Estate Planning, Retirement Planning, Asset Structuring, Succession Planning, Debt, Budgeting, KiwiSaver.

We have also developed a Financial Coaching program, Cents of Worth, please ask us for more information about this.