NZ Financial Planning

Through our associate network in New Zealand, we can provide full financial planning for people living in New Zealand.

This is an important service for those establishing their lives in New Zealand.

The financial planning services include advice regarding:

  • Insurance.
  • Investments.
  • Retirement planning.
  • KiwiSaver.
  • ACC (accident insurance)
  • Estate planning.

If you are living in New Zealand or thinking about migrating to New Zealand and would like more information regarding our New Zealand financial planning advice service, please speak to an adviser by contacting us on here.

 

process1

process1

Knowing you

  • Introductory meeting
  • Talk about your goals and objectives
  • You find out about us
  • Can we work together
process1
process2

process2

Research
& Analysis

  • Collating information from your existing providers
  • We build a financial strategy for you
process2
process3

process3

Present
our analysis

  • Present to you our recommendations designed
    to achieve your goals
process3
process4

process4

Implementation

  • Proceed with agreed
    recommendations
process4
process5

process5

Maintain
the plan

  • We provide ongoing advice for you
  • Regularly review your plan and evolve the strategy
process5