How do you achieve your goals with the appropriate strategies? Have a financial plan. It includes cash flow, insurance, estate, retirement planning and investment/KiwiSaver. We’ll guide you through the process of financial planning:
Setting up goals
This is the first step of financial planning. Where are you now? What do you want to do in the next 12 months, 2-5 years or longer?
What kind of financial resources do you have? Can you afford to insurance and have surplus for investment? Based on the analysis, we work out the options and strategies that fits to your situation.
Developing a plan
We draft your plan, addressing your goals, your current situation and our recommendations. We include the benefits and risks by taking our recommendations.
Implementing the plan
We present your plan and go through it with you. Based on your decisions, we arrange the insurance and/or investment products for you. The related fees and/or commissions are disclosed clearly.
Your personal circumstances may change over time, so do the economic conditions. So the ongoing review of your initial plan becomes a must, either annually or as-needed at your request. It’s to make sure your plan is consistent with your personal and financial situations.
This process is the lifelong journey where we’ll walk along with you, helping you achieve your goals with our advice.
Contact us today for a no-obligation consultation and discover how we can help you.