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Financial Planning – Personalised Guidance for a Secure Future
Feeling uncertain about your financial direction or wondering if you’re doing the right things for your future? Our comprehensive Financial Planning service is designed to help you feel clear, confident, and in control—no matter what stage of life you’re in.
We’ll work together to create a tailored financial plan based on your goals, lifestyle, and values. Whether you're managing everyday finances, saving for a home, or preparing for retirement, we provide supportive advice to help you make smart, sustainable decisions.
What’s Included:
A review of your current financial position
Goal setting to define what matters most to you
A step-by-step plan covering:
Budgeting & cash flow
KiwiSaver & investment options
Insurance needs
Debt management strategies
Retirement planning – how much you’ll need and how to get there
An initial fact finding meeting to cover your current financial position, goals, knowledge. Then a meeting to go through the plan together, discussing the recommendations and making any changes you may want to make.
A comprehensive written plan you can refer back to and build from
Ongoing support is available if you'd like check-ins or updates down the track.
Everything you need to move forward with purpose—on your terms.