Passionate about
your future success
What is the process?
We start with an initial understanding of your situation either via email, web enquiry, a quick call or an online meeting. We look at which of the below services is most suited for you. We will work out where you are currently at and where you want to get to.
After each meeting, I will come back to you with recommendations which we work through to ensure they are suited and you feel comfortable with the steps ahead. Once invested, I report regularly on your progress towards your goals and we meet in person or online annually.
For those seeking a plan you will find my service gives you reassurance, guidance, and accountability.
What I offer
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Wealth Accumulation Strategy
This is important for those in the working and earning phase, who are focused on accumulating a targeted level of wealth at retirement or who wish to retire early.
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KiwiSaver Strategy
This provides a KiwiSaver recommendation following an assessment of your current situation and risk profile, including saving for your first home withdrawal or accessing your KiwiSaver at retirement.
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Retirement drawdown Strategy
This is designed for those nearing or in retirement and seeking to achieve a sustainable income in retirement using the wealth they have accumulated during their working life.
What is the cost?
I offer a meet and greet meeting (30 mins) for no charge.
There is no charge for KiwiSaver only advice.
My charge is $150 per hour + GST for financial advice only. If you need investment advice, I can charge for the plan only, or we can build my fee into managing your investment on an ongoing basis. If you would like to work together for 12 months to implement change, you may also like to consider the below offering.
Need a little more?
Financial Life Mapping
Need to get all your ducks in a row, this is a 12-month service where we work together over multiple sessions. It is based on a personalised analysis of your situation. It doesn’t matter what stage of life you are at. Whether you are wondering about the impact of expensive renovations, buying a home, planning for children, being able to retire or simply considering what could happen with your investment properties or business.
During our 'Financial Life Mapping' sessions, we look at the whole picture, we discuss how the future might look based on your current position and what you can do about it — we then strategise a way to get you there. The result is confidence because your decisions will be better informed and you will have a plan of where you are heading.
This is a one-off fee of $795 incl GST (we then work together for 12 months to get all implemented).