by Sam Kodi | Nov 26, 2019 | Media Type, Video
If you do a quick Google search, there are a lot of results claiming that you need a specific amount of money in order to retire comfortably. However, everyone is different and have varying needs. Kim Kardashian will have different expectations than your average Kiwi,...
by Sam Kodi | Nov 17, 2019 | Video
Mike knew that financial planning was important, but he didn’t have the answers himself. He decided to work with Sam Kodi, a professional financial adviser, to put a plan in place. This plan has strong foundations, is realistic and flexible, and works towards that...
by Sam Kodi | Nov 17, 2019 | Video
Most people of working age have a retirement plan in place – after all, who wouldn’t want a comfortable and relaxed life after years of hard work? But a bearish run on the markets could seriously affect your retirement prospects. Here is how you can make sure you are...
by Sam Kodi | Jul 19, 2019 | Business protection, Income protection, Media Type
Every year, many thousands of Kiwis lose the ability to work due to illness or injury—about 300 households a week are affected. While many get back to work within a reasonable period of time, not everyone can. There are many scenarios where you become unable to work...
by Sam Kodi | Jul 1, 2019 | Articles, Business protection, Media Type
It seems like every man (and his dog) in New Zealand has a family trust. Are there genuine reasons that you, as a business owner, should be setting one up too? What is a family trust? Family trusts are designed to protect the ownership of your assets and benefit your...
by Sam Kodi | Jun 7, 2019 | Articles, Business protection, Media Type
Selling your business to fund your retirement can be a scary proposition. Finding the right buyer & getting maximum value for all your hard work takes time and careful planning. Is your business going to be sale ready? Why is Business Succession Planning...
