Brokerage

The financial brokers role is all about researching the market and finding the right solutions and financial products to fit your needs. Often clients just want us to find them the right solution to their immediate need. But it may also be that your financial plan requires you to do any of the following:

  • Consolidate your debts
  • Arrange mortgage finance
  • Get personal insurances cover (e.g. life, health, trauma, income protection, mortgage protection, critical illness)
  • Join KiwiSaver or change your KiwiSaver provider
  • Invest in managed funds

Getting Ready for that Next Move?

Is it time for the next move? More space for the kids, relocating to another part of NZ, or perhaps you’ve built up equity and that upgrade you’ve dreamed of is now in sight? Buying a new home is an exciting time but managing your mortgage needs from one property to another can be a bit of a juggling act. And as with all juggling acts, you’ll give yourself a much greater chance of finishing the show without dropping any balls, by doing some sound planning first.

“With Sam an his super team, it is not all about the business. If you are looking to secure your financial future, then you will not regret giving Sam and his team a call and setting up an appointment.”

S Wimalarathne

Strategic Financial Planning

Retirement Planning

Investment Advice

Insurance Advice