Investment Planning

For your Investment Planning, we will help you create a comprehensive financial plan that would help you achieve the following.

Define your financial goals. See whether your goals are realistic, especially for your timeline. Bring your spending in line with your goals. Discover what money mistakes you’re currently making. Find new ways to maximize your money. Identify risks you hadn’t thought of. Measure your progress on your goals. Become more confident with your money. Build your wealth. Most of all, live more comfortably.

Implement Your Financial Plans Today!

Start taking small achievable steps. While your big audacious goal might seem overwhelming, there are small things you can do today to start towards your goal. How do you eat an elephant? One bite at a time. Start taking small bites into your habits and plan. Even if you can’t make big changes today (like buying a rental property or buying shares), you can start saving money or paying off debt today. Don’t put it off. Start now!

Easy Investing with Managed Funds, Make Your Money Work for You (FREE EBOOK)

Investment funds have been in the news a lot because they include KiwiSaver amongst other things. And there are lots of choices in managers, and styles, and structure of the funds… and it is tough for people to work out whether using managed funds makes more sense for them than (say) putting money into a deposit account at the bank…

“We knew how to earn money and how to spend it, but when it comes to financial planning we have no clue. What really impressed us was the way Sam took the time to get a feeling for where we are at! his depth of knowledge, lateral thinking, and his common sense approach impressed us.”

Nimali P

Strategic Financial Planning

Retirement Planning

Insurance Advice

Borrowing and Lending