Our Cost

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How We Charge For Our Services

The fees we charge (if any) depend on the type of advice and service you want. We offer flexible options to suit where you are at on your financial journey and what you want to achieve.

Services Offered & Charging

Financial Planning

Got big dreams for the future but not sure how to get there?

Financial planning is all about clarifying your goals and then creating a strategy to make it happen.

Our financial planning service takes an in-depth look at where you are currently, where you want to go, and creates a customised plan for you to follow that will get you there. We will not try to sell you any financial products (e.g. insurances or mortgages) and you are free to take your plan with you – you are not tied to us.

We charge an hourly rate for this service but guarantee it will not cost more than $2,500 no matter how long it takes us or how complex.

It may cost less of course, but you will know that before we start.

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

With our brokerage service we can work on either a fee or brokerage basis depending on your preference. We are happy to discuss options openly and find out what works best.

Financial Advisory

Our financial advisory service takes a close look at what you’re doing and whether it is still fit for purpose. We will advise you if any changes are required and make appropriate recommendations.  

This service is available to our existing clients on a complementary basis.

For new clients who have not previously engaged us for brokerage work or for financial planning, we charge an advisory fee.

This fee is also refundable if changes to your financial products are required, a commission is paid to us by a relevant financial product seller and you stay with us for at least two years. Thereafter you will be considered a client of Sam Kodi and will receive this service on a complementary basis.

How We Work?

Below is a high level overview of what we do. As we make sure to provide personalised services and one that is tailored fit for you, some additional steps may be done in between.

Initial Consultation

We need to understand your financial situation, dreams and goals. You need to feel comfortable that we are the right fit for you.

Planning and Strategies

Once you’re comfortable working with us, it’s time to create the game-plan. We know where you want to get to. This is the stage where we create the HOW.

Plan Implementation

The best game-plan in the world will achieve nothing without action. This stage is all about doing the do and putting your plan and strategies to work.

Ongoing Reviews

Every plan needs a reality check from time to time. When a lot can change, we regularly review your progress and adjust your game-plan if necessary.

Do you want to book a time with one of our Advisers?

You may already have a financial plan and financial products in place. But are they really what’s best for you now?

As circumstances change, both yours and in the wider economy, it’s important to that you review them regularly.