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Is your award winning financial expert & adviser providing you with financial planning, advice, wealth management and support.
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TESTIMONIALS
“Sam and his A-team we’re amazing to deal with every step of the way making something potentially painful a breeze!
Thanks again Sam and team, you are amazing.”
Dan Hesson The Hesson Family Trust
“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.”
Shohan Wimalaratne
“IN THE GREEN” LATEST ARTICLES
Risk Tolerance; Are You a Skydiver or Sofa-Sitter?
Your risk tolerance is important to understand when making investments. It should dictate what you invest in. What constitutes a risky investment? A rental property? Your neighbour wanting you to invest in a multi-level marketing business? Shares and stocks? And why...
Investing in a low interest rate environment
Investing in a Low Interest Economy; How to Make Your Money Work for You In 2020, the COVID-driven recession meant that the official cash rate in NZ dropped to 0.25%. This resulted in a raft of economic outcomes including low interest rates. If something like this...
Income Protection Insurance For Financial Security
Have You Protected Your Biggest Asset? And No, it’s Not Your Home. What is worth millions, yet 80% of Kiwis haven’t insured? Your ability to create income. Imagine, you went to work today, and something happened. Maybe you got into an accident which permanently...