Our Mission: To operate in an ethical and professional manner where the needs and requirements of our clientele will take precedence over all else.
A Primary Disclosure Statement under the Financial Advisers Act 2008 and the Financial Advisers (Disclosure) Regulations 2010 is available here, free of charge.
A Primary Disclosure Statement under the Financial Advisers Act 2008 and the Financial Advisers (Disclosure) Regulations 2010 is available here, free of charge.
Our Role:
- To assist you in choosing an appropriate KiwiSaver retirement savings plan.
- To assist you in choosing an appropriate personal/business risk insurance program.
We use:
- The approved 6 step financial planning process:
- 1. establishing and defining the client - adviser relationship
2. gathering data and establishing goals and risk profile
3. analysing the current position
4. developing and presenting recommendations
5. implementing the advice recommended
6. monitoring that advice regularly
We intend to establish a
reputation for exceeding our customer’s expectations for service and
unique KiwiSaver/risk insurance solutions.