Your financial well-being is my passion. Have you ever looked at the directions to put together a flat pack piece of furniture? What a nightmare! So, what I do is, I put together families’ and business owners’ “financial flat packs”.
I take the gibberish and complication out of your financial and insurance needs and working as a team, I will show you how to put a financial flat pack together quickly and efficiently, that will give you financial certainty for years to come in just 4 easy steps.
Step 1: Getting to know you and doing a financial health check. (Not as bad as it sounds, I promise)
A better understanding of what is important to you, your current circumstances and where you want to be financially in the future, (or worse, when life throws you a curve ball) will enable me to put together a comprehensive, tailormade risk plan.
“A GOOD ADVISER IS THE BEST INSURANCE YOU COULD HAVE”
Step 2: Great! What now?
Based on your needs from our first meeting, I will analyse your risks and shortfalls and together, we will determine areas where you can avoid, reduce or in some instances even retain the risk. But more importantly, I will put together an insurance plan that will transfer the balance of the risk.
Step 3: And….. action!
It is great to have a plan, but, a plan is just a piece of paper if we don’t implement it. Balancing the probability of risk and affordability, I will help to guide you to optimal peace of mind.
Step 4: With you all the way.
The only thing in life that is constant, is change. Now that we know that your life, circumstances and needs will change, I am saying, so will your risk and should your insurance needs. Up or down. I am here for the long haul, making sure that your financial risk plan is always fit for purpose.
PERSONAL INSURANCE
Having your own personal Risk Management Plan prepared by an experienced adviser is the foundation of managing the inevitable financial risks life throws at us.
BUSINESS INSURANCE
Key People are the heart of any business and cash flow is the lifeblood. Talk to us about keeping your cash flow protected and how to reduce ACC Levies.
KIWISAVER
KiwiSaver is a voluntary, savings initiative to help you with your long term saving for retirement. It is designed to be hassle-free, so it is easy to maintain a regular savings pattern.
