NZ Financial Planning
Through our associate network in New Zealand, we can provide full financial planning for people living in New Zealand.
This is an important service for those establishing their lives in New Zealand.
The financial planning services include advice regarding:
- Retirement planning.
- ACC (accident insurance)
- Estate planning.
If you are living in New Zealand or thinking about migrating to New Zealand and would like more information regarding our New Zealand financial planning advice service, please speak to an adviser by contacting us on here.
- Introductory meeting
- Talk about your goals and objectives
- You find out about us
- Can we work together
- Collating information from your existing providers
- We build a financial strategy for you
- Present to you our recommendations designed
to achieve your goals
- Proceed with agreed
- We provide ongoing advice for you
- Regularly review your plan and evolve the strategy