Investment Advice, Financial Planning & Asset Planning

Investment Advice, Financial Planning & Asset Planning

FINANCIAL PLANNING & INVESTMENT ADVISORY SERVICES

Our relationship with professional investment advisors can be of assistance to you in helping you achieve your long-term investment objectives.

We are able to:

  • talk to you in a broad way about your objectives
  • facilitate your introduction to professional investment advisors
  • attend investment meetings with you and your financial advisors
  • help you evaluate and implement the advice you receive from investment advisors

RETIREMENT PLANNING

Everyone should know where they are going and what they would like to happen when they retire.

Planning for your retirement includes the succession of your business to other parties. This needs to be planned well in advance of retirement and assistance is often provided by an outsider, such as ourselves, who can offer impartial advice.

We are well placed to help you identify the income and assets that you will require to maintain your chosen standard of living in retirement.

ASSET PROTECTION

Your personal assets is potentially under threat from a wide range of events including business or investment failure, relationship claims, the cost of accident and illness, and government taxes and clawbacks.


We can help you:

  • identify the risks
  • put strategies in place to mitigate risks

ESTATE PLANNING


Estate planning is important in ensuring the smooth transition of your business assets and investment to your family.


We can help you to:



  • Put structures in place to minimise the costs and disruption associated with death and succession
Paying Tax Online ...

It's easy when you know your IRD number, tax type being paid and the tax year or period.


Our guide explains the important information you need to know so that your online tax payments are correctly recorded by the IRD. 

KiwiSaver

Belonging to KiwiSaver entitles you to an annual government contribution of $520 provided you add more than $1,050 to your KiwiSaver per year. 


Investing your time in ensuring your KiwiSaver provider is performing well and that you are in the right fund type for your age and stage will pay dividends.

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