Go to Top

Me

“What can you do to help me?”

 

Portrait of a smiling dark braided hair woman looking at camera while home working on her tablet. She is sitting at a big white table with her laptop in front of her, wearing casual clothes.There are so many ways we can help you. In our opinion there are three mains areas to consider for yourself.

KiwiSaver

First, your retirement. Let’s make sure that you have KiwiSaver working for you, to make sure you can have a comfortable retirement.

Home Loans

If you own a home, then let’s make sure that your mortgage is working for you and that you have your home paid off well before retirement age. There, that’s your retirement sorted!

Insurance

Now let’s look at the risks that could derail those amazing retirement plans. Let’s not let an illness that keeps you from working or a serious injury that can cost thousands in rehabilitation set you back financially. We will put a plan in place designed specifically for you, which will keep all your plans safe and sound.