We’re more than just Mortgage Brokers, we’re Financial Advisers.
We take a holistic approach to financial advice and we drive the conversation behind wealth creation so you can build the life of your dreams.
OUR PROCESS HAS FIVE DISTINCT STEPS:
Client Discovery & Financial Health Check
It's all about you.
We want to get to know you and understand your needs, discuss your financial goals or help you create them and complete a full financial health check to understand your current financial situation. This session helps us to define the scope of our work and serves as the basis of our personalised advice and strategy to help you achieve your financial goals.
Manage Your Mortgage
Do you have your mortgage repayment strategy?
Your mortgage is probably one of the biggest debt you have but the good news is your mortgage doesn’t have to take 30 years to pay off.
Getting the lowest interest rates is not everything but when you couple that with the right advice and a tailored loan structure, you can pay off your mortgage sooner than you think.
Protect Your Wealth
Are you adequately covered?
Life is unpredictable but whatever surprises life has in store for you, make sure your most valuable assets are protected, including you.
It’s not about getting the cheapest insurance premium, but it’s about getting the right insurance and being adequately protected against the surprises life throws at you.
Retire With Wealth
Have you planned for your retirement?
Most New Zealander’s wealth is tied up in their family home and they may have no investment or cash savings to fund their retirement.
With the right advice, Kiwisaver could provide all that is needed to fund your retirement so you can enjoy your golden years.
We’ll touch base to see how you’re progressing.
We’ll meet up annually to check how you are progressing with your goals and if there any life events or changes, we’re more than happy to sit down with you and discuss ways to navigate through these milestones and adjust your strategy if required.