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A good adviser makes it easy to get all your ducks in a row.

Getting all your financial ducks in a row can feel like a bit of a challenge. For many just thinking about it can be too much at once, and you don’t know where to start.

Think of it like building a house. The first thing people tend to talk about is the layout, materials and colours. That’s design, AKA planning.  Planning is important, because it creates a process that builds a house that is both strong, and meets your needs.  What comes first when actually building the house is the foundation.  The plan has to ensure there is a strong base on which to build.

In a financial plan the foundation covers the basics:

  • Wills, Enduring Power of Attorney and possibly a trust
  • Good insurance for your house, contents, cars and toys
  • Life, heath and disability insurances, including managing ACC
  • Budgeting, debt management and building an emergency fund
  • Making regular savings such as KiwiSaver

Each of these things is important and inter-related.  Each affects the other.  And once in place you do feel more in control, more sorted.

I can help you to put in place all the above.  Sometimes just having someone to help create a plan that covers the basics is really helpful.  I do all types of insurances, and goal setting, and I refer for Wills, EPAs and Family Trusts, and also for investment planning.  I am well connected for these services and have professionals that I am happy to recommend.

Good advice is not an off-the-shelf solution – It’s a tailored fit.

I like to get to know you first, that’s why our first meeting is always free. Contact me today