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About Providing clients with a holistic approach to Financial Planning. See us for all of your Investment, Insurance, Accounting and Estate Planning Needs. Story First initial no obligation consultation is free of charge. Come see us to asses your financial needs and get you on track to planning your financial future. Services offered: Investment in Managed Funds KiwiSaver Insurance - Life, Trauma, Income, Mortgage Repayment, Complete Disablement, Redundancy Family Trusts - Set up and Administration Estate Planning - Wills, Enduring Powers of Attorney Accountancy - Individuals, Self Employed Persons, Trusts, Companies Adviser Disclosure Documents are available free of charge from our office or request one by email.
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