Providing clients with a holistic approach to Financial Planning. See us for all of your Investment, Insurance, Accounting and Estate Planning Needs.
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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