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Main - 021 670 770
575 Springs Road, Prebbleton 7604
- Category
- General Business
- What Makes Us Different
- We make sure our clients are heard and understood, because then and only then, can we provide them with the very best advice.
- Associations
- Institute of Financial Advisers (IFA), The Institute of Financial Advisers
General Info
As Christchurch's Top Advice Firm, we specialize in Lifestyle Financial Planning, which essentially involves three key components:Helping individuals gain clarity on their desired life outcomes and priorities. This ensures that we understand what truly matters to them.Calculating the necessary numbers and financials. This entails addressing the question of "how much is enough?"Offering various options and strategies for individuals to effectively utilize and invest their money. This ensures that they stay on track with their financial plan.We have achieved the highest level of qualification, as CERTIFIED FINANCIAL PLANNERScm so we are fiduciaries that are independent, which means we manage our conflicts of interest better than others.We take care of our clients, because we don't just work for them, but we 'PARTNER' with them, so they have us every step they take in life.