Products and Services
About AdviceFirst - Wellington
AdviceFirst helps kiwis reach their lifetime goals.
We provide tailored financial advice that includes:
¿ managing your hard-earned cash so it grows to support your needs
¿ planning to realise a retirement you can really afford
¿ investing a windfall
¿ and along the way protecting everything that is important
As well as employee and business financial planning advice we can also provide:
¿ business planning advice
¿ HR services and systems
¿ recruitment solutions
¿ coaching and career development
For individuals and families - we¿re structured so that our financial experts can be called on as needed by you and your needs. You may have one specialist adviser, but we will bring in other experts if that¿s what you need.
For businesses ¿ we understand that every business is different and so that forms the foundation of our advice and it¿s how we build solutions ¿ designed to match your differences and the needs of your employees.