Financial
Planning

Live your life on purpose

The first step of financial planning is understanding where you are today and where you want to be at some stage in the future.

We will help you discover your own meaning of true wealth, whether that’s being able to travel, start a business, buy your own home, protect your family or slow down a bit. True wealth isn’t a hard and fast number, it is a feeling, a moment in time where you have the freedom to live life on purpose.

We will design a plan that evaluates your current situation by analysing your assets, income and expenditures to identify:

  • The day-to-day: What assets do you need today?
  • The big picture: What can you do to pursue your financial goals?

We build a customised plan for whatever your needs, including individual financial planning and business financial planning.

Our ongoing commitment to service means that we will provide you with regular reviews and changes, ensuring you are on track to achieve true wealth and live your life with purpose.

Financial planning

for individuals and families

We provide you with a wide variety of investment options that align with your goals. We always act in your best interests, which means your goals drive your investments – and not the other way around. We look at financial planning from four angles:

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Financial
Assessment

We will help you bring your risk, current financial situation and spending into focus.

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Personalised Cash-Flow
Based Planning

Tailored to identify and address your specific goals and objectives.

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KiwiSaver
Analysis

Analysis of your KiwiSaver and superannuation funds and how they impact your financial future.

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Risk Management
Planning

Comprehensive analysis of your life, income protection and health insurances to ensure your family is protected.

Financial planning

for businesses and business owners

Do you know what your business is worth? Do you have a succession plan in place if something unexpected happens? How will the sale of your business affect your retirement? By working closely with your other trusted professionals such as your accountant and lawyer we can help you answer these questions, with a focus on four areas of business financial planning.

Individual Planning

Your business is part of your individual financial plan – and a key asset in your life.

Business Valuation

Working with your accountant to determine a valuation of your business to incorporate into your personalised financial plan, while considering differing scenarios.

Business Structuring

Is your business ownership structure the most tax efficient it could be for you?

Business Risk Management

Understanding if you have key people in your organisation that could greatly affect the performance and profitability of your business.

Succession Planning

Understanding what happens to your business when you’re ready to exit is vital to financial planning.

Financial planning

for businesses and business owners

Do you know what your business is worth? Do you have a succession plan in place if something unexpected happens? How will the sale of your business affect your retirement? By working closely with your other trusted professionals such as your accountant and lawyer we can help you answer these questions, with a focus on four areas of business financial planning.

Individual Planning

Your business is part of your individual financial plan – and a key asset in your life.

Business Valuation

Working with your accountant to determine a valuation of your business to incorporate into your personalised financial plan, while considering differing scenarios.

Business Structuring

Is your business ownership structure the most tax efficient it could be for you?

Business Risk Management

Understanding if you have key people in your organisation that could greatly affect the performance and profitability of your business.

Succession Planning

Understanding what happens to your business when you’re ready to exit is vital to financial planning.

Our Services

What we do

Our passion is to help people from all walks of life find their own vision of true wealth. That means helping define what true wealth looks like for you, putting a plan in place to pursue your vision, then partnering with you to grow, protect and maintain that wealth.

Financial Planning

We will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

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Retirement Planning

We are here to help you avoid your own personal retirement crisis, by putting in a financial plan using our Common Sense process.

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Risk Management

We will help you understand the risks to achieve your true wealth vision and develop a plan to protect those you care about most.

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Investment Management

Our disciplined, evidence based strategies provide your portfolio with the proactive service you need to pursue your goals.

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Legacy Planning

We will help create a comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed to the next generation.

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Our Services

What we do

Our passion is to help people from all walks of life find their own vision of true wealth. That means helping define what true wealth looks like for you, putting a plan in place to pursue your vision, then partnering with you to grow, protect and maintain that wealth.

Insights

Schedule a Consultation

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.

Office Phone
06 843 1915

Office Hours
Mon – Fri 9:00am – 4:00pm

Doug and Renae

“We have been working with Brad over the last 12 months, he has tailored our insurance plan to suit our lifestyles, it is always easy when we meet with Brad and he ensures that we have a full understanding of our policies.”

Graeme and Julie

“We had huge concerns about retirement… There were lots of questions and we didn’t know who to talk to regarding our finances. Then Brad came across our path and he was able to answer the questions, give us direction and explain options we had not thought of, with regard to setting realistic reachable goals. Thanks Brad !!”