Retirement
Planning

Prepare for Tomorrow, Make the Most of Today

People often think of retirement in abstract terms – far away, undefined, difficult to envision. As a result, more people are unprepared to retire than ever before. According to a 2019 Commission for Financial Capability review, roughly 70 percent of retirees in New Zealand said that NZ Superannuation is their main source of retirement income.

Journalists and pundits seem to come out with a new study or soundbite every week declaring our country is in a ‘retirement crisis’.

Your retirement depends on you and you alone. The only crisis you need to worry about is being ill-prepared.

That’s what we’re here for – to help you avoid your own personal retirement crisis.

We partner with you for the long-term to help you uncover what true wealth looks like throughout retirement. We give you the courage to live life with purpose in the knowledge that you have a plan, you and your family will be okay and you have us supporting you along the way.

Want to find out how prepared you are for retirement right now?

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.

Learn More

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.

Learn More

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.

Learn More

Investment Management

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

Learn More

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.

Learn More

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 !!”