What are your financial goals over the next few years? Do they change over the long term?

Do you have a practical, achievable strategy to reach those goals? This is where financial planning can transform your life. It’s not just a service for people with lots of assets. It’s a service for anyone who wants a roadmap to financial health and well-being throughout life.

Financial planning is much more than advice and budgeting. A financial plan accounts for your savings, investments, income, debts, insurance, risk profile and other financial commitments. It’s a practical plan to find the best way to structure these elements to achieve your financial goals.

Book your financial planning session

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Why choose us for financial planning?

Our financial plans

Initial consult is free of charge (this usually takes around 30 mins) to allow you to get a feel for the process, see which type of plan is right for you.

Our Financial Planning service will be tailored to you as an individual. This means our fee structure can vary – in some cases, financial plans can be quite complex, so additional hours may be necessary and charged accordingly.

An indication of any costs and fees payable by you will be provided before any commitment to the service and/or advice is made.

Our base fee structure for financial plans are as follows:

Starter financial plan

From $1199 incl. GST

If you are new to financial planning or just want to get some order and action in your life, here’s where you get started. This plan will help you set some short and medium-term goals (up to 7 years) and take a look at things like: structuring your bank accounts, KiwiSaver, managing your personal risk, reducing debt, and increasing savings to help you reach your goals.

Complete financial plan

From $1890 incl. GST

If you have more complex needs and are ready to take your finances to the next level, this plan is for you. In this plan we’ll help you scope out not only your short to medium-term goals, but also look at a plan for the rest of your life, to set you and your family up for the long-term. Once you know where you’re headed and you have a fresh perspective on your finances, the results will inspire you!