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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Service - Financial Planning
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Why choose us for financial planning?

Our financial plans

Initial consult is free of charge (this usually takes around 15 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.

Financial planning advice​

FROM $1599 incl GST

We can help you set some short and medium-term goals depending on your situation. We consider things like structuring your bank accounts, KiwiSaver, managing your personal risk, reducing debt, and increasing savings to help you reach your goals.

We can 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!

The cost above is for up to six hours work. Thereafter a fee of $250 incl. GST per hour will be charged. Advice fees are typically tax-deductible.

Before going through this process we had (wrongly) made the subconscious assumption that financial planning was more suited to people with large assets and a range of investments. This process helped motivate us to continue to push ourselves in certain financial areas, and it was also good to consolidate that our thinking and goals were consistent with each other. We could not fault Mike's service... he was friendly, flexible and very knowledgeable." (abridged)

- Anon

Good financial adviser, straight shooter, would and do recommend Jeremy Cole and the whole (Cole Murray) firm. Great people. Cheers.

- Chris