This very much depends on your personal situation and the outcomes you wish to achieve. While each consultation is different I will always check that you have the correct financial foundations in place as it’s often the basics that people miss. My skills are about identifying what each individual wants to achieve and giving them some direction and clarity about how
After you book a consultation I will email you a comprehensive questionnaire for you to complete before the consultation. By fully completing this, we attain a better background of your personal circumstances and can give you the guidance you need more quickly. Our consultations are an hour and are held face to face in Auckland City or via phone/Zoom (similar to skype). Most people
We use it for a number of reasons: It provides us a comprehensive background on your current situation and goals. It helps you think about what you want to talk to us about. Many of our clients have said they have had their money's worth from just completing it. It enables us to get a lot more achieved in our consultation than
It’s really up to you and your needs. Many people call me when they have a life change or are facing a big financial decision, or just check in every year or two to make sure they are still on track with their overall financial goals.
I have been in the industry for almost two decades and have seen pretty much any type of person and situation you can imagine. My clients range from people deep in debt to those with large investment portfolios and just about everything in between. The best way to find out if I can help is to get in contact because if I can’t I can probably point you
The advice that we give is general in nature and is more about providing you a financial sounding board, helping you with your financial strategy and giving you some guidance on your overall financial position. We do not provide advice on whether you should enter into or exit specific investment products (e.g. shares or funds),