Financial Planning Services
What can we do for you?
We help you determine the amount of Life Insurance you need to meet your objectives based on a full Insurance needs analysis.
In New Zealand, we are very fortunate to have a good public health system, but unfortunately, it’s not flawless.
That’s where Private Health insurance can provide considerable peace of mind, and in many cases, faster access to certain health services. There are numerous and varied options, which we’ll discuss with you in detail to find the right cover for your needs.
In a recent article published by Seek listing the Top Five work perks employees want in 2019 in New Zealand, Health Insurance topped the list. If you are considering your employee benefits, we welcome you to get in touch.
When someone in the family or household is diagnosed with a serious illness, it affects the while family. The financial impact can be extremely difficult due to monthly living costs and potential medical bills, or loss of income due to not being able to work.
We will assist you to identify the amount of cover needed and which benefits provide you with the appropriate cover.
• A client aged 35 earning $65,000.00 Gross per year increasing at an average rate of 3% year will earn $3,092,402.00 if they work till the age of 65.
• A client aged 40 earning $100,000.00 Gross per year increasing at an average rate of 3% year will earn $3,645,926.00 if they work till the age of 65.
We can help you put Income Protection Insurance in place to provide financial assistance should you be unable to work due illness or injury.
And we don’t stop there. We are also able to provide advice when you are looking to buy your second home or rental property to start building up long-term wealth through a property portfolio.