It pays to get good advice
There's an old adage that says "good advice isn't free and free advice isn't good".
We don't charge for our KiwiSaver advice but we do charge an initial fee of $150 for our general financial, savings, investment and retirement planning advice to cover our initial consultation and follow up review in writing.
Let us know if you have any concerns around this.
The Value of Impartial Advice
If you've thought of talking to an adviser but are worried that it's going to be a waste of time, if it's not going to cost you anything, why not give it a go?
Mike is human (in his own words) and although Amanda may sometimes disagree, come and have a coffee and an informal chat.
A 2023 report by Russell Investments estimates that good financial advice leaves client portfolios better off by at least 5.9%.
KiwiSaver, Savings Advice, Investment Planning and Retirement Planning
Our difference is that we are different and our focus is you! KiwiSaver, savings advice, investment and retirement planning is what we do and we'd love to talk to you.
Why now is a good time to invest
- Investment markets always recover
- Investment markets go up more than they go down
- Volatility is a normal part of investing
- When prices are low, you get more for your money
- Forget about a recession, investment prices have already factored this in
You can't time the markets
We all know that investment markets remain volatile at the moment, but don't for one moment think it's all doom and gloom.
Stick to the plan - trying to time the markets and missing out on a few days investment growth can have a massive impact.
Discover the eighth wonder of the world
Markets remain unpredictable and inflation is high at 5% - use this to your advantage by investing on a regular basis over the next few months. Talk to us about why Dollar Cost Averaging is the eighth wonder of the world.
Invest wisely and plan for a great future
Whether it's KiwiSaver planning, investing for a better future for you and your family or needing help with retirement, we can help you put together the right plan. Come and have a free chat...
