Investment specialist providing robust financial plans for people serious about planning and growing their wealth for their retirement.
I am focused on building, managing, and protecting my client’s preciously accumulated wealth. My aim is to build lifelong partnerships where I truly understand my client’s needs and goals so that I can always be proactive and provide an exceptionally high standard of care. My enjoyment comes from knowing I have helped my clients reach their financial goals so that they can do the things they have
24/11/2021
Planning in advance for your retirement can make a massive difference. We’re here to help, so give us a call.
The latest Retirement Expenditure Guidelines once again confirm that the pension gap is widening - a timely reminder of the importance of planning for the future: http://ow.ly/QgLG50GRwVt
31/08/2021
Want to chat about your investment plan? Or need help putting one together? Give us a call, we’d be happy to help.
Thinking of taking your first foray into investing? Here are five key ingredients to a sound investment plan: http://ow.ly/xVVm50G1g2v
11/05/2021
If you're a contributing KiwiSaver member, aged 18-65, you may be eligible for the annual KiwiSaver government contribution.
For every dollar you put into your KiwiSaver account, the Government adds 50 cents - up to a maximum of $521.43 a year. To receive the maximum amount, you need to put in at least $1,042.86 in the year to 30 June.
Like to learn more? Please don't hesitate to contact us.
21/01/2021
Happy New Year!
Now is a good time to look at your KiwiSaver and make sure it is really working for you. Do give me a call if you’d like any help with this.
What better time to take stock and plan ahead?
👉 Here are five good KiwiSaver resolutions for you: http://ow.ly/dsmz50DdS51
17/06/2020
Give me a call if you are not sure....
08/05/2020
In New Zealand we are hoping that this could well be our last weekend in lock down. Before we go racing back to our old ways and habits, take a bit of time this weekend to work out what you could do differently going forward. Could some of your saving habits continue, giving you extra money to spend on things that really matter? Why not put together a plan to save for a family holiday or a new car? Could you continue to prioritize time for yourself with those daily walks? How about keeping up the habit of cooking amazing meals from scratch? Or making one evening a week for family games/discussions?
We have all developed new routines and perhaps some skills over this period. Let us take them with us into the new future
COVID-19 spells change. Take advantage to design your ‘new normal’ As the lockdown eases, the disruption offers an opportunity to reshape our lives for the better.
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