Treating Clients Fairly
What our clients say about us ..
"I like New Zealand Financial Planning because I know I am getting the best advice. I do not need to worry about my investments or spend lots of time deciding what I will do." - Victor MacGill
"I have always felt like a friend rather than a client." - Bruce Milne
"New Zealand Financial Planning always makes itself available to respond to my financial needs whether they are large or small. I appreciate the quick and thorough response written in a language that is so clearly explained and easy to understand." - Maree Hamilton-Chisholm
"We would recommend NZ Financial Planning to others because we know they are a company of great integrity who care about their clients." - G Hyde
"Every now and then I have an issue to discuss and NZFP have always been available, approachable and given great advice." - Victor MacGill
"I like that nothing is too much trouble for NZFP when I have questions or if I’m not too sure of any ongoing conditions in the financial world." - Joyce Shield
"I would recommend NZ Financial Planning to others because they can be trusted and my experience with them give me confidence in their processes for investment. " - Hon Margaret Austin
"We would recommend NZ Financial Planning to others primarily because of their professionalism over the years and their wisdom in not getting associated with finance companies. A good recommendation." - A G Robertson
FREE CALL BACK
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Fulfill your dreams
Take them seriously.and talk to us. We specialise in helping you achieve
your goals.
We find it's best to start with a meeting to get to know each other by talking about what's important to you, your goals, resources and commitments including how much tax you pay,
your investments and issues you face. During this time, we will outline how we work. There's
no obligation at this initial stage and no costs are incurred. The aim is
simply to gather the information we both need to be in a position to
decide whether we can work together.
If we can work together, we then begin to implement a well defined six-step process to:
- detail and quantify your goals outlining your options and timeframes;
- detail your current income and expenditure by reviewing your existing budget;
- establish the kind of investment approach that you feel most comfortable with (your investment risk profile);
- outline a savings and investment plan based upon your comfort levels and your goals. Our approach to investment is to diversify risk wherever possible and establish a high quality, long term investment strategy through careful research;
- check that what is important to you is adequately protected and;
- establish the extent to which you would like us to monitor and review your progress.
We then meet to discuss our recommendations and tailor them accordingly before proceeding to implement your plan to give you the security of knowing your goals and dreams are on track and free you of any day to day financial concerns.
