OUR 5 STEP PROCESS

1

MEET & GREET

This is where we sit down and get to know a little bit more about you.

We gather as much information as we can about your current financial position, what you own, what you owe, what is important to you and what you hope to achieve for your family's financial future.

The more detail we have, the better.

This information is what we use to create your unique, robust financial plan or "road map" as we like to call it.

It is to be used to help you navigate your way toward financial security.

2

WRITE YOUR PLAN

As Authorised Financial Advisers we are able to take the information you gave us in our initial meeting and formulate a detailed plan according to your specific situation and your unique goals. We take into account every aspect of your current financial position and map out exactly how you can set about achieving the financial security you want for your family. Whether it's to pay off your mortgage faster or take care of tertiary education costs for your kids, we'll show you that it is all very possible with a few simple steps. 

3

PRESENT YOUR PLAN

This is where things get really exciting.

We present your unique plan to you, outlining all of the specific goals and milestones you wanted to achieve. 

We will show you our exact methods, how to use them and where to slot them into your financial freedom timeline.

Seeing your exact numbers is probably the most powerful part of presenting your plan as it literally gives you a snapshot of your future if you were to keep going as you were before you met us compared to what is possible by implementing our recommendations for you. 

4

IMPLEMENT YOUR PLAN

During this part of our process you will follow a step by step formula that hundreds of Kiwi families before you have used and benefited from. Our professional, long standing 

relationships take away all of the guess and legwork for you. 

5

MONITOR & REVIEW

You will receive our ongoing support throughout your entire journey toward financial security.

Regular reviews and on hand monitoring tools to gauge how you are tracking are a part of our long term commitment to your financial success.

We recognise that living and lifestyle circumstances often change and that adjustments may need to be made. Our review process is very flexible and straight forward.