What You Get for $179
Book your $179 Check Up Service now and email us if you have any questions. For less than a week’s grocery bill this service will arm you with the right knowledge to ensure your financial affairs are in order to help you live the lifestyle you want now and for your retirement. We will make [...]
How It Works
We aim to make this service as simple and easy as possible. Keep reading to understand the process so you can feel comfortable about what we provide and know what to expect. We promise to keep it personal and tailored to your situation. Book the 1 Hour Service online through our website. Available anywhere in [...]
What Are the Benefits?
You get a sound financial overview at low cost. You get a written report from us We aren’t trying to sell you anything – no annoying follow up phone calls. After the session you will have the knowledge to help create a better financial future. You will gain peace of mind knowing you have taken [...]
What It’s Not
It’s not a budgeting service, and we won’t be providing you with a budget to manage your monthly income and expenses. It’s not an in depth financial plan – they commonly cost $1,000 or more. We don’t implement the recommendations for you – that’s up to you, but we will point you in the right [...]
Your Privacy is Respected
We want to ensure that you feel comfortable to share your private and personal financial information with us. We guarantee your privacy and won’t share your information with third parties. On receipt of your payment we will send your report and free book. No one from our organisation will contact you or try to sell you [...]
What’s Does The Check Up Cover?
We will cover a number of key areas in the check up to provide a broad analysis of your situation. We would include things like: Kiwisaver, Retirement – can you afford to retire yet?, Debt levels, Emergency funds, Investments, including shares and bonds, Rest Homes (e.g you might need advice for your elderly parents), Loans [...]
