Passionate about
your future success
What is the process?
We start with an initial understanding of your situation either via email, web enquiry, a quick call or an online meeting. We look at which of the below services is most suited for you. We will work out where you are currently at and where you want to get to.
After each meeting, I will come back to you with recommendations which we work through to ensure they are suited and you feel comfortable with the steps ahead. Once invested, I report regularly on your progress towards your goals and we meet in person or online annually.
For those seeking a plan you will find my service gives you reassurance, guidance, and accountability.
What I offer
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Wealth Accumulation Strategy
This is important for those in the working and earning phase, who are focused on accumulating a targeted level of wealth at retirement or who wish to retire early.
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KiwiSaver Strategy
This provides a KiwiSaver recommendation following an assessment of your current situation and risk profile, including saving for your first home withdrawal or accessing your KiwiSaver at retirement.
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Retirement drawdown Strategy
This is designed for those nearing or in retirement and seeking to achieve a sustainable income in retirement using the wealth they have accumulated during their working life.
Need a little more?
Financial Life Mapping
Based on personalised analysis and research, forecasting your progress over the long-term. It doesn’t matter what stage of life you are at. Whether you are wondering about the impact of expensive renovations, buying a home, planning for children, or simply considering what happens to your investment properties when it’s time to retire — we can help protect what lies ahead.
During our 'Financial Life Mapping' sessions, we discuss how the future might look based on your current position and what you can do about it — then we strategise a way to get you there. The result is confidence because any decisions you make will be better informed and more likely to work out as planned.
This is a one-off fee of $795 incl GST (we then work together for 12 months to get all implemented). This fee may be waived for clients looking to invest a lump sum with Investment Matters.