020 4060 5806
info@nzwealthplanning.co.nz
COVID 19 Notice: All appointments held remotely across NZ
WELCOME TO NZ WEALTH PLANNING
- NZ Wealth Planning charges its clients fees only and not commissions which has many benefits for clients.
BENEFITS OF FEE-ONLY FINANCIAL ADVICE
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Your advice not being influenced by sales commission and therefore aligned to your best interests.
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You know exactly how much you're paying for my services.
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As I don't make product recommendations, I don't make money when you buy or chose not to buy specific investments.
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I can help you in other areas like putting together a budget, savings plan or help you pay off your personal and business debt faster such as your mortgage and/or business loans.
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Even if you like to manage your own investments, I can still help by running the ruler over your investments, their performance and your retirement plan to see if you've missed something. Sometimes, with greater insights, I can help you reach your goals much faster.
Need a Fee-only Financial Adviser?
To learn more about my custom virtual financial planning options.
CONTACT
Phone
020 4095 2348
info@nzwealthplanning.co.nz
Office
P.O. Box 36816, Merivale,
Christchurch, 8146, New Zealand
