020 4095 2348
info@nzwealthplanning.co.nz

FINANCIAL ADVICE & PLANNING PACKAGES

Initial Advice

Choose Your Financial Plan

What’s Included

BRONZE

$1,500-2,750* + G.S.T.

Lay The Right Foundations

SILVER

$3,150-4,150* + G.S.T.

Grow & Protect Wealth
(less complex needs)

GOLD

$5,150-7,150* + G.S.T.

Grow & Protect Wealth (more complex needs)

● Goals & objective setting

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● Spending, emergency fund & savings plan

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● Debt management plan, repayment strategies, debt & interest-cost saving projections 

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● Mortgage stress test

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● Child education planning/first home planning

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● KiwiSaver/investment planning advice

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Max. two investment accounts/plans

Unlimited investment accounts/plans

● Retirement savings and income plan, retirement savings analysis & projections*

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● Inflation risk analysis*

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* Projections provided if retired or with ten years or less until retirement.

BRONZE

$1,500-2,750* + G.S.T.

Lay The Right Foundations

What’s Included:

* Projections provided if retired or with ten years or less until retirement.

SILVER

$3,150-4,150* + G.S.T.

Grow & Protect Wealth
(less complex needs)

What’s Included:

* Projections provided if retired or with ten years or less until retirement.

GOLD

$5,150-7,150* + G.S.T.

Grow & Protect Wealth
(more complex needs)

What’s Included:

* Projections provided if retired or with ten years or less until retirement.

Ongoing Advice

Financial advice & planning clients

What's The Financial Cost Of NOT Getting Financial Planning?

To see a graph that shows the huge financial cost ($$$) of NOT getting financial planning advice: