* Projections provided if retired or with ten years or less until retirement.
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
● Spending, emergency fund & savings plan
● Debt management plan, repayment strategies, debt & interest-cost saving projections
● Mortgage stress test
● Child education planning/first home planning
● KiwiSaver/investment planning advice
Max. two investment accounts/plans
Unlimited investment accounts/plans
● Retirement savings and income plan, retirement savings analysis & projections*
● Inflation risk analysis*
BRONZE
$1,500-2,750* + G.S.T.
Lay The Right Foundations
What’s Included:
- Goals & objective setting
- Spending, emergency fund & savings plan
- Debt management plan, repayment strategies, debt & interest-cost saving projections
- Mortgage stress test
- Child education planning/first home planning
- KiwiSaver/investment planning advice
- Retirement savings and income plan, retirement savings analysis & projections*
- Inflation risk analysis*
* 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:
- Goals & objective setting
- Spending, emergency fund & savings plan
- Debt management plan, repayment strategies, debt & interest-cost saving projections
- Mortgage stress test
- Child education planning/first home planning
- KiwiSaver/investment planning (max. two investment accounts/plans)
- Retirement savings and income plan, retirement savings analysis & projections*
- Inflation risk analysis*
* 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:
- Goals & objective setting
- Spending, emergency fund & savings plan
- Debt management plan, repayment strategies, debt & interest-cost saving projections
- Mortgage stress test
- Child education/first home planning
- KiwiSaver/investment planning (unlimited investment accounts/plans)
- Retirement savings and income plan, retirement savings analysis & projections*
- Inflation risk analysis
* Projections provided if retired or with ten years or less until retirement.
Ongoing Advice
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Without ongoing financial advice, life changes can disrupt financial strategies, impacting long-term goals and security. Marriage, children, career shifts and economic fluctuations can derail plans, leading to missed opportunities and stress.
Our Ongoing Advice service includes regular meetings, phone calls and emails to ensure your financial plan and strategy remains on track with fees tailored to your evolving needs and complexity.
