020 4060 5806
info@nzwealthplanning.co.nz
COVID 19 Notice: All appointments are held remotely
WELCOME TO NZ WEALTH PLANNING
Your NZ Wealth Planner
Time poor and need help planning your wealth?
NZ Wealth Planning helps people grow their wealth, become financially independent and achieve financial success.
FINANCIAL PLANNING SERVICES
Investment Advice
KiwiSaver
Retirement Planning
Debt & Cash Flow Management
Dairy Price Risk Management
Currency Risk Management
Book a free introductory Zoom call now
(no obligations)
I can learn more about your requirements, and we can work out whether we're a good fit for one another. I'll then send you a no-obligation proposal that addresses the specific problems and objectives that you'd like to work on.
BENEFITS OF FEE-ONLY FINANCIAL ADVICE
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The advice you receive will never be influenced by how much commission the financial adviser will earn now or in the future.
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Financial advisers that work for a fee-only or flat percentage don't make money when you buy into specific investments
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If you like to manage your own investments, it can still make sense for a fee-only financial planner to run the ruler over your investments, their performance and retirement plan to see if you've missed something and provide greater insights to help you reach your goals in many cases this could be much faster.
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No divided loyalities - if you don't pay someone for finanical advice, they're not working for you. They're working for whoever pays them.
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You know exactly how much you're paying for their services
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Fee-only advisers can help you with other financial goals such as getting out of debt through establishing a debt repayment plan
WHAT DOES WORKING WITH ME LOOK LIKE?
When you work with me, you get to work with someone who’s flexible and will adapt to your requirements. In general, when working with clients, I find treasury risk projects usually follow a four-step process:
1. Team training workshops
2. Consulting & policy development
3. Implementation
4. Review
This is just one framework and I can customize the above process to suit your needs.
Need a Virtual Treasury Risk Solution?
To learn more about my custom treasury risk management contracting options.
OUR VALUE TO CLIENTS
As a result of our advice, clients accumulate greater wealth and have more money available for a more meaningful retirement ( include for for Full offer also) . We make our client’s money work as hard as possible for them throughout their various life stages.
SIMON CLARKE
- Director & Senior Financial Adviser
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Bachelor of Commerce (Finance), University of Otago
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Level 5 NZ Financial Services Certificate (Investments & Financial Advice modules)
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Licensed Financial Adviser (FSPXXXXX) and Founder / Director NZ Wealth Planning Limited (FAPXXXX)
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Founder / Director NZ Wealth Planning Limited (FAPXXXX)
Experience & Background
Simon brings over 17 years of market risk, corporate treasury and treasury consulting experience. He worked as a Treasury Manager consultant at Deloitte Australia where he gave corprate treasury and market risk advice to leading Australian corporates and financial institutions. He was Market Risk Manager at Latitude where he set up its second line of defense Treasury framework as it demerged from GE Capital. He set up treasury reporting at British Land in the UK and enhanced their treasury control framework. Other notable assignments include conducting a Board-mandated Market Risk Policy review at ASB Bank New Zealand across it’s Treasury, Global Markets, Commodities, Wealth & Insurance divisions.
Simon is passionate about Dairy Price Risk Management and recently attended the 2021 American Daiy Product Institutes Dairy Risk Management Seminar and the NZX’s Dairy Hedging and Goverance Seminar. He grew up on a farm and his father’s land is currently leased to a dairy farmer.
CONTACT
Phone
+64 20 4095 2348
info@nzwealthplanning.co.nz
Office
P.O. Box 36816, Merivale,
Christchurch, 8146, New Zealand
