020 4060 5806
info@nzwealthplanning.co.nz
COVID 19 Notice: All appointments held remotely across NZ
WELCOME TO NZ WEALTH PLANNING
Your NZ Wealth Planner
Time poor and need help managing your finances and financial risk?
I help professionals & business owners get better with money, grow wealth and manage financial risk to become financially independent and achieve financial success.
FINANCIAL ADVICE & PLANNING SERVICES
Investment & KiwiSaver
Advice
Retirement Planning
Debt & Cash Flow
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.
VIRTUAL FINANCIAL ADVICE
NZ Wealth Planning is a Virtual Financial Planning & Consulting Practice
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What does it mean to be a virtual financial planner?
I don't meet clients in a traditional office but work remotely with them across NZ from my Christchurch office giving them financial advice through secure online environments both over the phone and through Zoom (video conferencing).
BENEFITS OF VIRTUAL FINANCIAL ADVICE
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SAVE MONEY - You don't have to take time off work, hire a baby sitter and save on petrol and parking.
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SAVE TIME & LESS HASSLE - You don't have to drive or get stuck in traffic to visit my office. You can have all your financial information with you and if you forget anything you don't have to return to an office.
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MORE CONVENIENT - We can meet virtually during your lunchbreak, at work, on your couch or even on vacation. For couples, as we meet through Zoom, you don't even have to be at the same location together. As long as you have a device and a reliable internet connection we can meet.
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GOOD FOR ENVIRONMENT - As you don't need to drive, you'll lower your carbon footprint by helping to reduce the carbon dioxide emitted and reduce the traffic on the road. Also, as my financial plans are digital, I minimise the use of paper, ink and other office supplies.
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YOU CAN LIVE ANYWHERE - If you decide to move, I can still give you financial advice and our relationship will still continue the same way no matter where you are in NZ. This isn't possible if you get advice from a financial planner in a traditional office or if they come to visit you.
Need a Virtual Financial Planner?
To learn more about my custom virtual financial planning options.
BENEFITS OF FEE-ONLY FINANCIAL ADVICE
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NZ Wealth Planning charges its clients fees only and the benefits of this include:
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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.
Contact Me
Physical Location:
Christchurch, NZ
Virtual Office
Christchurch, NZ
Virtual Office
Phone: 020 4095 2348
Email: simon@nzwealthplanning.co.nz
SIMON CLARKE
- Director & Senior Financial Adviser
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Founder and Director of NZ Wealth Planning Limited (FSP771178)
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Licensed Financial Adviser (FSP703591)
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NZ Financial Services Certificate Level 5 (Investments & Financial Advice modules)
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Bachelor of Commerce (Finance), University of Otago
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Investments, Retirement Planning, Currency & Milk Price Risk Management
Experience & Background
Simon founded NZ Wealth Planning to help professionals, business owners and farmers get better with money and accumulate wealth so they can become financially independent and achieve greater financial success. Simon brings over 17 years of experience working in finance roles across investments, retirement planning, financial risk management and consulting in NZ, Australia and the UK and worked at companies such as Deloitte, ASB Bank, Commonwealth Bank of Australia and Westpac. He is passionate about working with indivduals, farmers and business owners to help them reach their investment and retirement planning goals so they can live the lifestyles they desire now and in retirement.
Simon also provides consulting services to helps companies manage their cash flows, debt and risk of loss from fluctuations in foreign exchange rates, interest rates and commodity prices including milk prices. This helps business owners reduce risk and uncertainty, improve margins and bottom-line results, saves time, and helps them focus on running their business. He has attended additional training in milk price risk management including the 2021 American Dairy Product Institute Dairy Risk Management and NZX’s Dairy Hedging and Governance seminars.
Simon grew up on a farm in Southland and his father’s land is currently leased to a dairy farmer. For leisure, Simon plays the guitar, is a keen tennis player and loves to spend time with family.
CONTACT
Phone
020 4095 2348
info@nzwealthplanning.co.nz
Office
P.O. Box 36816, Merivale,
Christchurch, 8146, New Zealand
