Financial Planning & Advice

Create a life you really want

How do you want your life to look 10 or 20 years from now? Have you thought about the lifestyle you want, the financial and family goals you hope to achieve, and your career and work aspirations?

Whether you’re just starting out, raising a family, emigrating to New Zealand or approaching retirement, your long-term wealth and lifestyle depends upon making good choices in a number of key areas, including

  1. Mortgage Advice – We’ll walk you through the process of buying a house, find the right structure for your situation and negotiate with the banks and non-bank lenders on your behalf.

  2. Insurance –  Create a safety net to protect your lifestyle with income protection, life, critical illness or health insurance.

  3. KiwiSaver – KiwiSaver is New Zealand’s voluntary, work-based retirement saving scheme. The right KiwiSaver fund can be like investing on steroids, so we’ll help you find the ideal fund for your financial needs.

  4. UK Pension Transfer – Moving your pension is a big decision. We’ll help you understand your options, find the right investment strategy for your long-term goals, and handle all the paperwork.

  5. Investment Advice – Design and build your wealth portfolio, from investment property to KiwiSaver and managed funds.

 

Our expert advisers take a holistic view of your financial situation and offer straightforward, clear advice. We don’t look at your mortgage or insurance in isolation - we help you get the balance right across your portfolio and make appropriate adjustments as your needs change over time.  

You don’t have to do everything at once, you just need to get started.

Call us on 0508 946 3767 (0508 WINDSOR) to book a free initial chat and let’s get started.

"Brett takes a really holistic and balanced approach with his recommendations which was really refreshing to see. I felt he took the time to consider all aspects of my finances when making his suggestions and appreciated how simple he made everything seem. Look forward to working with him again."

MELISSA ARMSTRONG

"We recently emigrated to New Zealand and Brett has been a fantastic source of information and advice. Very friendly, professional and trusted I would not hesitate to recommend Brett to anyone who needs sound financial guidance without confusing jargon. Thanks for all your help - now and in the future."

ROB HART