New Zealand Wealth Management Services
Our wealth management specialists provide impartial advice and expertise to help you achieve your financial objectives through both creating and protecting your wealth and financial security.
We place your interests as our client first. Accordingly, we provide our services on a fee-only basis, recommending solutions that are not influenced by product providers and that maximise your investment potential and tax efficiency.
In creating wealth for you, our diversified recommendations may also venture into complementary areas such as private portfolios, superannuation and overseas pension transfers.
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Government and Bank Support during COVID-19
Whilst we suggest getting advice from your lawyer and/or accountant during the COVID-19 crisis here are a list of options you have: Employer Support/ Wage Subsidies The COVID-19 Wage Subsidy and Employer Support will be paid at a flat rate of:$585.80 for people...
Stay at home and flatten the curve
So as we get close to entering the second week of lock down most of us obeying the rules of staying at home and isolating within your bubbles. Not only will you save lives but will help us get out of level 4 quicker as opposed to it going on for months. It all started...
COVID 19 and Life Insurance
Life Insurance and COVID-19. If you have existing Life Insurance then yes you will have cover for Coronavirus or COVID-19 - if you die from COVID 19 then your policy will pay. Currently at the time of writing all insurers are still offering Life cover with no...