Protecting an income is only part of the puzzle when it comes to helping families sort out their financial futures.
There’s a mortgage to look after, a future to plan (and save) for, a house and car (and loads of other stuff) to insure, and personal insurance to look after – and after all this is done, there’s still a whole pile of other stuff, like holidays, school trips and everything else to look after.
At Kiwi Advisers, we understand the challenges facing New Zealand families, and are passionate about helping them meet them head on, and in the best financial position possible.
We can help you with:
Whether you’re saving for retirement or a first home, good KiwiSaver choices can put you on the path to financial security.
Buying a House
There’s a lot to consider when buying a house. We’ll work with you to demystify the process and get the best deal on your mortgage.
What do you need? How much should you spend? Do I actually need it? We’ll help you answer these questions, and many more.
House, car and contents
We’ll work with you to identify what you need to cover and how much for. This is really important for your house insurance.
We’re also able to help you build a plan around all four of these areas, so you have the right balance of protection and savings, and can manage the amount you spend evenly.
We deal with a range of providers, so you can be sure you’re always getting the right advice, and the best deal for you. Talk to us today to set up an appointment.
When there’s so much to consider, it pays to consult an expert to help you get organised and get the right advice and information.
We’ll work with you to understand your situation and get all the information we need out on the table. This includes your goals, priorities and what you want to achieve – it’s important we understand the future as well as the present.
Then we’ll use our expertise and relationships with leading financial services providers to find the right solution for your situation – whatever it might look like. We’ll also make sure you get the solution implemented properly – a little care and attention to detail now can save a lot of headaches down the road.
Once everything is squared away, we won’t disappear – we’ll be there for you all the way, whether you need information or your situation changes. It’s important that we regularly review your plan, so that we can make adjustments that keep you on your path to achieving your goals.
Get started today – talk to us to begin planning your financial future.