[vc_row css=”.vc_custom_1457061555572{padding-top: 30px !important;}”][vc_column][vc_custom_heading text=”Review” font_container=”tag:h1|text_align:center” use_theme_fonts=”yes”][vc_column_text]Everyone loves a second opinion!
Sometimes things change, you may have moved house, changed jobs, had a pay increase, had a baby, got married, or divorced, you may not have seen your adviser for some time, it all happens and sometimes you haven’t reviewed your financial situation. You probably should!
This could mean you are paying too much for stuff you may not need, or it could mean that in the event of a claim, you may not get what you thought you should get.
We can help!
We will conduct a thorough review of your personal financial situation including:
- Personal Insurances
- Kiwisaver
- House, Contents, Car & Boat Insurance
- Mortgage Advice
- Estate Planning (wills, Trusts etc.)
Our aim is to make sure that what you are currently have set up is suitable for your needs, and that you are properly protected, and not paying for things you don’t need.
We will present a report to you, either recommending that you continue to do what you are doing, and will keep in touch with you, should your needs or circumstances change.
Or recommend some changes (and only if they are going to put you in a better position should a claim arise).[/vc_column_text]Go back to all services[/vc_column][/vc_row][vc_row type=”full-width-section” css=”.vc_custom_1457927571750{margin-top: 50px !important;margin-bottom: 0px !important;padding-top: 50px !important;padding-bottom: 50px !important;background-color: #d8e4ff !important;}”][vc_column width=”5/6″][vc_column_text font_size=”34″ line_height=”50″]We create amazing experiences for our clients. Want to try us?[/vc_column_text][/vc_column][vc_column width=”1/6″]Get in touch[/vc_column][/vc_row]