The Full Design

[vc_row css=”.vc_custom_1457988361191{padding-top: 30px !important;}”][vc_column][vc_custom_heading text=”The Full Design” font_container=”tag:h1|text_align:center” use_theme_fonts=”yes”][vc_column_text]Every great sports team has a coach to help them perform. We would like to be your financial coach.

During the design process, we discuss with you and your partner (if applicable) your financial goals, and discover all the necessary information to help you whether it be that you want to;

  • Eliminate debt,
  • Be prepared for retirement,
  • Arrange your budget and finances,
  • Buy investment properties,
  • Plan for your children’s education,
  • Or, whatever your financial goals may be, we can help.

Our team will gather all the facts & figures, and present you with a report outlining the steps to take to help you achieve your goals, as well as regular check-ups, to make sure you are keeping up with them.

This process includes a thorough questionnaire that will discuss things such as:

  • Financial Dreams & Goals
  • Kiwisaver & Retirement plans
  • Inability to work due to illness, or disability
  • Premature Death
  • Mortgages, own home or investment property
  • Managing Debt
  • Children’s Education needs
  • Estate Planning Requirement (Wills, Trusts, etc.)
  • Bequeaths, Family, Charity etc.

Please allow an hour and a half for this process.

We will then asses, and create a thorough report based on your situation and needs.

Together we will help with the implementation and structuring of any agreed upon plans, and regularly review.

This process is at a cost of $1500 incl GST.[/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]