Financial Wellness Review

Financial Wellness Review

We offer all of our existing and new clients the opportunity to book a time for one of our Advisers to come and meet with you and go through a free financial wellness review together. In a review we look at your Mortgage, Insurances Personal and Business, ACC Cover if your Self Employed and your KiwiSaver.

We will look to make sure that you are getting the best interest rate for your mortgage and it is structured to pay it off as quickly as possible.

For your Insurances we look to make sure you are covered come claim time and are receiving the best value for money.

With ACC we make sure you are not paying more than you need to and that your cover is agreed with ACC so that you have no issues getting paid when you need it.

Finally for KiwiSaver we look to make sure you are paying the right PIR tax rate, Maximising the government contributions and explain the different fund types available and what could be suitable depending on your risk profile and stage of life.


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