Business overview
Financial advice can seem very boring to many but it's highly necessary. I offer flexible meeting options where I can meet my clients online, over coffee or a wine.I take out the jargon and keep things simple. My process involves sitting down with my clients, understanding their background and goals for the future. I then gather as much information as possible (which includes financials) and can show an illustration of what my clients financial future can look like. Then we can look at ways of protecting what is important to them whether it is through insurance, KiwiSaver and other investment options.
Life is great when you have it sorted and it's not as hard or boring as many may think, especially if you're working with me.
Products and services I offer
Risk insurance - life, income & mortgage protection, medical cover, trauma cover and total and permanent disability.KiwiSaver & Investment Advice.
UK Pension Transfers
