- A 1 hour session with an independent financial adviser with 24 years experience
- A brief but moderately detailed report will be provided after the meeting*
- Available anywhere in NZ by telephone or Skype
- We check to see if there are some easy and early gains you can make by “plugging leaks”
- We check to see if you are making the most of your income and assets
- We check if you are wasting money and are unaware of it
- We find a lot of people only need one session a year or when your financial situation changes.
- It can be a really revealing exercise
* our report is moderately detailed but it is not an in-depth financial plan (they commonly cost $500 to $2,000).
The information in this article was current at 27 Mar 2012