Our Services, Financial Planning, Mortgage Advice, Debt Reduction, Estate Planning, Goodlife Financial Advice

By: Goodlife Advice  05-Apr-2012
Keywords: Financial Advice, Financial Plan

Our team of authorised and qualified financial advisers will give you independent financial advice and guidance, designing a financial plan that suits your personal circumstances.

If you’ve never used our services before we’ll meet you for a FREE, no obligation Financial Health Check. In this session we'll work with you to uncover your financial needs and wants, and dig a little deeper to narrow down your goals and dreams. Our aim throughout is to help you discover key areas where improvements can be made, and areas where your focus should be continued. Short term or long term support is available.

If you're an existing client we're working harder to monitor your progress and to keep you on track with your Goodlife direction. Some of our client support services include "Discover the Freedom" a monthly financial newsletter; education workshops designed to improve your financial skills and wealth opportunities; up to date website information and social media links; and on-call support and advice.

Keywords: Financial Advice, Financial Plan

Other products and services from Goodlife Advice

05-Apr-2012

Goodlife Financial Advice - I need insurance that will protect me and my family

One in three Kiwis will become disabled for six months or more before the age of 65” “Females between 30 & 64 have a one in four chance of suffering a critical illness” “Two in five males over 30 will suffer a critical illness before they reach 65. Insurance provides business capital and security which will fund the replacement of key people in the business, as well as the loss of profits which may arise from the absence of key personnel.


05-Apr-2012

Goodlife Financial Advice - I want to be financially secure, I need investment advice

You should acquire investments that you will profit from, that you reasonably understand, will suit your current and projected future financial situation and meets your current risk profile and future Net Worth objectives. Managed investments - shares, bonds and cash in a managed portfolio where the risk is spread across a number of different investments.


05-Apr-2012

Goodlife Financial Advice - I need help managing my debts and my mortgage

We also tailor personal lending strategies for business premises, accommodation businesses, share portfolio margin lending, business lending, and home equity lending. Spend income on leisure, entertainment and recreation only if you’ve first saved 10% of your net incomes and met all your fixed and essential costs of living.


05-Apr-2012

Goodlife Financial Advice - I need to plan my retirement and maintain my lifestyle

In an initial no obligation consultation, a Goodlife adviser will put all these worrying questions at ease as well as uncovering what you truly want to achieve. This alone is a strong reason to plan for your retirement and avoid becoming another statistic in this unfortunate reality. Plan and act to build a portfolio of investments and you will have more money and better choices come retirement.


05-Apr-2012

Goodlife Financial Advice - I need to make a will and form a family trust

Making sure that you have people around you in difficult times that really care about you, that are legally appointed to ensure you have the best quality of life continuing and can still provide income for yourself and family. You have provided for them into the future while simultaneously ensuring that your loved ones have no debt and are left a legacy of freehold assets.