Giving a fresh perspective to support your financial journey.

Giving a fresh perspective to support your financial journey.

Giving a fresh perspective to support your financial journey.

Giving a fresh perspective to support your financial journey.

Giving a fresh perspective to support your financial journey.

Giving a fresh perspective to support your financial journey.

Financial Advice that is authentic and transparent.

Financial Advice that is authentic and transparent.

Financial Advice that is authentic and transparent.

Financial Advice that is authentic and transparent.

Financial Advice that is authentic and transparent.

OPEN-MINDED AND TRANSPARENT.

Independently-owned Financial Advice

We can help with the following:

Investment advice

Helping you put your money to work in a way that’s specific to your circumstances.

Helping you put your money to work in a way that’s specific to your circumstances.

Helping you put your money to work in a way that’s specific to your circumstances.

Helping you put your money to work in a way that’s specific to your circumstances.

Helping you put your money to work in a way that’s specific to your circumstances.

Helping you put your money to work in a way that’s specific to your circumstances.

Cashflow planning

Gaining clarity and control over income and spending, working towards the goals that matter.

Gaining clarity and control over income and spending, working towards the goals that matter.

Gaining clarity and control over income and spending, working towards the goals that matter.

Gaining clarity and control over income and spending, working towards the goals that matter.

Future planning

Working with you to ensure you and your family will have enough for the needs of the future.

Working with you to ensure you and your family will have enough for the needs of the future.

Working with you to ensure you and your family will have enough for the needs of the future.

Working with you to ensure you and your family will have enough for the needs of the future.

Working with you to ensure you and your family will have enough for the needs of the future.

UK pension transfers

Made a decision to transfer your UK pension across to NZ, or have funds already invested in a ROPS in NZ?

Made a decision to transfer your UK pension across to NZ, or have funds already invested in a ROPS in NZ?

Made a decision to transfer your UK pension across to NZ, or have funds already invested in a ROPS in NZ?

Made a decision to transfer your UK pension across to NZ, or have funds already invested in a ROPS in NZ?

Made a decision to transfer your UK pension across to NZ, or have funds already invested in a ROPS in NZ?

KiwiSaver advice

Rational and thorough personalised advice on a wide range of top-class KiwiSaver Scheme Providers.

Rational and thorough personalised advice on a wide range of top-class KiwiSaver Scheme Providers.

Rational and thorough personalised advice on a wide range of top-class KiwiSaver Scheme Providers.

Rational and thorough personalised advice on a wide range of top-class KiwiSaver Scheme Providers.

Rational and thorough personalised advice on a wide range of top-class KiwiSaver Scheme Providers.

Charitable giving

No tokenism here. We encourage everyone to give and can tie this into your broader financial picture.

No tokenism here. We encourage everyone to give and can tie this into your broader financial picture.

No tokenism here. We encourage everyone to give and can tie this into your broader financial picture.

No tokenism here. We encourage everyone to give and can tie this into your broader financial picture.

No tokenism here. We encourage everyone to give and can tie this into your broader financial picture.

Investment education

Free 30 minute to 1 hour workplace sessions to support wellbeing initiatives.

Free 30 minute to 1 hour workplace sessions to support wellbeing initiatives.

Free 30 minute to 1 hour workplace sessions to support wellbeing initiatives.

Free 30 minute to 1 hour workplace sessions to support wellbeing initiatives.

Free 30 minute to 1 hour workplace sessions to support wellbeing initiatives.

Second Opinion

Receiving advice somewhere, but after the thoughts of an Independently-owned Financial Advice Provider?

Receiving advice somewhere, but after the thoughts of an Independently-owned Financial Advice Provider?

Receiving advice somewhere, but after the thoughts of an Independently-owned Financial Advice Provider?

Receiving advice somewhere, but after the thoughts of an Independently-owned Financial Advice Provider?

Receiving advice somewhere, but after the thoughts of an Independently-owned Financial Advice Provider?

As a Financial Adviser myself, I have recommended many clients to Joel, who have all provided very positive feedback about how approachable he is and a real pleasure to do business with, at the same time providing real solutions to various client needs.

As a Financial Adviser myself, I have recommended many clients to Joel, who have all provided very positive feedback about how approachable he is and a real pleasure to do business with, at the same time providing real solutions to various client needs.

As a Financial Adviser myself, I have recommended many clients to Joel, who have all provided very positive feedback about how approachable he is and a real pleasure to do business with, at the same time providing real solutions to various client needs.

Glen Mattingley

Glen Mattingley

Glen Mattingley

Financial Adviser, New Zealand Home Loans

Financial Adviser, New Zealand Home Loans

Financial Adviser, New Zealand Home Loans

As a Financial Adviser myself, I have recommended many clients to Joel, who have all provided very positive feedback about how approachable he is and a real pleasure to do business with, at the same time providing real solutions to various client needs.

Glen Mattingley

Financial Adviser, New Zealand Home Loans

As a Financial Adviser myself, I have recommended many clients to Joel, who have all provided very positive feedback about how approachable he is and a real pleasure to do business with, at the same time providing real solutions to various client needs.

Glen Mattingley

Financial Adviser, New Zealand Home Loans

Bringing a fresh perspective.

What makes us radical?

Transparency

We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client.

Choice

We provide advice on a wider range of KiwiSaver & Investment funds and Providers than most of the competition, and are always open to new possibilities

All Valued

Regardless of your gender, religion, health status, ethnicity, age or even the size of the bank balance, we commit to leaving you feeling valued.

Giving

We encourage our clients to give of their time & money, and we lead by example by donating revenue to causes that we believe in.

Bringing a fresh perspective.

What makes us radical?

Transparency

We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client.

Choice

We provide advice on a wider range of KiwiSaver & Investment funds and Providers than most of the competition, and are always open to new possibilities

All Valued

Regardless of your gender, religion, health status, ethnicity, age or even the size of the bank balance, we commit to leaving you feeling valued.

Giving

We encourage our clients to give of their time & money, and we lead by example by donating revenue to causes that we believe in.

Bringing a fresh perspective.

What makes us radical?

Transparency

We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client.

Choice

We provide advice on a wider range of KiwiSaver & Investment funds and Providers than most of the competition, and are always open to new possibilities

All Valued

Regardless of your gender, religion, health status, ethnicity, age or even the size of the bank balance, we commit to leaving you feeling valued.

Giving

We encourage our clients to give of their time & money, and we lead by example by donating revenue to causes that we believe in.

People-focused and supportive.

Our process

People-focused and supportive.

Our process

1.

Intro

2.

Data

3.

Analysis

4.

Present

5.

Review

Lets meet

Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.

1.

Intro

2.

Data

3.

Analysis

4.

Present

5.

Review

Lets meet

Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.

1.

Intro

2.

Data

3.

Analysis

4.

Present

5.

Review

Lets meet

Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.

1.

Intro

2.

Data

3.

Analysis

4.

Present

5.

Review

Lets meet

Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.

Helping you Maximise your finances.

Pricing & Plans

Helping you Maximise your finances.

Pricing & Plans

Helping you Maximise your finances.

Pricing & Plans

  • Wealth plan

    $2,000 incl. GST

    We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.

    Determine how much you may have & need for retirement

    Forecast significant life events & goals

    Improve asset diversification

    Factor in investment property

    Model financial decisions & scenarios

    Receive ongoing advice & support

    Includes the features of the Cashflow Plan & more

  • Cashflow Plan

    $1,000 incl. GST

    We work with you to help you gain control of your financial situation, clearing debt and building wealth for your future to provide choices and a pathway to achieving your financial goals.

    Eliminate expensive debts

    Work towards a first home purchase

    Begin investing for the future

    Start working towards financial goals

    Gain control of your money & habits

    Understand where the money is going

    Includes the features of the Investment Plan, plus an ongoing fulll subscription to Planolitix & more

  • Investment Plan

    Up to $500

    Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small

    Grow your capital for long-term use

    Use assets to generate income

    Develop a personalised portfolio

    You already have control of your money

    Recently received a lump sum

    ROPS Investment

    Includes the features of a KiwiSaver Plan & more

  • KiwiSaver Investment Plan

    Free*

    For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.

    Recommendation on which KiwiSaver Scheme meets your needs

    Recommendation on allocation to specific fund(s)

    Factor in personal ethics and other preferences

    Ongoing support, guidance & advice

    *We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.

  • KiwiSaver Support Plan

    Free*

    For those who are happy with their existing KiwiSaver Scheme, or have independently decided on a Scheme they wish to join, but would appreciate ongoing advice, support and annual reviews with a Financial Adviser.

    Recommendation on allocation to specific fund(s)

    Factor in personal ethics and other preferences

    Ongoing support, guidance & advice

    *We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.

Wealth plan

$1,200 + $25/fn

$2,000 incl. GST

$2,000 incl. GST

We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.

Determine how much you may have & need for retirement

Forecast significant life events & goals

Improve asset diversification

Factor in investment property

Model financial decisions & scenarios

Receive ongoing advice & support

Includes the features of the Cashflow Plan & more

Cashflow Plan

$600 + $25/fn

$1,000 incl. GST

$1,000 incl. GST

We work with you to help you gain control of your financial situation, clearing debt and building wealth for your future to provide choices and a pathway to achieving your financial goals.

Eliminate expensive debts

Work towards a first home purchase

Begin investing for the future

Start working towards financial goals

Gain control of your money & habits

Understand where the money is going

Includes the features of the Investment Plan, plus an ongoing fulll subscription to Planolitix & more

Investment Plan

Up to $500

Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small

Grow your capital for long-term use

Use assets to generate income

Develop a personalised portfolio

You already have control of your money

Recently received a lump sum

UK Pension Scheme Transfers

Includes the features of a KiwiSaver Plan & more

KiwiSaver Investment Plan

Free*

For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver, providing a visualisation of how much you may have at retirement.

Recommendation on which KiwiSaver Scheme meets your needs

Recommendation on allocation to specific fund(s)

Factor in personal ethics and other preferences

Ongoing support, guidance & advice

*We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.

KiwiSaver Support Plan

Free*

For those who are happy with their existing KiwiSaver Scheme, or have independently decided on a Scheme they wish to join, but would appreciate ongoing advice, support and annual reviews with a Financial Adviser.

Recommendation on allocation to specific fund(s)

Factor in personal ethics and other preferences

Ongoing support, guidance & advice

*We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.

Ready to start taking control of your finances? Let’s chat.

Ready to start taking control of your finances? Let’s chat.

Ready to start taking control of your finances? Let’s chat.

Time to get Radical.

Book a free consultation

Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.

Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.

Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.

30 minutes to 1 hour, depending on you

30 minutes to 1 hour, depending on you

30 minutes to 1 hour, depending on you

No cost to sound us out

No cost to sound us out

No cost to sound us out

No commitment required from an initial chat

No commitment required from an initial chat

No commitment required from an initial chat

Receive clarity on how we can specifically help you

Receive clarity on how we can specifically help you

Receive clarity on how we can specifically help you

Contact us

Get in touch!

© Copyright 2024, All Rights Reserved

Contact us

Get in touch!

© Copyright 2024, All Rights Reserved

Contact us

Get in touch!

© Copyright 2024, All Rights Reserved