Investments
According to Einstein, “Compounding interest is the eighth wonder of the world. He who understands it, earns it … he who doesn't … pays it.” At first this quote might seem like a bit of an exaggeration but the math behind it shows that it is not.
When it comes to investing, the best time to start is yesterday the second best time is today.
Whether you’re starting from scratch or already have funds to invest - we can help.
Do you have a long term savings goal?
Are you looking to diversify your investments?
Are you concerned your money isn’t working as well for you as it should be?
We know how to make your money work harder for you and can help you achieve your goals and increase your financial worth.
Managed and index funds are similar to an unlocked version of KiwiSaver. Meaning you can achieve your investment goals however have access to these funds before retirement for things like funding a child’s education, holidays, investment property.
With the uptick in DIY investment platforms it’s never been easier to start your investment journey.
However advice in this area is crucial as there are a plethora of options available to invest in. This can make the process confusing and investing incorrectly could mean the difference between achieving your financial dreams and not.
We have handpicked several different providers to work with which allows us to find an investment strategy that best suits your needs and goals.
We have access to companies that align with your values in ethical and responsible investing.
Our Review Process
Chat & identify
This gives us a chance to talk through your financial goals, timeframes and what is important to you.
Recommendations
We use our knowledge, experience, risk profile tools and research resources to develop your robust investment plan.
Implement
We assist you in completing applications and implementing your investment strategy.
Review
We review your investment regularly to ensure it still meets your needs and goals as your needs change.