My Plan A
What matters most
Mortgage Finance
Investments
Kiwi Saver
Estate Planning
Discover your purpose, goals and aspiration, if you haven’t already. I help define your current situation this encompasses understanding what you have attained to date such as assets, income streams, mortgages and finances liabilities and how you plan to create wealth intentionally that is the short, medium and long terms plans.
Next step is to drill down and gather detailed information, we look at what is not in place and what could be in place such as your estate planning. We also look at family structures this is critical that I take these into consideration for the best possible outcome.
My Plan B
Your income
Your life
Your disability
Your health
Your home
Here is where we establish how to “Protect what matters most”. This includes my recommendations on mortgage structures, life insurances, home contents insurances, and suggestions of professionals to review other matters that are concerning you such as your estate planning and investments planning. If we can’t implement we can’t give advice.
I then report back my findings and if you are happy we implement the plans A & B.
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