How I can help
Financial advice can start with a single question or involve a much bigger picture.
Two ways we work together
Whether you need help with one important decision or want to step back and look at your financial life as a whole, I offer two ways to work together:
Focused Advice
For whom
For a specific question, decision or area of your finances.
What we’ll do
We start with the question you’re trying to answer. I’ll understand the situation, work through the relevant numbers and explore your options with you.
We’ll discuss the trade offs and I’ll give you clear advice and recommendations, so you understand what makes sense and why.
Focused Advice is narrower by design. We focus on the issue in front of you rather than your entire financial position.
What you’ll receive
Clear advice and recommendations tailored to the question you're trying to answer.
Fee
$295/hour (incl GST)
Larger defined projects can be agreed at a fixed fee based on an estimate of the work involved.
Financial Life Strategy
For whom
For a comprehensive look at your financial life, particularly when several decisions or priorities are connected.
What we’ll do
We’ll work through a structured process, starting with a clear picture of where you are today, what matters to you and what you want your money to help you achieve.
I’ll analyse your financial position, explore the options and consider how the different parts of your finances fit together. We’ll then work through the recommendations and clarify what matters most.
What you’ll receive
A comprehensive written financial strategy, with clear recommendations, priorities and practical next steps you can put into action.
Fee
$3,500 (incl GST)
A fixed fee for the complete Financial Life Strategy.
Not sure which is right for you?
You don’t need to work that out before we talk.
I offer a free 30 minute conversation to get to know each other, understand what you’re looking for and work out which approach is most suitable.
There’s no obligation to proceed.
What can I help with?
Your money
Investing and wealth creation
KiwiSaver
Mortgages and debt
Insurance
Your decisions
Buying or selling property
Retirement planning
Career changes
Inheritance and family changes
Business and other major financial decisions
Continuing to work together
There is no subscription or ongoing commitment.
Once your advice is complete, you can put it into action yourself and come back when you need further advice or support.
Established clients: $280/hour (incl GST)
Independent advice. You stay in control.
I provide the advice and recommendations. You decide what to implement.
I don’t receive commissions or product incentives, and I don’t require you to use an ongoing investment service. I don’t implement investments, arrange transactions or manage your money.
Ready to talk?
You do not need to have everything figured out before we start.