Who Are You?

I want to get myself sorted early in life.

For a lot of young New Zealanders, retirement and in particular saving for retirement is the last thing on their mind. Instead, life is about getting setup, overseas travel, buying a house, a car, having children and advancing their career. Importantly, you can still take a planned approach to this stage in your life.

We are able to help you with advice on what is most appropriate for you financially and provide an approach that allows you the freedom to achieve what you want to.

Common questions asked by people wanting to accumulate assets and experiences

How do I protect myself now I am making serious money?

There are a number of options in order to do this depending on the area of life you are wishing to protect. Insurance will help protect you against loss of items (including health and income) that are important to you and trusts will protect assets you may be accumulating. An NZFP Game Plan will help you put in place the necessary structures to protect those things you value.

Where do I get smart advice from?

Smart advice is about understanding the situation entirely, putting together various options to solve the problems and being able to select an option that you are most comfortable with. This is exactly the process that we take you through in developing an NZFP Game Plan for you.

How do I make the most of my income?

Having discretionary income is fantastic but making it work for you is the key. When we produce an NZFP Game Plan for you we are able to work through different scenarios as to where the surplus would be best applied. Following these strategies is the best way towards achieving the goals and objectives that you set out with.

How can I be smart with my money but at the same time use it for asset purchases or life experiences?

As you are able to start to save a more significant sum of money, you may develop the desire for it to work better for you, rather than merely being in the bank. However at the same time you will want to be able to access it in order to make those major purchases such as a car or house or life experiences such as an overseas trip. An NZFP Game Plan can help you with strategies around the investment of savings as well as advise you on investment strategies that have the potential to generate a decent return and match your access requirements.

Where to next

You can find more information on what a Getting Yourself Set Up Game Plan is, the Components of a Game Plan, or what types of Game Plans we provide on the right hand side. If you are ready to get going then using the details below find an office, find an adviser, or have us contact you.

The 'Getting Yourself Set Up' Game Plan

For many younger New Zealanders, retirement seems a long way off and saving for retirement is possibly the last thing on their mind. 'Getting Setup' means buying a car, owning a home, starting a family advancing your career or perhaps planning that big overseas experience.

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The NZFP Game Plan

Since New Zealand Financial Planning (NZFP) was formed some 25 years ago we have been able to help many New Zealanders create financial independence and manage their wealth, giving them the freedom to enjoy life. We achieve this through an NZFP Game Plan.

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The Components of an NZFP Game Plan

In order to construct a well-rounded and well thought out Financial Game Plan we explore a variety of areas that influence your ability to achieve your goals and objectives and ultimately your financial independence.

:: Find out more

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