Who Are You?


The agriculture sector in New Zealand has long been the backbone of the country. It provides the largest export revenue for a tradable commodity and has put New Zealand on the international stage for quality products and knowledge and expertise second to none.

Tradition in the past saw farms getting passed from one generation to the next for nominal value however in the recent years this hasn't been the case for a number of reasons.

Common questions farmers ask us

How do I pass the farm on to the next generation and fund my lifestyle

The overriding need here is to extract the equity that exists in the farm to fund your retirement but at the same time ensuring that the next generation own the farm. By starting this early enough we are able to put in place strategies that helps the next generation purchase the farm thus helping you to release the equity as required.

How do I exit the farm and move into retirement?

Hopefully you would have worked with NZFP prior to this stage in life and we would have been helping you prepare and understand how this works. If you haven't then NZFP is able to help you understand firstly what the investment capital you have saved will allow you to do and secondly what the mechanics are when moving from work-generated income income to being self-sufficient or using you capital to live.

How do I purchase this farm?

Like the purchase of a business or any major asset, the earlier you can think about this the better. We are able to take this goal and put in place a game plan that shows you how this can be done easily and effectively.

How do I reduce my reliance on the farm and create an investment fund outside of the farm?

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 will help you in achieving the goals and objectives you set out with.

Where to next

You can find more information about what a NZFP Game Plan is, the types of Game Plan we provide and what is in an NZFP Game Plan 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 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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What types of Game Plans are available?

There are a number of Game Plans available to suit your life stage. Click on one of the examples below to see what they are about.

:: Getting Yourself Set Up
:: Becoming Financially Independent
:: Self-Sufficiency in Retirement
:: Business Owners Game Plan
:: Investment Plan for Trusts

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.

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