Who Are You?

Health Professionals

Whether you are a junior doctor, a registrar, a specialist or own your own practice, New Zealand Financial Planning is able to design a plan to help you achieve your goals and objectives. NZFP's advisers have developed a good level of knowledge about the medical industry through dealings with numerous health professionals over the years. We are able to work with you to develop an NZFP Game Plan tailored specifically to your needs.

Common questions from health professionals

How do I best structure the ownership of my assets?

There are a number of options when it comes to exploring the best structure for the ownership of assets. Among other options, the use of trusts are common in order to protect and structure asset ownership, however they do come with some pitfalls. NZFP will work with you to help determine the best solution for your personal needs.

How do I make the most of my surplus 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 determine where the surplus would be best applied. Following these strategies will help you in achieving your goals and objectives.

What is the smartest way to manage my financial affairs given my busy schedule?

As a health professional you are well aware of the power of using specialists in particular fields. Working with a financial planner is no different. By putting a game plan in place you are able to easily follow the strategies within that and NZFP can help to monitor and keep you on track to achieving your goals and objectives.

I am unsure about how to go from an income to living off my capital I have saved?

Hopefully you would have worked with an NZFP adviser prior to this stage in life to prepare a Game Plan for this. If you haven't then NZFP is able to help you make the most of the capital you have accumulated and understand the mechanics of transitioning from work-generated income to regular withdrawals from your investment capital base.

Where to next

You can find more information on what a NZFP Game Plan is, what is in an NZFP 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 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.

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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

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