I believe in helping people create the retirement they are dreaming about and taking a personal approach. Everyone’s ideal retirement is different, which is why I tailor your retirement pathway to suit you!
Talking about finances often falls into the “too hard” basket, so I’m here to make those conversations easy. There are no dumb questions. Together we can sit down and look at creating the best possible outcome for you
Who I’m able to help
Young Families - Enrolling your child (or yourself) in a KiwiSaver scheme doesn’t cost anything. I can walk you and your family through your options and how to best support your family and their future!
UK pension transfer - Have you worked in Great Britain? Have you considered the impacts of leaving or bringing your UK pension back to New Zealand?
Australian super transfer - Have you worked in Australia? Have you considered the impacts of leaving or bringing your Australian Super back to New Zealand.
Savvy Professionals - As a professional, KiwiSaver offers you a number of great benefits, such as: an annual Government contribution of 25 cents for every dollar you contribute, up to a maximum of $260.72 per year (if eligible)!
Employers - As an employer, I can help you by providing free financial advice to your staff, setting up a $100,000 accidental death cover for staff (t&c’s apply), and making sure your staff are not losing out by being stuck in a default fund!
Are you making the most of your KiwiSaver? Book a no obligation chat today.
