Your team of financial experts can get you into that corner office
What do you want? Let’s do that.
How’s business? If you’re feeling a bit like you’re treading water (or just working in a really stressful, underpaid job) let’s do something about that. With a plan from your team of financial experts, you’ll be on the fast track to achieving your business dreams – whether that’s massive growth, or a lot more free time.
We get together the best minds in mortgages, insurance, KiwiSaver and investments to work up a cohesive strategy. They’ll work out what you’re doing now, what you want your business to be, and – crucially – how to do it. It means when you get down to business, you know it’s one you actually want to run.
Here’s how it works
Step one: The Check-Up
You’ll sit down with one of our financial strategists to go over the aspirations you have for your business – and your life. While we’re at it, we’ll also take a look at where you are financially. You’ll come away with a free Financial Health Check and an idea of our process, so you can decide if you want to take things further.
Step two: Discovery
Like to keep going? Awesome. Your financial strategist will collect some more details from you, do some research, then go in-depth on your current financial position, what you’re doing at the moment and where you want to end up. With this thorough understanding, we then assemble your team of experts to start constructing your strategy.
Step 3: Get around the table
There’s no one-plan-fits-all, only one-plan-fits-your-business. We get your team of financial experts around the table to collaborate, debate and strategise the best way forward – a plan that minimises risk, maximises growth and keeps things fun along the way.
Step 4: The game plan
We’ll need you back at this point, to take you through our thinking, show you where your business could go and get your feedback, so we can tweak things before we kick off.
Step 5: Implementation
Now plans turn to action: together, we’ll start implementing your plan. But don’t worry – we’ll do the heavy lifting, prepare the paperwork and make it as simple and straightforward as possible, so you can just focus on the BAU.
Step 6: Checking in
After you’ve got your to-dos (and maybe some to-don’ts), we’ll be there along the way to help you tick them off. We help coordinate, implement and manage everything, then we’ll check in regularly – that way when your business evolves or changes, so does its financial plan.
A team of experts
Your strategy is crafted by your team of Become financial specialists, who sit in a room and think about your business. No daisy chains of emails, or multiple advisers who end up working against each other. They’re specialists who actually work together – revolutionary, right?
Advice you can trust
Let’s get this straight: we’re not here to sell you stuff. Our focus is getting your business set up to smash goals, so we’ll only recommend products and services we think it really needs.
Keeping things simple
Financial planning isn’t actually as complicated as it seems. Your team of Become financial experts keeps things super simple, by using no-jargon, plain English and by only looking at big-picture stuff. We’re not going to ask about your travel per diems, or lecture you on your flat-white habit.
Products and services we offer