Life Income Protection Insurance Adviser Christchurch | Become

Because a goal without a plan is just a wish

Having dreams in life is great, but without a map to guide you it’s easy to get lost. You may think you have a plan, some advice here, some advice there, but is your plan all working off the same playbook? Does your mortgage adviser talk to your accountant? Do you discuss investment
strategies with your insurance advisor? The truth is, if that isn’t happening your plan isn’t truly built around you, and you’re missing out.

Luckily though our business is designed to solve this for you. We’ve pulled together a team of
experts in every field who will work together to develop a financial plan just for you. A plan that
helps you achieve those dreams, but also ensures you can still live the life you want now.

Here’s how our Financial Planning works

  1. Step one: The Check Up

    You’ll meet up with one of our Financial Strategists who will sit down and discuss your dreams and aspirations, while also taking a look at your financial situation at the moment. At the end of this you’ll be given a Free Financial Health Check, and then we’ll discuss with you how our process works, and you can decide if it sounds like a goer.

  2. Step two: Discovery

    If you decide you’d like to continue, we’ll get down to business. Your Financial Strategist will collect some more information from you and start completing research prior to having a more in depth conversation about your current financial position, your goals for the future and the current approach to getting there. At this point we will have a thorough understanding of your position, and be able to assemble your team of experts to start constructing your plan. 

  3. Step 3: Get around the table

    Your team of financial experts (financial planners, accountants, mortgage, insurance and property specialists) get together and discuss your goals and go over your financial position.. We collaborate, debate and determine the best way to take you from where you are to where you want to be all while minimising risk, maximising growth and ensuring you have fun along the way.

  4. Step 4: The game plan

    This is the point at which we’ll come back and present to you your plan. We’ll go over the strategy, show you where we expect you to end up, and seek your feedback. This is where we have the chance to tweek and alter things before we get into the implementation.

  5. Step 5: Implementation

    Now strategy meets execution and together we get to work making implementing your plan. We’ll do the heavy lifting, prepare the paper work and make it is simple and straight forward as possible for you. 

  6. Step 6: Checking-in

    Like any good coach or mentor, we don’t just disappear, we’ll continue to review and manage your situation, constantly ensuring your plan is working as well as it can for you. Things change fast in life and we will keep on top of both with regular reviews and adjustments. We don’t view this as a short run thing, we’re in it for the long haul, so you can expect us to stick around and see it through.

Do you just want to talk to someone now?

Meet the team