Planning your ideal lifestyle?

AdviceFirst can help you plan your financial future ensuring you have money to live the way you want to – both during your working life and in retirement.

• Financial planning – There’s no time like the present to get financially sorted. AdviceFirst will match you with a Certified Financial Planner to help you manage your finances and get you where you want to be in the future.

• Investing – We can sort out a tailored investment portfolio with options that offer attractive returns, minimise tax and preserve your capital. We’ll save you the paperwork and hassles of managing a portfolio by doing it for you – leaving you to focus on life.

• Retirement – We’ll help you start saving for your retirement. Together we’ll set financial goals and organise the best superannuation scheme for you. If you have a UK pension as a souvenir from your OE, we can transfer this to a New Zealand account for you.

• Future proofing – AdviceFirst can help you future proof your finances including reviewing options for medical cover (looking at what you may need in the future) and home equity release (freeing up cash for your retirement). We can even set up an Education Fund for your children or grandchildren.

Talk to us to find out more