Questions by Martin Hawes
So, you're serious about building wealth?
To state the obvious: having wealth is a good thing. It gives choices, allows you to do things and look after the people you love. There is no easy way to wealth; however there are some things that you can do which will give you the financial success that you want. The first thing is to set goals for your finances: having a goal for your “freedom figure” gives you the direction that you need.
Then we need to decide what vehicle you are going to use to create wealth: a business? property? income from work? investments? Working out what you need to live your life as you wish with financial freedom and then working out how to create that wealth is the first step for those who are serious about becoming wealthy.
Comprehensive Wealth Plan
Our classic service, opted for by most people, gives you direction for your future and ensures that all aspects of your finances are on the right track . The main purpose is that you will have a clear path forward, a goal for the future and a plan for achieving that goal. This involves an initial meeting with Martin (likely to take 3-4 hours), a written plan and at least three months help with the execution of the plan as required. This further help does not incur any additional charge and is usually done by way of meetings, or by phone or email. The initial meeting can be undertaken either at your place or you can visit Martin in Queenstown. Price $6700 +GST
Here is how it works:
Martin will visit you at your home (or you can come to Queenstown if you prefer). We will spend 2-3 hours looking at where you are at now, where you want to be at some point in the future and agreeing a plan to bridge the gap. As a part of this, Martin will consider and advise on all the main financial issues as appropriate: your goals, tax, investments, debt reduction, budgeting, insurances and wills.
Following this meeting, Martin will write a report which sets out the things discussed and actions you should take.
Martin is available for at least 3 months to help with further advice and execution of the plan as required. Although this further advice is contracted for 3 months, provided no major issues have arisen, Martin continues to support and give advice for a year. A year after the first meeting, Martin will write suggesting an annual check-up which may be done at another meeting or by phone.