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 2-3 hours), a written plan and a further one hour follow up where we can discuss any questions you have regarding your plan. 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 face to face by visiting Martin in Christchurch, or by using Skype or similar method of contact.
Price $3,200 +GST
This price includes:
- Your initial meeting
- A letter of advice to you
- 1 hour of follow up support
Any time beyond this will be invoiced at $275 per hour plus GST.
Here is how it works:
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 will continue to be available for a further one hour of support at no extra charge where you can discuss any questions you have regarding your plan.
Other arrangements can be made to suit.
To book a personal appointment contact:
- Remuneration should be by a transparent fee, not a commission for sales.
- People should understand the advice they are being given and the reasons for it.
- The purpose of financial advice is to give people the lives that they want.
- An investment strategy should be customised to your particular situation and goals.