services are tailored to you, your dreams, your goals and to your particular financial
position. They are to help you resolve your own issues and concerns and to help
you decide what your next step should be towards wealth and financial freedom.
A personal consultation with Martin is also very suitable for those who have recently
sold their business or cashed in their superannuation funds and who have started
to ease back into some kind of retirement. This is a time when you are going to
be completely dependent on your investments for your income and a time when you
have to be very sure that you have the right investment strategy.
Financial Advisory Services
note that we do not sell investments or accept commissions from investment
houses. Our only payment is the fee that is agreed with clients.
is completely independent from financial and investment providers and will give
an unbiased opinion.
works throughout NZ and can meet with you wherever you live. Alternatively,
you may wish to come to Queenstown to meet.
We can help with:
- Deciding what your next step should be
a plan for your future
of particular financial concerns and issues
on hand to help you through any difficulties that you may encounter
of areas where you can make and save money
in the gaps in your financial skills and knowledge
a key part of your network – someone who knows what’s going on in
the world of finance and money, investments, business, family trusts, tax, mortgages,
property investment and ownership structures
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
Price $4700 +GST
is how it works:
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.
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.
This service is aimed
at clients we have already worked with. Martin will review your current situation
and asset allocation in the light of current circumstances and make recommendations
for any necessary adjustments.
Price $1750 +GST
A service for farmers
and others with significant assets. We will have an initial meeting with you and
usually a second meeting (the second meeting being a family conference).
After that meeting we will write a succession plan for your family and assist
with the execution of that plan.
Price $5700 +GST
Other arrangements can be made to suit.
To book a personal appointment contact:
22 22 737
- Financial advice should be independent and unbiased.
should be by a transparent fee, not a commission for sales.
should understand the advice they are being given and the reasons for it.
purpose of financial advice is to give people the lives that they want.
investment strategy should be customised to your particular situation and goals.