These 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.
Please note that we do not sell investments or accept commissions from investment houses. Our only payment is the fee that is agreed with clients.
We can help with:
- Deciding what your next step should be
- Setting a plan for your future
- Resolution of particular financial concerns and issues
- Someone on hand to help you through any difficulties that you may encounter
- Identification of areas where you can make and save money
- Filling in the gaps in your financial skills and knowledge
- Providing 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
- Family Trust planning for farmers and others with significant assets
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 six 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 face to face by visiting Martin in Queenstown, 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 $385 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 continues to be available for 6 months to help with further advice and execution of the plan as required.
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.