NZMA FS Roadshow.

Recently, we were delighted to announce the launch of NZMA Financial Services. If you missed our introduction to this exciting new venture, you can learn more about it here. We will be travelling across the country throughout March and April to a number of destinations, hosting meet and greets with our clients, prospective health professionals… [Read more]

Financial planning for the ages.

It is likely there will be many times through your lives that good financial advice will be useful. In over 20 years assisting health professionals, we have seen many different profiles that keep us on our toes, and these are often age related. For our contribution to the first 2021 NZMJ Digest, it may be… [Read more]

Software Analysis, Retirement Income

Hamish McPhail presents a practical example of how we can project our client’s retirement income position using illustrative financial planning software and help bring clarity to our clients position so they can make informed decisions throughout their retirement horizon.