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]
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.
COVID-19 has had a dramatic effect on all our lives and a significant human cost. This negative bias certainly applied to investment markets where world and New Zealand sharemarkets fell by about 34 % in value between 20 February and 23 March.
Healthcare Professionals are our clients, and over the years we have got to know your issues well. Primarily health professionals are inevitably time poor so we seek to provide robust financial strategies that are simple and effective and then report, measure and monitor your position to ensure you remain on track.