Any good financial strategy must have a goal in mind. Otherwise how can you define financial success?
Sue Stewart presents a practical example of how we can project our client’s possible wealth accumulation position using illustrative financial planning software and what decisions they can make along the way here.
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.
NZ is great at being Socially Responsible. Our team of 5 million has proven this with our compliance to government directives in respect of Covid-19 and community lockdowns, both initially and now in version 2.0.