Any good financial strategy must have a goal in mind. Otherwise how can you define financial success?
Finance, Health, Insurance, Investments, KiwiSaver, Superannuation, Wealth Creation
Case Study 3 – Do you have your ducks in a row?
He was the primary income earner in his family as his wife had retired, their children ranged from young adults to 2 still attending secondary school
All, Finance, Health, Insurance, Investments, KiwiSaver, Pension, Superannuation, Wealth Creation
Case Study 2 – The 57 Year Old Family Man
Dr Bill has worked hard over 25 years in practice, is a little weary and adamant that he will as least reduce his hours in the near future.
Finance, Health, Insurance, Investments, Superannuation, Wealth Creation
Case Study 1 – The 35 Year old Doctor
For this young lady, her focus in an otherwise very busy life, is organising her finances to meet her objectives in as simple manner as possible.
Finance, Investments, KiwiSaver, Superannuation, Wealth Creation
Bank Of Mum And Dad – What are you talking about?
What is the intention of BOMAD – is it a loan or a gift?
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.
All, Finance, Health, Insurance, Investments, KiwiSaver, Pension, Software Analysis, Superannuation, Wealth Creation
Why Use The MFAS Team?
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.
Read the full document in the 3D Flipbook on this page. Or you can download the pdf for you to print and view at your leisure.
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.
There were two Radiologists, one GP, and 2 UK professors (one GP and the other O&G).
Finance, Insurance, Investments, KiwiSaver, Pension, Superannuation, Wealth Creation
Financial Success
Financial success looks very different for us all, but perhaps one priority we are all striving towards is to live life without feeling stressed about our financial affairs.