Peak Financial Check Up
You may want advice in any of the following areas without making any new investments or changing your existing financial arrangements.
- Cash flow and debt
- Investment suitability & performance
- Retirement planning and/or KiwiSaver
- Inheritances or windfalls
- Personal insurance (we refer these needs to specialist risk advisers)
- Estate and tax planning (we refer these needs to legal or accounting specialists)
We offer a no obligation free initial consultation up to one hour for you to discuss your issues and our ability to assist, matching them with our Scope of Services. Hourly rate $100 (plus GST) or part thereof if you wish to proceed further. You may want recommendations or advice in writing or verbal discussions only.