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              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 of 30 minutes 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.