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                    Peak Financial Planning

Comprehensive financial planning is a 6 step process including: 
  1. Establishing the client relationship
  2. Gathering data
  3. Analysis and evaluation
  4. Recommendation and presentation
  5. Implementation
  6. Monitoring and review
 
Clients may require advice in all or any of the following areas:
  • Cash flow and debt
  • Investments
  • Retirement planning and/or KiwiSaver
  • Personal insurance (we refer these needs to specialist risk advisers)
  • Estate and tax planning (we refer these needs to legal or accounting specialists)
You may want advice on one or all of these areas.  We offer a no obligation free initial consultation to discuss your needs and match them with our Scope of Services.  You may decide that you want a detailed financial strategy, or recommendations in just one area.  Once the financial strategy has been presented, we ensure that the recommendations are put in place.  We also set a review date to check on progress.

Free
follow up after first review:
  • Regular contact by email or phone as required to check on progress
  • Invitations to client seminars 
   
Cost:
First hour free.  Hourly rate thereafter $100 (plus GST) or as agreed.  We will agree on the cost before we start any work for you.