Peak Financial Planning
Comprehensive financial planning is a 6 step process including:
- Establishing the client relationship
- Gathering data
- Analysis and evaluation
- Recommendation and presentation
- Implementation
- 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.