Chané Berghorst


Financial Adviser


B.BUS, AFA


M: 021 131 2688 |

Specialties

  • Making sure your investments and KiwiSaver work for you.
  • Selling or downsizing your property, or selling your business.
  • Advice to select an investment that you understand and are comfortable with.
  • Investment solutions to build wealth or provide an ongoing income.
  • Strategies to mitigate your risks, and protect what you have built so far.

Who am I?

I am an Authorised Financial Adviser, and work with families and individuals to make smart money decisions. I believe that everyone needs a trusted person to help guide them on their financial journey.

What am I passionate about?

I am passionate about helping my clients set some goals and achieve them! Working with me can not only make it easier, but exciting too. Planning and investing doesn’t have to be painful- I work with both experienced and inexperienced investors to make sure you understand and are comfortable with the strategies we put in place, and get you excited and on track to achieve the lifestyle you want, worry free!

My 4 golden rules

  • The best investment you can make is in a good financial adviser.
  • You can have anything you what but not everything you want, so be honest about what is important for you to achieve.
  • Its not always about getting the best returns- its about ensuring your money can help you live your best life.
  • The more financially secure you are, the less insurances you require.

What do I specialize in?

To select the best investment vehicle to suit your journey and retirement strategies.
From selling or downsizing property, selling your business, inheritances/gifts and how these fit into funding your retirement and other goals.
Employer/group ‘financial wellness’ seminars and working with employees to be financially free.
To protect your family, and maintain the assets that you have built so far.
Last year I sold my family home and was looking for some advice to help me move into the next phase of my life. As I was a complete novice with understanding investing for my future a friend suggested I speak with Chané at Lifetime. From Day One she made me feel extremely comfortable, was always happy to go through details more than once so that I understood fully and has come up with a plan that I feel confident about. She has been available at short notice for me to call and discuss things that arise and particularly to understand the reporting of my investments. All requests have been dealt with very quickly and followed up with a confirmation email. I feel very secure in the decisions I have made with Chané knowing they will enable me to live a comfortable life in retirement.
- Client

Get In Touch

Contact Chané on 021 131 2688  |  chane.berghorst@lifetime.co.nz or alternatively send us an online enquiry below.

Setting clear money goals as a couple can pay real ‘dividends’ for both your bank account and relationship. Lifetime financial adviser Chané Berghorst explains what you need to consider when drawing up a shared plan.