- Assisting clients with Kiwisaver fund choices.
- Assisting clients with Retirement Income Planning with a focus on the whole picture.
- Providing advice on Personal Investments.
- Over 25 years experience in the financial services industry.
- Working with high net worth individuals.
- Savings toward retirement and then enjoying your later years.
I have been helping people plan for their financial futures since 1992. In the early days I worked along side my father who already had over 20 years experience in this industry.
You learn a lot over that time. Probably the best lesson I can pass on is if you want to be a successful investor never have to many eggs in one basket- spread them around and diversify. Sure a few people have done very well not following this rule but to me proper asset allocation is vital to increasing your chances of achieving long term goals and reducing risk.
Being trusted as a financial adviser is not something I take lightly. I value the relationships I have with all of my clients and see this more as a partnership. As a partner my role is to listen and provide common sense solutions where possible.
Financial Planning should not be complicated. To me when you break it all down a good financial adviser will add value by helping a client in two ways.
One- We help clients plan to ensure they never run out of money while enjoying the lifestyle they want.
Two- If something goes wrong before being financially independent then there is a back up plan to ensure that they, and those they care about, can carry on life with dignity.
Most of us only have one life to live, so we want to figure out exactly what it is that makes you tick. Once we know what is really important to you we can then help you plan for a better financial future.
My Three Golden Rules
- Keep things simple.
- Do what I say I will do.
- Stuart Chapman