Accelerate | Building Protection
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Building Wealth

Whatever wealth means to you – we can help you build it.

Building wealth means different things to different people and depends on your stage in life. For some, building wealth is having sufficient funds to go down to one income when their first child comes along, or being able to purchase a first home. For others, it is the ability to start a business, or enjoy a comfortable retirement.

 

Whatever building wealth means to you, we want to hear your plans and help you achieve them. We’re Authorised Financial Advisers, so can advise on a range of areas from retirement planning and KiwiSaver to business succession planning.

KIWISAVER

The KiwiSaver scheme and fund that’s right for you will depend on a range of factors; your ‘risk appetite’, and how close you are to retirement, for example. We can advise on KiwiSaver scheme providers and funds that will suit your life stage and circumstances.

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WEALTH PROTECTION

We’ll help you put plans in place to protect the wealth and lifestyle you’ve worked so hard to create.

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INVESTMENT ADVICE

When you’re preparing for retirement you’ll need expert advice to help you find the best investment plan to suit your lifestyle, budget and retirement goals. We can help.

SUCCESSION PLANNING

Who will succeed you when you retire, or if you have to leave your business suddenly? Is it time to identify and develop a new leader for your business? Proper succession planning requires sound preparation in order to ensure a smooth transition. Experience is key, and we’ll help you through the process.

INVESTMENT PROPERTIES

Investment properties can be great for passive income, but insuring them well is important. We can advise you on ways to determine asset values and ensure you are covered for the various associated landlord liabilities, so your revenue is not interrupted by unforeseen events.

ESTATE PLANNING

Having an up to date Will in place ensures that in the event of the unexpected your wishes will be carried out. We are happy to refer you on to Will and Trust Specialists.

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INFORMATION?

We are here to give you the ability to achieve your financial goals.