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.
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.
We’ll help you put plans in place to protect the wealth and lifestyle you’ve worked so hard to create.
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.
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 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.
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.
‘Accelerate has looked after our family insurance needs since 1997. It is no exaggeration to state that throughout this time they have always put our needs first, and ensure our premiums are relevant, current and competitive. At no time have they advised us to purchase a product we neither needed nor could afford.”
As ‘empty nesters’ heading toward retirement, we’re spending more time on the golf course and travelling. The Accelerate team have the right mixture of experience and knowledge to advice wisely on investment strategy to ensure we keep building wealth so we can enjoy the future. Thanks team.
Accelerate have been a great business partner as they understand the challenges of running a business. They are always accessible and pro-actively review my insurance needs allowing me to take that job off my “to do list”. I would highly recommend Scott and the Accelerate team. Chris Wilson, Best Property Services
We have always found Jared at Accelerate to be very honest and impartial with his advice and guidance. He has given us excellent service and has made us incredible savings over the many years we have used him. We wouldn’t hesitate to recommend Jared and Accelerate to anyone in need of sound financial advice.