by ensuring my family is financially secure.
Enjoying the moment and building for the future.
Life with a young family is great; funny, on the go, sometimes chaotic. We know, we have young families too. We also know it’s a constant balancing act; putting in the effort to be successful at work and providing well for the kids, but also spending precious time with them – being present, and not just for the important moments.
We can help. Together we can work out a clear plan for a financial way forward. That might include paying down debt, protecting your cashflow, setting up your KiwiSaver to suit your profile, and looking at investment options that suit your life and your goals. You can provide the best now, while still building wealth for the future.
Why Accelerate?
We’re financial planning and insurance experts who understand your situation; we have young families too. We’ll map out a plan with you, keep it simple and jargon free, do all the “heavy lifting’, (so it’s a stress free as possible), and set you on planned route to on-going prosperity. Once you have a definitive plan, you’ll be amazed at how much confidence you’ll have in the future – you might rest a little easier too.
Let’s get started.
SERVICES
Living now and planning for the future
We enjoy helping young families on the road to prosperity. Here’s some of the expertise we can offer.
If you spend all your monthly income on living costs, what happens if for some reason your income stops or is reduced? We can help you plan for this. What about spare cash each month? We’ll offer some great investment advice.
Cashflow
We’ll help you put plans in place to protect the wealth and lifestyle you’ve worked so hard to create.
Wealth Protection
Whether you are protecting houses or investments, or the boat and your electric bike, we can insure your assets. Or perhaps you are renovating, or starting a business, we can help with the right advice and cover.
Asset Protection
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.
Investment Advice
Sadly most of us get sick or injured at some stage in life, and for elective surgery having health insurance can ensure the best care in the fastest time possible. We can help you get back to enjoying life, quickly
Health
We work closely with top mortgage advisers who can offer true support in making sure that you have a mortgage plan that is tailored to suit your circumstances. You’ll be happy to talk about it with friends at your next BBQ!
Mortgages
Advice
Asset Protection
Whether you are protecting houses, investments, the boat, renovating, or starting a business, we can help with the right advice and cover.
Wealth Protection
We’ll help you put plans in place to protect the wealth and lifestyle you’ve worked so hard to create.
Building Wealth
Whatever your life stage and needs, we can help you build wealth for a better future.Meet Accelerate
Advisers
Jared Fenwick
Phone: 09 524 0448
Mobile: 021 487 371
Email: [email protected]
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Dave Thomas
Phone: 09 524 0447
Mobile: 027 668 4503
Email: [email protected]
Book a meeting
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Client Managers
Associate Advisers
Steve Goodmon
Phone: 09 280 9917
Mobile: 021 936 368
Email: [email protected]
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Yasuhiro Takahashi
Phone: 09 578 0792
Mobile: 021 968 968
Email: [email protected]
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Secondary Disclosure Statement
‘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.
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.
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
