Our Difference - Accelerate
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Our Difference

We started with you top of mind, nothing has changed.

We started Accelerate in 2010 for the best of reasons; a genuine desire to provide bespoke solutions for each client, tailored to their own circumstances. We understand that people are all on different financial pathways and we want to help them achieve their goals faster by delivering  qualified advice and support.

We want to get you “Financially Fit”.

Many people treat their finances like they would their fitness. They would like to spend more time working on it and they often feel good when they set goals and achieve them. However, a lot of us are held back by a lack of ease of accessibility, not getting the right information and support and not being given the confidence to set and achieve goals.

 

At Accelerate we believe financial health is important.  Our goal at Accelerate is to take down the barriers and help get you and your family “Financially Fit” and maybe even healthier along the way. We do this by delivering in 4 core areas.

1

Be accessible

Clients would often complain that advisers were hard to get hold of as they were often at meetings or away, and their support staff didn’t have sufficient knowledge to help. So we make sure that any one of our team can help with your query or need.

2

Give people confidence

It’s normal to feel anxious about making the right financial and life decisions, whether that’s taking on debt, buying a business or planning a family.

Often in theses situations, the industry is quick to highlight the weaknesses and risks in clients’ financial situation, leaving them feeling more anxious after talking to a Financial Adviser. That’s wrong.

We think clients should feel better not worse about themselves having involved us. We can help them take a snapshot of their situation, help them undertstand their net worth, let them chat comfortably about their goals and offer manageable recommendations to help them reach those goals.

3

Knowledgeable advice from experience

Clients want to have a like-minded person to talk about their business, how to protect themselves and grow their wealth. Someone who understands the complexities of business and family and has sufficient life experience to offer good advice.

We offer that experience, we understand the challenges of small business ownership and the demands of young families, and we can offer objective, clear, long term planning advice for your future.

4

Reduce their “to do” list

Clients have busy lives and often the last thing they want is to have to review their insurance, business risk, or their investments; it can seem like just another hassle, even though they know it may be necessary.

So we proactively help clients, so where they are making a major purchase, (house or business) changing banks, even buying a new car we will own the process of dealing with the insurers, determining the cover, setting up the payments and generally taking care of business in a front-foot way.

And if you forget to tell us, no problem, we will be constantly communicating and annually reviewing policies to make sure we don’t miss anything.

Client Managers

julie_anne

Julie-Anne Labroy

 

Phone: 09 524 0454
Email: [email protected]

Samantha Kunsakorn

 

Phone: 09 930 9431
Email: [email protected]

Lana Sluy

Lana Sluys

 

Phone: 09 281 5791

Email: [email protected]eme.co.nz

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