Wealth Protection - Accelerate
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Wealth Protection

Safeguarding what you’ve worked so hard for

You’ve worked hard, spent a lot of time (and maybe a few sleepless nights) working to increase your wealth and give your family the lifestyle you’d like them to enjoy. Protecting what you’ve built with wise choices makes a lot of sense. While protecting your wealth may not be as exciting as building it, it is just as important, if not more.

 

We will work with you to understand your current financial situation. Once we have understood where you are and where you are going, we can look at long term plans to protect your household cashflow and ensure that your family’s future is protected. We work with all the major insurers and can tailor a plan that will give you long term certainty and affordability.

CASHFLOW

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.

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ASSET PROTECTION

Whether you are protecting your house or your investments, the boat or 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.

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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.

ACC/INCOME PROTECTION

What happens if you become ill, or have an accident and can’t work for an extended period? You’ll want to ensure a steady source of income to allow you to pay your bills and provide continued household and/or business income. We can advise on all income cover areas from ACC, Mortgage Repayment, Income Protection and Key Person cover. We’ll put together the right package for your situation.

MORTGAGES

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!

LIFE INSURANCE

Life Insurance can be a mine field. There are so many providers and products out there not to mention the conflicting opinions on what the right cover mix is. We understand that everybody is different, and we are all on our own financial pathways. We will take the time to understand your situation, work with you to put in place a plan that you can understand and that will offer long term certainty. For us the relationship doesn’t end when a Life product is put in place, this is where the relationship starts.

Meet Accelerate

Client Managers

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Julie-Anne Labroy

 

Phone: 09 524 0454
Email: [email protected]

Samantha Kunsakorn

 

Phone: 09 930 9431
Email: [email protected]

Lana Sluy

Lana Sluy

 

Phone: 09 281 5791

Email: [email protected]

Associate Advisers

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Yasuhiro Takahashi

 

Phone: 09 578 0792
Mobile: 021 968 968
Email: [email protected]

Stephen Goodman

 

Phone: 09 280 9917
Mobile: 021 968 968
Email: [email protected]

Want more

INFORMATION?

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