Let me ask you a question…What does Financial Freedom mean to you, and what does it look like? You may have never thought of this question, and you are not alone…
Any decisions you are making now will impact your future! So what is your plan?
We all know that financial goals are important as they lead to achieving financial freedom, but in life financial goals are not always met.
Often, it is because we simply don’t stop and think about what we want our financial freedom to look like. Other times we don’t even know that Financial Freedom is a possibility.
As a qualified adviser with over 15 years of experience in the financial industry, I have realised that the best way to improve people’s financial situation and direction towards their financial freedom is by applying a personalised holistic approach.
That simply means working out a personalised financial freedom strategy using my expertise in investment funds, KiwiSaver, insurance protection and lending services to achieve successful results for my clients.
From my recent personal experience, I was convinced of how important it is to start thinking and planning a future from a young age by looking at a combination of these “building blocks”.
This approach often means shifting the mindset of how we view “Retirement” in the “Financial Freedom Strategy”.
You may be single in your 30s, 40s or 50s or have a partner and a family.
Every situation is different. One size does not fit all.
So I would like to help you develop, look after and grow your financial freedom strategy to achieve the best financial planning result for you in collaboration with the skilled team of senior financial advisors at The Advice Hub.
On a personal note, my five F’s in my life are faith, family/friends, finance, food and fitness.
I value spending quality time with people, having a laugh and helping others accomplish their goals.
I love the outdoors and adventures, most sports – particularly basketball, in which I have been coaching and mentoring youth for seven years.
Scroll down to learn more information about me and my services. Nothing can replace the human touch, so schedule a call with me to start your future today!
Let me ask you a question…What does Financial Freedom mean to you, and what does it look like? You may have never thought of this question, and you are not alone…
Any decisions you are making now will impact your future! So what is your plan?
We all know that financial goals are important as they lead to achieving financial freedom, but in life, financial goals are not always met.
Often, it is because we simply don’t stop and think about what we want our financial freedom to look like. Other times we don’t even know that Financial Freedom is a possibility.
As a qualified adviser with over 15 years of experience in the financial industry, I have realised that the best way to improve people’s financial situation and direction towards their financial freedom is by applying a personalised holistic approach.
That simply means working out a personalised financial freedom strategy using my expertise in investment funds, KiwiSaver, insurance protection and lending services to achieve successful results for my clients.
From my recent personal experience, I was convinced of how important it is to start thinking and planning a future from a young age by looking at a combination of these “building blocks”.
This approach often means shifting the mindset of how we view “Retirement” in the “Financial Freedom Strategy”.
You may be single in your 30s, 40s or 50s or have a partner and a family.
Every situation is different. One size does not fit all.
So I would like to help you develop, look after and grow your financial freedom strategy to achieve the best financial planning result for you in collaboration with the skilled team of senior financial advisors at The Advice Hub.
On a personal note, my five F’s in my life are faith, family/friends, finance, food and fitness.
I value spending quality time with people, having a laugh and helping others accomplish their goals.
I love the outdoors and adventures, most sports – particularly basketball, in which I have been coaching and mentoring youth for seven years.
Scroll down to learn more information about me and my services. Nothing can replace the human touch, so schedule a call with me to start your future today!
For some, retirement is a long way off, and some may be getting close to it. My job is to help you plan to retire with confidence. You decide what it looks like.
I can help you build a financial freedom strategy that prepares you for your future. The earlier in life you start, the more opportunities you have to succeed.
You must make sound strategic and well-researched investment decisions when there is so much uncertainty.
My goal is to help you build wealth through investment strategies that work based on years of experience in investments and in close collaboration with The Advice Hub’s experienced senior advisers.
KiwiSaver is the most important long-term investment Kiwis can make. With many providers on the market, it can be confusing to understand how to choose the right fund and provider for your goals.
KiwiSaver compliments the overall strategy for retirement with confidence. I will show you how to choose the provider that is just right for you.
I will detail the actual fees, performance returns, benefits, and other essentials to look at when comparing KiwiSaver products so you can be assured that your money is working for you.
Personal Insurance is essential to building the financial freedom strategy that protects you and your loved ones from the unpredictable.
With many insurance providers in the market, knowing that you have the right cover for your needs is essential.
So I will lay out all the options and how they may support your situation as part of your overall financial freedom strategy, resulting in a refined, personalised plan for you and your loved ones.
My holistic approach to wealth creation in lending is part and parcel of helping you achieve your financial goals.
I take a holistic view of your financial options regarding lending to achieve the set purpose.
Keep the best of your people with the best employee benefit plans and programmes on the market.
Looking after your staff’s health, futures and their families is now essential to retaining employees, to be competitive and adaptable in the new normal.
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Join me and the Co-founder of The Advice Hub and author of the book “Planning your Retirement” Dylan Mann at the Crate Albany on October 27th as we go over all your questions about retirement, we will take you through everything that everyday kiwis need to understand to ensure a successful and comfortable retirement.
Serious about starting your financial future now?
Please complete the online form before we meet. Detailed information means better advice.
FSP Number for Nik: FSP774513 | FSP Number for TAH: FSP568987
Rosedale, Auckland 0632, New Zealand
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