Why do you do, what you do?
It’s all about meeting people, sharing their dreams, and making them happen. It’s a rewarding process.
Why is financial planning important?
It may require people not have instantaneous gratification by buying things when they want to, but instead planning ahead for it to happen. By constantly contributing towards a long term investment which allows for compounding interest over time – clients can reap the benefits.
Personal example of benefits of financial planning
Why should potential clients come to you for advice?
As one of only 20 people in New Zealand with both CLU (Chartered Life Underwriter) and CFP (Certified Financial Planner) qualifications, and a MA in Business Administration, I have the foundation of knowledge to offer quality advice.
I genuinely care about my clients, and maintain a close on-going relationship with them, regularly reviewing progress and working with them over time to ensure their goals can be met.