Who Are You?
You have now started a career and are enjoying having a decent income and some luxuries after years living as a student. As a result of your higher income you may also be able to start saving money and have a healthy bank balance.
About now is the time where you might want to start thinking about making the money you are saving start working for you, protecting what you already have or begin buying major assets such as a house.
Common questions young professional ask us
How do I protect myself now I am making serious money?
There are a number of options in order to do this depending on the area of life you are wishing to protect. Insurance will help protect you against loss of items (including health and income) that are important to you and trusts will protect assets you may be accumulating. An NZFP Game Plan will help you put in place the necessary structures to protect those things you value.
Where do I get smart advice from?
Smart advice is about understanding the situation entirely, putting together various options to solve the problems and being able to select an option that you are most comfortable with. This is exactly the process that we take you through in developing an NZFP Game Plan for you.
Can you help me get on the right track?
No matter whether you want an NZFP Game Plan to help you save so you can accumulate assets and experiences, or you want to take a structured approach to saving for retirement, the game plan will put you on the right track. By working with us we can ensure that your goals and objectives are taken into account and a pathway is laid out for you.
How can I be smart with my money but at the same time use it for asset purchases or life experiences?
As you are able to start to save a more significant sum of money, you may develop the desire for it to work better for you, rather than merely being in the bank. However at the same time you will want to be able to access it in order to make those major purchases such as a car or house or life experiences such as an overseas trip. An NZFP Game Plan can help you with strategies around the investment of savings as well as advise you on investment strategies that have the potential to generate a decent return and match your access requirements.
Where to next
You can find more information on what a NZFP Game Plan is, what is in an NZFP Game Plan or what types of Game Plans we provide on the right hand side. If you are ready to get going then using the details below find an office, find an adviser, or have us contact you.
The NZFP Game Plan
Since New Zealand Financial Planning (NZFP) was formed some 25 years ago we have been able to help many New Zealanders create financial independence and manage their wealth, giving them the freedom to enjoy life. We achieve this through an NZFP Game Plan.
The Components of an NZFP Game Plan
In order to construct a well-rounded and well thought out Financial Game Plan we explore a variety of areas that influence your ability to achieve your goals and objectives and ultimately your financial independence.
What types of Game Plans are available?
There are a number of Game Plans available to suit your life stage. Click on one of the examples below to see what they are about.