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Who would benefit?

An optimiser course is personalised to you

1. Goals & Objectives

Know where you’re heading

2. Current Position

Where you’re starting from, are you on track?

3. Money Management

Getting your budget to work for you

4. Estate Planning

Ownership structures, wills, ensuring your hard work benefits those you love

5. Retirement Planning

Financial independence, investing, putting your money to work

6. Risk Management

Adverse circumstances happen, planning to minimise/limit the damage when it does.

Optimiser Creator Coach

Stephen Wescombe is an Authorised Financial Adviser with a diploma in Personal Financial Planning. He is a Certified Financial Planner and has been practising in Canterbury for the past 12 years.

In 2009, Stephen started the Ark Financial Group. Ark has grown to a firm of 4 advisers and 3 administration staff trading under this name, serving several thousand clients in NZ.

Stephen <br/>Wescombe
Stephen
Wescombe

Authorised
Financial
Adviser NZ

Your Financial Future
Your Business
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