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Optimiser Programme

Optimiser Programme

The Optimiser is a Financial Coaching Programme, educating clients on their financial goals and providing expert financial advice to optimise their financial outcomes.

Retirement Planning

A retirement plan will ensure you have the savings in place for when you retire. Don’t leave it to chance. We’ll help you assess what you need and how to get there.

Retirement Planning
Investments

Investments

Knowing where to invest your money in today’s environment can be tricky and overwhelming.  With access to a wide range of investment options our qualified team can assist you on what investment strategy is best for you based on your goals, risk tolerance and financial objectives.

Kiwisaver

If you are wanting knowledgeable advice on which KiwiSaver is best for you, our experienced team will provide you with sound financial advice based on thorough research and  expertise.

Kiwisaver
Neil and Jen Stewart
We have just finished doing a review of our insurances and completed the Optimiser Programme with Stephen. We are very grateful for all the time spent together going over our personal finances to give us an overview of where we are at present and how we can live comfortably now and in retirement. Stephen provided a simple, clear pathway and inspired us to work towards a better financial future. He was backed by an efficient, friendly and communicative team. "
You & Your Family
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