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Sound Financial Advice

With the right advice, planning for financial growth and security can be a lot easier. We’ll take the time to listen to your needs and help you design a personalised financial plan that suits your lifestyle and income.

Your personal financial plan can cover:

• Day-to-day money management;
• Growing your wealth through savings and investment;
• Protecting your assets – home, contents, car, boat, farm and business;
• Protecting your life and lifestyle through life, crisis cover and income protection insurance;
• Commercial, rural or home loans;

Everyone has different financial needs. We'll put together a financial plan specifically for you. There is no one solution – it will depend on your situation and personal views about certain issues.

Once your plan is in place we will provide ongoing advice and regular reviews to help you stay on target to achieve your financial goals.

When dealing with a professional, you want to be confident in that person's ability to provide you with sound advice.

Our qualified Advisers have all completed AMP’s comprehensive training and development programme and obtained an AMP Practicing Certificate.

The AMP Practising Certificate is maintained each year by the completion of study modules. This ensures we are assessed competent to give the best advice for your financial situation. We also keep our knowledge up-to-date by attending relevant training courses.

To find out more please visit the about us section.

So call us on Freephone 0508 267 267, or call into any one of our four Taranaki Offices or our Palmerston North Office.  Disclosure Statements available free upon request.