Thinking about life beyond work and managing that lifestyle financially can be a daunting prospect, and no doubt you’ve had varied advice along the way.
If you’re ready to take a more thorough review of your financial position, take advantage of our Right Track Review. How does it work? Our Right Track Review allows you to benefit from an expert, independent second opinion on the plans and measures you have in place. We’ll tell you what’s good or what could be working better for you – all with no strings attached!
If you’re ready to get the most out of life beyond work, contact our Palmerston North, Taupo or Matamata office to ask about our Right Track Review today.
New Thinking.
Straight Talking.
At Tailorednz, we welcome you to a new way of thinking about wealth management.
We respect the hard work you’ve invested to earn your money. We see our job as working with you to ensure your financial affairs are sorted and well protected.
It’s about you having the confidence and freedom to get on with living your life – today and tomorrow. It’s your money. It’s your future.
You can’t afford to leave either to chance. But neither can you afford to trust financial advisers whose investment approach is typically more casino than sound wealth planning and management.
The casino approach to wealth isn’t us, and it’s one we’re more than happy to cut ties with.
Our services,
tailored for you
If you’re contemplating your next big move in life, Tailorednz takes a comprehensive approach to wealth management.
Financial
Planning
Retirement
Planning
Wealth
Protection
Fee
Only
Estate
Planning
Succession
Planning
Charitable Investment Programme
Perfect
Partners
This is what
fun looks like
We believe money is more fun out of the bank. We also believe that a picture is worth a thousand words. So we asked the amazing people who we’re fortunate to work with, “what does ‘life beyond work’ look like for you?”
Critical Thinking
We’re a lean firm with some big ideas; ideas that have shaped our approach and built our clients’ wealth. Find out how we integrate our ideas and values into financial planning for you.
“Our job is to insulate you from financial impacts through indepth analysis of your situation.” – Steven Radich
Perfect Partners
We’re proud to team up with partners who play a crucial role in empowering and enabling better business practices for today and the future.
