Like a strategic game of tennis, we’re focused on serving up a consistent, long-term strategy by thinking several moves ahead.
It’s an approach that delivers advice tailored to you and your circumstances. Each client receives a plan suited to their goals, cash flow needs, and risk tolerance. The advice we provide is actionable and makes sense. Our solutions reflect industry best practice – so they more than meet not only today’s legal obligations, but tomorrow’s as well.
What this means for you is that you can relax. Our process will help you put your whole financial house in order. And we’ll help you keep it that way, regularly reviewing your risk and rebalancing your portfolio when needed.
Financial planning
We believe successful wealth management involves playing the long game through a range of financial services, plans, and strategies. It’s about creating a holistic approach to your financial life.
- Banking arrangements
- Cashflow planning and debt structuring
- Short-term funding
- Tax considerations
- Cash reserves
- General insurance guidance
- Collaboration with your specialist advisers eg banks, laywer, accountant etc
- Gifting or lending
- Education funding
- Financial literacy for the next generation
- Help after the loss of a loved one
Retirement planning
Retirement doesn’t necessarily mean it’s time to slow down. If you’re thinking about retirement and what’s next, let’s chat and plan for a fantastic future.
- Retirement goal setting
- Reviewing progress against plan – keeping you on track
- KiwiSaver review
- Employer superannuation planning
- Australian superannuation transfers
- Business owners approaching retirement
- Creating financial independence
- Funding rest home care
Wealth protection
Tailored solutions to help you achieve your goals and ensure your wealth is securely insulated.
- Fee only, face-to-face, personalised advice
- Comprehensive personal financial planning
- Second opinion service on your existing investments
- Investment planning
- Discretionary Investment Management Service (DIMS)
- Socially responsible investment options
- Holistic wealth management
- Long-term ongoing support
- New-found wealth
- Intergenerational wealth protection
- Help with transition during and after separation
- Relationship property guidance
Estate planning strategies
When it comes to estate planning, taking the necessary steps now makes carrying out your plan later as easy as possible for your loved ones.
- Estate planning in conjunction with solicitor and accountant
- Estate planning roadmap
- Trust maintenance
- Wills and Living Wills
- Enduring Powers of Attorney
- Charitable Trusts
- Investment Policy Statement
Succession planning
Tailored wealth transfer and succession plans that minimise gift, estate and inheritance taxes, and ensure value for future generations.
- Growing wealth outside the business
- Preparing for life outside of work
- Business discussions and exit planning
Charitable Investment Programme
The Gift Trust offers a flexible, simple and tax smart service to meet your charitable giving goals.
- Charitable giving strategies
- Gift Trust
- Give now, donate later
Fee only
Full transparency of fees and taxes – no hidden costs, just clear and simple reporting. Tailorednz doesn’t own, or benefit from, any of the Discretionary Investment Management Service funds recommended. Our clients pay us to be their advocates and make sure we have the universe of investments to choose from without conflict.