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Financial Planning & Advice

Whether you’re thinking of making the move, or you’ve been in New Zealand a few years, there’s a lot to think about when you immigrate.  It’s easy for some pretty major financial decisions to get put on the back burner, compromising your long-term financial security. 

The reality is, your long-term wealth and lifestyle in New Zealand, depends upon making good choices in a number of key areas, including:

    • Financial planning – You’ve achieved one major life goal – let’s set some more. We’ll figure out how you want your life to look 10 or 20 years from now and make a financial plan to get you there 
    • Mortgage broking – We’ll walk you through the process of buying a house in New Zealand and negotiate the right rates and structure so you can save years off your loan
    • Insurance –  Create a safety net to protect your New Zealand family lifestyle with income protection, life, critical illness or health insurance
    • KiwiSaver – KiwiSaver is New Zealand’s voluntary, work-based retirement saving scheme. The right KiwiSaver fund can be like investing on steroids, so we’ll help you find the right fund for your financial needs
    • Pension Transfer – Moving your pension is a big decision. We’ll help you understand your options, find the right investment approach for your long-term goals, and handle all the paperwork
    • Investment advice – Start building your wealth portfolio, from investment property to KiwiSaver and managed funds

 

 

When you work with Windsor Wealth, you’re dealing with experts who can take a holistic approach to your situation. We don’t just specialise in mortgages or insurance – we can look at the whole picture, and help you get the balance right between your debt, your equity, your insurance and your investments. 

We get to know your family, so we can provide proactive recommendations as your situation changes, and support you for the long term. 

You don’t have to do everything at once, you just need to get started.

Call me on 021 222 0700 to book a free initial chat and let’s get started.

Enter your name and email below to download our free guide,  
10 Money Mistakes Expats Make in New Zealand (and How to Avoid Them).

"Brett takes a really holistic and balanced approach with his recommendations which was really refreshing to see. I felt he took the time to consider all aspects of my finances when making his suggestions and appreciated how simple he made everything seem. Look forward to working with him again."
Melissa Armstrong
"We recently emigrated to New Zealand and Brett has been a fantastic source of information and advice. Very friendly, professional and trusted I would not hesitate to recommend Brett to anyone who needs sound financial guidance without confusing jargon. Thanks for all your help - now and in the future."
Rob Hart

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