Comprehensive Financial Planning

Do you have a clear financial plan to ensure you reach your goals? One that encompasses all the elements of your financial life?

How I Help You Develop A Plan To Achieve Your Financial Goals

For many people putting a financial plan in place can be overwhelming. Understanding how the different and sometimes complex elements in your financial life fit together and influence one another can be tricky. To move forward into the future with confidence it is crucial you have clear road map and plan in place.

Your situation, needs and goals are very unique. I start by asking questions and helping you gain real clarity on where you are right now and where you want to be moving into the future. Next we identify all the elements that come together to make your financial life.

My expertise is in simplifying all these moving parts for you, so that you have a simple, practical and comprehensive plan to follow. A plan that helps you manage your finances and achieve your short medium and long term goals.

This brings direction, confidence and security to you and your families financial future.

This tool will assist you to understand your spending habits.

The initial activity for a financial planning client is to review your current spending habits which may show either areas of concern or alternatively identify surplus funds that could be more appropriately allocated to savings.

This tool will help you to determine if you are solvent.

In looking at assets and liabilities we are looking to determine your current Net Worth as in simple terms this is what we are looking to increase over time.

This tool will help you to choose a loan that benefits you financial in the long term.

As a significant portion of our income is spent on servicing debt, ensuring that we have mortgages appropriately structured may give rise to substantial savings over the period of the loan or more beneficially decreasing the term.

Achieve all your financial goals

Contact Info

Nigel Tate Financial Planning Limited
PO Box 9449, Hamilton 2015
Telephone: 64 7 838 3300
Call Free: 0800 TO PLAN
0800 867 526


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