Testimonials

Nigel Tate Financial Planning aimed to give us a financial plan to meet our personal and professional needs. We were thrilled with Nigel’s personable and professional approach resulting in a financial plan that exceeded our expectations.

Nigel introduced us to a financial planning process that was easy to understand, thorough and highly effective. He took the time to understand our financial situation and our stage of life before recommending a plan to suit our individual needs, culminating in a customized, flexible financial plan that is reaping great rewards.

Nigel’s ongoing advice, recommendations, and regular updates ensures we feel well informed and in control of our financial future. We would highly recommend Nigel to anyone looking for an experienced service with great results.

Andrew and Jo Mc Fadden

Hamilton

My family and I started dealing with Nigel and Nigel Tate Financial Planning in 1991 were we needed some assistance with some insurance needs. When we lost a family member and we were in turmoil Nigel made our issues go away by providing solid advice around policy ownership and then with doing a review we ensured our cover types and levels were adequate for our needs.

Over the many years of our business relationship we have become good friends as well as clients and Nigel has introduced a more comprehensive approach to our financial wellbeing ranging from our insurance to investments, taxation and estate planning and has been there when we needed him.

With our relationship as solid as it is, we are happy to have Nigel as our trusted adviser manage our financial planning needs and the relationships we have with our other professional advisers to ensure that we have everything done to a quality standard in a timely manner.

Peter LeGros

Hamilton

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
Email: admin@ntfp.co.nz

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