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This tool will help you to assess your insurance needs.
Intro – With most financial planning objectives requiring regular income, insuring this income is imperative. This is also important on a lump sum basis if the income earner is disabled or dies.
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 financially 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
Nigel Tate Financial Planning Limited
PO Box 9449, Hamilton 2015
Telephone: 64 7 838 3300
Call Free: 0800 TO PLAN
0800 867 526
Enter your details to receive my Retirement Planner. It will tell you the exact age you can retire based on your financial goals and situation