Message from Michael :
Our Independent Advisory status requires that we have no obligation to any third party in any way….financial or otherwise. Our only income is from our clients. We do not have our own funds ( hard to fire yourself! ), we do not have incentive commissions, we are free to work in our clients best interests. Our core value is “client first”.
Several professions address personal financial issues but it is the Financial Planning professional who places them into your life context. This holistic approach attracted me to the profession 22 years ago and remains true today. The team share this vision.
This quality approach is now endorsed under New Zealand law (2011). This legislation brings clarity to the client on the quality of service they receive and is much more satisfying to me as an adviser
