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Services
A top-notch adviser should be an expert at understanding 'you' and also how to best help you. That's why everyone we work with goes through the full planning process.
We also specialise in working with clients that:
1. Have suffered loss (E.G. separations, divorces, death of a loved one)
2. Those that have too much real estate investment and need help figuring out alternative strategies.
3. Expat clients that have extra tax complexity or foreign accounts that make retirement planning more difficult.
Loss is difficult on its own. An adviser that specialises in it can help financially, and emotionally.
Working with immigrants who have come to NZ to live better + those who need help diversifying wealth outside of real estate alone.
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