As the saying goes: if you fail to plan, you’re planning to fail.
This is why financial and lifestyle planning is so important. With a vision for your ideal future in mind, clear goals and a pathway to achieve them, you’ll feel confident and in control of your journey to financial freedom – and retirement.
Future Wealth can work alongside you to create the future you want – whatever that might look like. Whether you want the freedom to live the simple life and spend more time with family, or have some serious recreational toys in sight, we can get you on the right track.
HOW IT WORKS
We help you understand your current financial situation and articulate your vision for the future, considering your wellbeing, ideal lifestyle, home life, family, business, work and financial aspirations.
Together we set realistic short and long-term goals, with clear timeframes to achieve them.
Our experienced advisors then map out a plan of attack to help you achieve your goals. This might involve investment planning, KiwiSaver adjustments, mortgage assessment, insurance assessment and more.
Finally, we put a personalised package and wrap-around supports in place to help you reach financial freedom. This includes partnering with trusted specialists as needed to ensure you have quality tax, accounting, legal and estate advice in place.
Our team then keeps in touch along your journey, helping you make adjustments as life takes its twists, turns, ups and downs.
How to get started.
What does your ideal future look like?