This service is a paid service and has been designed to help a certain client.
All interviews are carried out at ASR Kiwisavers’ offices, which are located in Taupo and Tairua.
(Business hours are 9am – 5pm, Monday to Friday)
The initial interview to determine if our services can be of value to you, is at no charge to you.
Between us, if we have determined that the services ASR offers can be of benefit to you and you decide to enter into a contract, the fees will be agreed at the time the contract commences.
Now
There are three sorts of client that I think would appreciate this service based on my past experience.
If you are the sort of person that understands financial calculations and has no problem planning for your future, and is good at saving this service is not for you. But if you just need a little help to understand the calculators just give me a call on 0800-375-227 or contact me though the contact us tab, I will contact you to make a time to show you. There is no charge for that. So if you get stuck just give me a call.
Firstly, is the client above you, who just wants a mentor to bounce ideas off and to help with the bells and checks before making financial decisions. I’m the devil on your shoulder.
Secondly if you are the sort of person that does not want to sort out the calculations and have someone else do it.
Thirdly, are you good at saving but tend to spend it on wants not necessities. Maybe you need a devil on your shoulder to keep you on track?
Click Here, send me a message lets have a chat about the Personal Planning service.
Condition: To take advantage of this service you will need to be one of our clients. You are not locked into any contracts and when you feel you are a-ok to go alone all need to do is sent me an email.