By the way, perhaps you know . . .
Wonderful Service
Geoff gave us a complete run-down on our retirement options and helped us get on the right path to achieving our goals
Happy to recommend
Since Geoff Prisk as been my AFA Adviser and taken over looking after my KiwiSaver.
He has made sure that I have completed an annual risk assessment questionnaire which in turn has improved my returns and growth to my KiwiSaver Fund. Plus he has help out with financial planning advice. He is easy to contact and would recommend. Plus he recommended Booster as my provider which is one of the default providers. Very Happy.
Kiwisaver
We have all our Kiwisaver with Geoff and would never contemplate moving it. I have mine and my wife and thanks to Geoff’s help and recommendations we have all 5 of our sons set up as well. We put $5 in per month and this will be a nice little kick start for them when they hit 20 and hopefully also set them up for their retirement many many years down the track.
Geoff even rings and reminds me multiple times of all the things i have forgotten to do.
Thank you very much.
Efficient follow-up service
Geoff offers an efficient follow-up service, encouraging clients to monitor funds invested and demonstrating tools to enable them to fine-tune their investment to meet future requirements.
Provided us a very great
Provided us a very great service and has known Geoff 10 + years. Always been honest upfront good sense of humour and has helped us out with assurance & KiwiSaver and put us into a financial situation which we would not achieved on our own. For which we will be ever grateful. Highly recommend.
