Why do you need the services of an AFA (Authorised Financial Adviser)
- The FMA’s (Financial Market Authority) mandate is to raise New Zealand’s financial literacy
- The FMA requires that everyone in this industry must be an AFA or QFE adviser so that a strict standard of advice is adhered to
- All advisors must comply to the code of practice
- It is important to have a qualified person who can answer your questions
What Geoff Prisk does
- Geoff is an Authorised Financial Advisor, licensed through the Financial Market Authority
- Geoff has been working in the Financial Advisory industry for 21 years
- His goal is to help clients make money to enable them to better financially plan for their retirement
- As a qualified person, Geoff will help you through the Risk Assesment process to help you ommit financial risk
How Geoff can help people on KiwiSaver
- When you first join through ASR KiwiSaver Ltd, we make sure you are in the right investment for your time of life. We do this through a process called Risk Assessment
- You will receive regular communication regarding investment opportunities
- When you are ready we will teach you, at no cost, how investing in managed funds work
- With annual reviews of your investment position, we will show you how to maximise your investment returns
- We encourage you to call or email any time during business hours