Build and preserve your secure financial future
We can help you to achieve your financial goals
Very few people stumble into financial security. For most, the only way to attain financial security is to save and invest over a long period of time. Your money needs to do the working for you. You don’t need to be a genius to do it, you just need to know a few basics, form a plan and be willing to stick to it.
There’s no ‘one size fits all’ with investments because we all have different aspirations for our money, whether it’s saving for retirement, generating cash flow or buying a new home.
Before you invest, it’s important to set realistic goals. Take the time to work out why you’re investing, how much you have to invest, and when you need a return. Once you have these foundations in place, it’s easier to make decisions about your investment strategy.
Our Advisers take the time to listen to you so we can understand your individual circumstances and goals. We consider your attitude to risk and investment timeframe so we can provide personalised advice and recommendations, then implement the right investment strategy for you to meet your future objectives. We speak easy language that doesn’t confuse you and empower you with the basic fundamentals of investing.
Adhering to the Code of Professional Conduct, we recognise the need to continually improve our competence, knowledge and skills, through on-going education, while always remaining focused on our duty of care to clients.
As things change for you, we can help you
You will have different financial needs at different life stages. Marriage, a baby, a move, an inheritance or a divorce can have a major impact on your lifestyle and financial goals.
We can help you work out the most effective investment strategies so you can:
- Establish your goals and financial plan
- Build wealth and accumulate assets
- Maximize and protect your wealth
- Consolidate wealth for the future
- Reap the rewards and enjoy the life you want
Let us help you provide that financial security we are all looking for. Contact us today.
KiwiSaver is an easy way for you to save for your retirement. If you’re employed, you contribute, your employer contributes and the Government contributes. It all adds up to a total that could be more that you could save on your own.
Look after your future with your personalised KiwiSaver Scheme
Whether you’re thinking about retirement or saving for your first home, we can help you manage, grow and maximise your savings with your KiwiSaver Investment.
Your KiwiSaver contributions will form the foundation of your retirement savings and at Mainland Insurance, Mortgages & Investment Limited we are here to help you through this journey by providing:
- Advice on how KiwiSaver works and how you can use it to your advantage
- Information to help you plan for your retirement and financial goals
- Advice about how KiwiSaver can help you buy your first home
- Advice about how to invest within KiwiSaver to get the best outcome for you
Let us help you understand and navigate your KiwiSaver journey.
A disclosure statement is available from your adviser, on request and free of charge.