Plan. Invest. Protect.
HELPING YOU ACHIEVE FINANCIAL INDEPENDENCE
Plan. Invest. Protect.
HELPING YOU ACHIEVE FINANCIAL INDEPENDENCE
I help you achieve financial independence by crafting a tailored wealth and retirement plan, a strategic saving and investment plan, backed up by a dependable life and health insurance solution.
I use time tested and proven strategies that work - getting you where you want to go - without the risk.
Chris George | Financial Adviser FSP209525
Unlocking Key Kiwisaver Concepts
As your savings get bigger over time, and as you age and get closer to retirement, you will likely care more and more about the performance of your Kiwisaver.
The purpose is for these key concepts to serve you well in the good times and the bad times, and help you reach your goals.
I’ve put this information together so you can come back to it as you need to. The page will grow and evolve with more resources added to it over time, so make sure you keep checking in!
Let’s get NZ’s financial literacy levels up!!
Advice that stands the test of time
We’ve been successfully helping people achieve a better financial future since 2011.
We believe in empowering you by not only helping you plan, invest and protect effectively and sustainably, but by educating you on how to make informed financial decisions so you are confident in your future.
Here’s what sets us apart.
Wealth & Retirement Planning
A holistic and balanced investment, life and health insurance planning approach.
After years of experience, we’ve found the underlying question most people have is ‘Will I be ok financially, later in life?’
With the help of technology, we can clearly model and refine your financial strategy. This process takes the guesswork out of how to successfully structure the investment and insurance products that backup your retirement plan, ensuring it unfolds as you’d expect.
Cover Types & Premium Structuring
Helping you understand basics of life and health insurances through to advanced concepts in 12 mins.
As you dig deeper into the possibilities, you find that the investment of insurance can make sense if approached correctly.
What type of cover makes up a protection plan
How can you structure the cost of that cover so that it saves you more and remains affordable until you no longer need it
ACC Plan & Levy Optimisation
If you’re a self-employed kiwi and are not paying yourself PAYE, you may qualify to restructure your ACC plan.
Most contractors and business owners have not optimised their ACC plan and therefore may be well over or under-insured.
This often equates to under-performing expectations at the claim end, unless it has been structured by an adviser.
About Your Adviser
I have a deep passion for helping individuals like you navigate the complexities of the financial landscape and guide you toward a future of true financial independence.
This drive was born out of a fundamental belief in the power of strategic planning to shape our destinies - a sentiment echoed by Benjamin Franklin when he famously stated “If You fail to plan, you plan to fail”.
What sets me apart is my practical experience as an adviser. I have successfully navigated the journey of homeownership, building a diversified investment portfolio and a stable business. This background allows me to provide valuable insights to others looking to achieve similar goals.
I am here not just to advise, but to educate and empower you with the knowledge and tools necessary to make sound financial decisions.
I embody a unique approach to wealth and retirement planning that transcends mere product offerings. My focus is not just on setting up the products within your plan, but on sculpting comprehensive strategies that dismantle uncertainty and sow the seeds of confidence in your financial future.
There's no one one-size-fits-all approach here - each plan is meticulously crafted to reflect your unique financial landscape, ensuring a balanced and customized roadmap to prosperity. With me, cookie-cutter advice is obsolete; authenticity and personalization reign supreme.
Through fourteen years of honing my craft as an Adviser, I have overseen remarkable outcomes that speak volumes about the efficacy of our approach. You are not just a number here.
Our long-term client satisfaction rates are not mere statistics; they are testaments to our dedication to excellence. Achieving a 100% client retention rate for investment clients and a 98% retention rate for insurance clients underscores the trust we have built within our community.