Helping Kiwis Optimise Their Financial World Since 2012
Tailored Retirement Planning, KiwiSaver, Investment & Insurance Protection Strategies
Helping Kiwis Optimise Their Financial World Since 2012
Tailored Retirement Planning, KiwiSaver, Investment & Insurance Protection Strategies
Financial certainty isn't a dream, it's a destination. I guide you on this journey, turning complex financial concepts into clear, actionable strategies.
Chris George | Financial Adviser
⭐Results
We have been offering our financial services for over a decade and pride ourselves on a truly bespoke, client-first approach.
When comparing our client satisfaction and retention results against the industry standard, our service has exceeded and outperformed the average by a large margin. We measure this with several metrics but to summarise, see below.
These metrics are updated quarterly:
Percentage of people that move forward on our recommendations: 81%
Investment client retention rate: 99%
Life & Health Insurance client retention rate: 97.4%
👉Let's sit down and figure out how to map out a future you can look forward to. Schedule a time to chat here.
How To Choose The Best KiwiSaver
Watching this video will help you save substantially more for your retirement by focusing your attention on one simple concept that’s commonly overlooked.
To optimise your savings for retirement, we want to maximise returns, minimise risk, and create certainty to prevent stress which can lead to bad decisions.
This video reveals how a couple could accumulate an extra $1,200,000 in KiwiSaver over the next 25 years, without increasing their contributions or risk.
How To Achieve A Comfy Retirement
We’ve been successfully helping people create a better future since 2011. We achieve this by modelling the best route to get you to where you want to go.
This video reveals how to:
Ensure your investments and insurances fit your goals
Establish whether to pay down debt or invest more
Create peace of mind for your financial world
Investment Property 101
We help you align your investment property ambitions with your retirement plan.
Narrowing down the vast array of investment property options to ensure you are buying the right type of property in the right location, with the right metrics for your goals.
This guide reveals how to increase your retirement nest egg potential, understand the power of leverage, maximise growth potential, and mitigate the risk of owning investment property. Click here to read.
How To Calculate The Cover You Need
We believe in protecting what you’ve spent so many years building with advanced personal insurance strategies that stand the test of time.
This video will help you understand how to calculate the amount of cover you’d need to prevent financial upset should a health or injury event occur.
This video reveals how to achieve the cover you need, for as little money as possible!
How To Stop Your Premiums Going Up
It's a fact. Most people aren't aware of their premium options when they buy Income Protection, Trauma, and Life Insurance in New Zealand.
This video will help you understand how to structure the premiums for your cover to save you more, and payout through the period of life when you need it.
This video reveals how to save $10,000's while optimising your Income, Trauma, & Life Insurance.
A Note From Chris
I help professionals navigate the complexities of the financial landscape and guide you toward a future of true financial independence.
I have 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, successful debt repayment, building a diversified property and investment portfolio, along with sustaining a stable business. This background allows me to provide invaluable insights to others looking to achieve similar goals. You are working with an ‘experienced’ adviser.
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 outstanding long-term client satisfaction rates are not mere statistics; they are testaments to our dedication to excellence.
Your journey to financial empowerment begins with a conversation. Let's connect and embark on this transformative path together.