Advice matters
What quality financial advice looks like

Are you approaching financial advice for the first time and wondering what difference it could possibly make?

Planning for your financial future is like creating a roadmap that will guide you through your life’s journey. Financial advice can be a tool that helps you reach your destination (your financial goals) on time, with the fewest possible detours. Most importantly, financial advice isn’t just a one-off transaction: it’s fluid and needs to change as your life changes.

So, here are some (of the many) reasons to seek quality financial advice from a SHARE adviser.

Tangible and intangible benefits

There are many key benefits to working with an adviser on your financial plans, and the first we’d like to mention is ‘peace of mind’.

According to recent research, a sense of greater peace of mind, control and confidence, as well as reduced financial stress, are some of the intangible benefits that financial advice provides to Kiwis from all walks of life.

By helping you manage your finances more efficiently, putting your money to work, and protecting your family’s future, your financial plan can help you minimise the financial impact of a serious illness or injury, grow your wealth, and enjoy a higher standard of living overall.

Your life goals matter

Your financial journey starts with understanding where you are now, where you’d like to be, and the progressive steps to achieving your destination(s).

SHARE financial advisers take the time to know your circumstances, your needs, your goals – what makes you, you. With this big picture in mind, they will show you how to get there while also being in your corner for the long haul, every step of the way.

From buying a house through to paying off your mortgage, looking after your loved ones, or creating the retirement lifestyle you’re envisioning, a conversation with a SHARE adviser can help you assess your options.   

Like to create wealth?

Is wealth creation one of your goals? Investing can be a great way to make your money work harder for you. By investing your money now, you’ll likely have more to spend on the things you value – be that retirement, education, recreation or a legacy for the children.

Once again, your investment strategy depends entirely on your needs and goals. It could be as simple as contributing to KiwiSaver, or as comprehensive as a diversified investment portfolio.

With in excess of $300 million in client funds under management and nearly 1,600 years of combined experience in their field, our SHARE advisers can help you get going on the road to financial wellbeing with tailored investment advice.

Is homeownership on your mind?

Whether you’re a first-home buyer or a seasoned property investor – finding an appropriate mortgage for your needs can be a challenging and emotional task.

And that’s another key area where financial advice can make a big difference. Our SHARE advisers can help you understand your home loan options, including what mortgage and interest ratestructure might be appropriate for your needs, goals and budget.

Time to protect your biggest financial assets?

Our personal and business lives are full of the unexpected, so it’s a good idea to protect your key financial assets: your ability to earn an income, for example, or the roof over your family’s home.

Quality insurance advice means identifying your most important financial assets, determining the most likely risks you’re facing, and putting a plan in place for wealth protection. Our SHARE advisers can help you explore your insurance options with confidence.

We’re here to help

SHARE advisers focus on your needs, sharing their knowledge and advice to help you achieve the financial freedom you deserve. Like to learn more? Click here to find your local adviser.

Disclaimer: Please note that the content provided in this article is intended as an overview and as general information only. While care is taken to ensure accuracy and reliability, the information provided is subject to continuous change and may not reflect current developments or address your situation. Before making any decisions based on the information provided in this article, please use your discretion and seek independent guidance.