Assetwise

Getting financial advice can seem pretty dull and boring.

No argument there. But at Assetwise we’re definitely not the stuffy and boring financial planning types.

We are passionate about helping people like you achieve your financial goals. It may sound a little contrived, but the reality is it's very satisfying helping people to get ahead.

The recommendations are determined after a detailed needs analysis which is undertaken based on a Holistic approach, where we treat your financial situation as a whole, rather than isolated bits & pieces. It's effective and it works.

We’ll help you to reduce your Tax, repay your mortgage faster and build wealth effectively. We can show you practical solutions to achieve a decent retirement income and we provide the most comprehensive and detailed financial needs analysis & recommendations in New Zealand.

We cover all your insurance needs and recommendations and do multiple quotes and detailed benefit comparisons. We’ll help sort your Trusts, Wills, Mortgage finance, Business Insurance or Buy/Sell agreements.

We can also do full analysis of Investment Properties for you and provide a comprehensive property finding service for those who don’t have the time or energy to search themselves.
But critically, once you give the thumbs up to some or all the recommendations, we get it done for you and sort it all fast.

So you will discover it’s an easy, hassle free and fun experience.

It includes Life, Trauma, and Health Insurance, Mortgages, Property, investments, Wills, Trusts, planning, reducing Tax, building wealth, repaying your home fast, partnership structures & business insurances, Key man, general car, house & contents insurance etc etc…
…and remember, rather than simply telling you what you need to do, we will action the plan for you.

In a nutshell, we know you are busy and general financial matters are often on the “Get around to it” list. So the best way we can help is by sorting everything for you so you can finally relax, knowing it’s been done and done right!