NZINVEST follows the internationally recognised six step financial planning process.

 

This process includes gathering relevant financial information, determining your goals, examining your current financial status and creating a strategy, or plan, to assist you in achieving your objectives.

 

You will deal with a primary contact at NZINVEST (your Investment Consultant), then other members of our team, depending on your individual requirements and the requirements of the Financial Advisers Act.

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