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getting started


at core advice, we'll help you get yourself underway with advice that works for you - now and in the future

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getting started


at core advice, we'll help you get yourself underway with advice that works for you - now and in the future

establishing yourself financially takes a lot of hard work - but the results are well and truly worth it.

Whether you’re making your first commitment to save, buying your first car or purchasing your first home, you’re making a big step in your life.

That’s why it’s important to make sure you’re getting the right advice. Whilst you might have a fair idea of what you’re after, having someone on your side who can walk you through the process can help you organise exactly what you need and give you valuable peace of mind.

At Core Advice, we can help you get yourself set up with whatever it is you’re looking for financially, including:

  • Setting up your KiwiSaver to set you on the path to saving for your first home or your retirement
  • Making sure your stuff is insured so that your other financial goals aren’t sidetracked by theft or damage to your contents or car
  • Protecting your income to ensure you stay on the path to achieving your big financial goals even if you’re temporarily unable to work
  • Arranging a competitive home loan that enables you to buy your first home

Get in touch with us today to talk about how we can help you establish yourself financially.

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taking the next step


if you've got a growing family or lifestyle, core advice can help you make sure all the financial stuff is taken care of

taking the next step


if you've got a growing family or lifestyle, core advice can help you make sure all the financial stuff is taken care of

financial security for your family today means prosperity tomorrow.

Once you’ve started creating an asset base for yourself, it can be a challenge to figure out what next steps you need to take, and what risks you need to be prepared for.

A chat with Core Advice can help you clarify how to plan for the future while looking after the present. We’re all about the advice, so you can be confident that your personal situation is being taken into account and that you’re being recommended a solution that works - for you.

We can help you put together a plan that helps build your future, including:

  • Reviewing your house, contents and car insurance arrangements to make sure your assets are appropriately protected
  • Restructuring your debt to save you money on payments, help you pay off your loans faster, or release equity for further investment
  • Providing a comprehensive risk management plan that ensures your family will not suffer financially should you be unable to earn an income, become critically ill, or pass away unexpectedly 
  • Making sure your savings and investments are working for you to meet your future goals
  • Tying all the strings together with a comprehensive financial plan that gets your financial affairs working in unison to ensure your family’s financial future is bright

If you want to discuss how Core Advice can help you, or just want to have a chat about what we do, contact us today.

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Planning for the future


core advice can help you create a plan that gets you on the way to the retirement you want

Planning for the future


core advice can help you create a plan that gets you on the way to the retirement you want

Whatever your goals, having a plan for achieving them is the most important step you can take to ensure you get there.

Getting advice from Core Advice is the best place to start. We’re in business to help our clients achieve their goals, whatever they may be, and we love nothing more than seeing the plans we help lay come to fruition - be it a new holiday home, a satisfying retirement, or just creating the financial freedom for you to do your own thing.

We can help you take the following steps towards planning for your financial future:

  • Getting rid of debt so you can focus on saving for your future plans
  • Protecting what you have so that the unexpected doesn’t force you to change your financial plans
  • Making sure the right financial elements are in place to help your family achieve your financial goals
  • Continuing to manage all these elements with a cohesive plan

To get on with planning for a bright future, talk to Core Advice today.