getting started
At Core Advice, we’ll help you get yourself underway with financial advice that works for you – now and in the future.
getting started
At Core Advice, we’ll help you get yourself underway with financial 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 an experienced Financial Adviser on your side can help you understand your options, organise what you need and give you valuable peace of mind.
At Core Advice, we can provide personalised financial advice to help you get yourself set up, including:
KiwiSaver advice to help you make informed decisions about your contributions, investment options and long-term savings goals, whether you’re saving for your first home or planning for retirement.
Personal insurance to help protect the things you’ve worked hard for, including your home, contents and other valuable assets.
Income protection to help protect your ability to meet your financial commitments if illness or injury temporarily prevents you from working.
Get in touch with us today to talk about how we can help you establish yourself financially.
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, how to grow your wealth 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 take the time to understand your personal situation, priorities and goals, so our financial advice is relevant to where you are now and where you want to be in the future.
We can help you put together a plan that helps build your future, including:
Reviewing your savings and investments to make sure they are working towards your long-term goals, including investing for retirement and other important financial milestones.
Considering managed funds and other investment options as part of a diversified strategy suited to your goals, timeframe and circumstances.
Reviewing your house, contents and car insurance arrangements to make sure your assets are appropriately protected.
Providing a comprehensive risk management plan that considers your family’s financial position if you are unable to earn an income, become critically ill or pass away unexpectedly.
Restructuring your debt to save you money on payments, help you pay off your loans faster, or release equity for further investment.
Tying all the strings together with a comprehensive financial plan that gets your financial affairs working in unison to help secure your family’s financial future.
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.
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 a great 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 creating the financial freedom for you to do your own thing.
Our retirement planning advice looks at the bigger picture, bringing together your savings, investments, KiwiSaver and other financial arrangements to help you work towards the lifestyle you want in retirement.
We can help you take the following steps towards planning for your financial future:
Developing an investing for retirement strategy that considers your timeframe, financial position, investment objectives and tolerance for risk.
Considering managed funds and other investment solutions as part of your longer-term financial strategy.
Getting rid of debt so you can focus on saving and investing for your future plans.
Protecting what you have so that the unexpected doesn’t force you to change your financial plans.
Reviewing your life insurance, income protection and medical insurance as your circumstances and priorities change.
Continuing to manage all these elements with a cohesive financial plan as you move towards and through retirement.
To get on with planning for a bright future, talk to Core Advice today.