CREATE YOUR WEALTH
Seeking financial advice is about educating and empowering you, by providing solutions that could lead to improved outcomes and create your wealth. Most people know where they want to be financially, they just need the right advice and a roadmap on how to get there.
It’s important to know what you own and what you owe
Make sure you have the right ownership structure and key people in place
Design the future you want for your farm and your family
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What does create your wealth actually mean?
Create your wealth is about financial planning, which means having a clear path or roadmap so you and your family will cope with unexpected situations that life can throw. A financial plan gives you direction and solutions so you can achieve your financial goals - no matter how big or small they may be.
Did you know...
There's only 50% of Kiwis have a valid Will in place. Only 15% of working NZ have their income protected.
Source: Research by the Commission for Financial Capability and Horizon Research for the Financial Services Council
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