If the answer to any of the above, or all of the above is yes, then our personalised financial planning and financial advice might be for you. Even better, you only pay for what you need!
The service includes a holistic financial strategy, cash flow modelling, investments, retirement planning (including KiwiSaver), risk management and further guidance on estate planning, mortgages and insurance. We assess your financial situation, tolerance to risk and help you set financial goals, creating a personalised financial plan.
We understand that everyone has different goals and values. So this service is personalised, and after an initial Clarity Session you only pay for what you need and nothing for what you don't need. It's pay as you go!
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If you find a cheaper all inclusive accounting solution similar to the 'BOM Difference', we will beat it by 10%. In addition, if we haven't made your life as a business owner easier after 3 months, we will donate all subscriptions fees to your favorite NZ charity.
