What do our Financial Advisory services offer?:
- Financial Coaching
- Strategy and Planning
- Investments
- Insurance
- Mortgages
And supporting you to meet your goals!
It may sound like a cliche, but failing to plan, is planning to fail! A financial planner knows what you don't, can help you get to your goals quicker, and identify opportunities that you weren't aware of.
Who is Financial Advisory available to?
It's available to clients and non-clients, and includes holistic financial strategy, cash flow modelling, investments, retirement planning (including KiwiSaver), risk management and further guidance on estate planning, mortgages and insurance.
How much are your financial advisory services?
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. A Clarity Session is $500, then if you want further advice or support, it’s $350 per hour. Simple!
This is especially great if you know you have some big life events on the horizon, such as a wedding, children, buying a house, or even if you are selling your business.
Whether you are looking for financial advisory or an accountant, Bring On Monday is your financial advisory and small business accounting firm here to help you! Get in touch for a free chat.