No one knows what our lives will bring; that’s why it’s important to have a solid financial plan to create, protect and grow your wealth. But what exactly is a financial plan and how do you go about getting one? The three client case studies are fictitious but their issues are common to many of us.
Looking for expert help?
Find an adviser in the Financial Advice New Zealand Member Directory. Search for Mortgage, Insurance, KiwiSaver, Investment and Financial Planning advisers here.