Helping you build wealth and achieve your financial goals.​
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Understanding what drives returns is key, which is why we develop a personalised financial plan, whatever your current situation and goals are. We then help you execute and monitor your investment throughout its lifecycle, giving you peace of mind. Your investment advisers aim is to develop long-term, trusted partnerships and work with you through life's constant changes.
How Does It Work?
Assess Your Situation
Firstly, let’s have a meeting to gather information about your current financial situation, goals and risk profile. Once we have this information, your investment adviser will go away and analyse this and form recommendations based specifically on your goals.
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We meet with people all over the country online or in person across Auckland.
Personalised Plan
Based on your information, goals and risk profile we create a personalised investment plan that explains our recommended investment strategy. Our investment advice will go over this plan in a second meeting to ensure you understand exactly what our recommendations provide, together with the potential risks/ reward involved and demonstrate how this is in alignment with your goals.
Execute & Manage
Now, the exciting stuff! Once you are happy and have signed off on your investment plan, we will execute the investments and get the wheels in motion. Your investment advisor will work with you over the life of your investment, providing regular reviews and ensuring that the plan is still relevant, as we understand situations and goals change over time.
Book a Consultation
Book a free, no obligation phone call with one of our friendly advisers to see how this could work for you.
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What is KiwiSaver?KiwiSaver is a voluntary, work-based savings initiative in New Zealand that helps save for retirement. With a range of benefits, it's an easy way to plan for your future.
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How do I choose the right KiwiSaver fund?Choosing the right fund depends on various factors like your age, investment goals, and risk tolerance. Aim Financial can provide personalised advice to help you select the fund that best suits your needs.
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Can I use my KiwiSaver funds to purchase my first home?Yes, KiwiSaver can be used towards buying your first home. There are certain conditions to meet, and Aim Financial can guide you through the process to ensure you maximise the benefits available.
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What are the benefits of contributing to KiwiSaver?Benefits include employer contributions, government contributions, and the potential to use your savings to buy your first home. Aim Financial can help you understand how to make the most of these benefits.
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How often should I review my KiwiSaver investment?It's recommended to review your investment regularly, especially when your financial situation changes. Aim Financial offers reviews to ensure your KiwiSaver investment aligns with your current life stage.