Need advice on savings & insurance plans?

 

 

We have the experienced staff to help you.

 

Contact us

 

     
Savings Icon, On Track Financial Planning, 106 George street, Dunedin Central, 9016, 0800 435 464

SAVINGS

Be it saving for a car, boat or first home, kids education or how to structure your KiwiSaver, we can show you how. 

INSURANCE

Insurance is a critical component of a financial plan. We will help you find the appropriate insurance for your time of life. 

Retirement Icon, On Track Financial Planning, 106 George street, Dunedin Central, 9016, 0800 435 464

INVESTING & RETIREMENT

After discussing your investment goals and what you want to achieve, we structure a plan to meet those goals.

WE KNOW THINGS THAT MOST PEOPLE SIMPLY DO NOT KNOW ABOUT MONEY AND RISK

Going through life hoping it will work out is a real risk, we know ‘stuff that most people don’t so our job is to educate, inform and show you how to make smart financial decisions and choices. Be it setting up a KiwiSaver that is right for your stage in life, understanding how your health, life or income insurance should work or how to make the most of your hard earned retirement savings, we help you make good decisions that you understand from the get go. 

 - OUR SIMPLE CLIENT FOCUSSED PROCESS -

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Understand what you want to achieve with our help

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Gather and collect a bunch of information

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Analyse the information and prepare recommendation

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Discuss and implement recommendations on acceptance

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Maintain the conversation

THE FINANCIAL WIZARDS
 - IN OUR TEAM -

JAMES KING

Authorised Financial Adviser (FSP 100304 )

LYN MACKAY

Office Manager

James King is an Authorised Financial Adviser (FSP 100304 ) he has been in the risk management, investment and lending business for 30 years. His experience, knowledge and completed study ensures the clients get only the best quality advice in all areas of Financial Planning.

James maintains his Authorisation by undertaking additional study, professional development courses and conferences that enable his clients to get the best advice and outcomes possible. On Track Financial Planning choses to be part of a wider dealer organisation that provide ongoing compliance and regulatory support, an independent auditing process around Best Practice together with product  support not freely offered to just anyone..

Lyn has worked for James for over 4 years now and is well-versed in the needs of clients seeking information or wanting to make changes to their policies or investments. 

Having worked in the industry for more than 20 years, she is familiar and well known to the fund managers and insurers, and can deal quickly and effectively with any queries clients bring to her. 

Married to Steven, with three grown up children, Lyn is active in Athletics in Otago both competing and administration as well as being kept busy out on their Taieri lifestyle block.

Feel free to give us a call if you have any queries.

phone

0800 435 464