Where do you want to be in 3, 5
& or even 10 years?

 

 

Prepare for the future. Speak to an advisor.

 

Contact us

 

     
On Track Financial Planning, 106 George Street, Dunedin Central, New Zealand, 9016, 0800 435 464
bullseye

Investing & Retirement

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

On Track Financial Planning, 106 George Street, Dunedin Central, New Zealand, 9016, 0800 435 464 - 2
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Savings

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

On Track Financial Planning, 106 George Street, Dunedin Central, New Zealand, 9016, 0800 435 464
bullseye

Insurance

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

Your Savings

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

We show you how to get the most out of KiwiSaver, the right asset mix for your investment time frame and show you your expected “ cash out” value. We can also project how much you can expect to receive as an income when you retire.

Let us show you the value of advice around KiwiSaver and the value of a KiwiSaver partnership with an adviser, just because it’s on your banking app doesn’t mean it’s RIGHT !! 

On Track Financial Planning, 106 George Street, Dunedin Central, New Zealand, 9016, 0800 435 464
Anchor-Insurance-On-Track-Financial-Planning,-106-George-street,-Dunedin-Central,-9016,-0800-435-464

INSURANCE

We will help you find the appropriate insurance for your time of life, we will educate you about the different types of insurance such as, health, life , disability or income insurance. 

Insurance is a critical component of a financial plan and should not be a grudge purchase but should be understandable , affordable and protect your ability to save and what you have saved

We have research and tools to assess your current arrangements against the market, our recommendation is not a guess or feel, you will always see the research and reasons for our recommendation.

We are not obligated to one provider, there is choice across a number of NZs leading insurers . If you feel sold to, you probably haven’t been advised.

INVESTING & RETIREMENT PLANNING

After discussing your investment goals and what you want to achieve, we structure a plan to meet those goals, be it preserving capital for the next generation , generating income in retirement, accumulating wealth sensibly outside of KiwiSaver to enjoy later in life, we will share what we know with you to make the process uncomplicated, transparent and agreed.

Educating our clients to understand the investment types and why some work and some don’t, what investment risk is and how it can be managed through knowledge and understanding of different investments is key to our advice process.

On Track Financial Planning, 106 George Street, Dunedin Central, New Zealand, 9016, 0800 435 464
phone

0800 435 464

0800 837  7446