Creating Extraordinary Retirements

• Wealth Management
• KiwiSaver Assistance
• Retirement Planning

Creating Extraordinary Retirements

Welcome

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Planning & Protecting Your Best Future

Saving for Retirement

Helping you make smart financial decisions in line with the things that matter most to you.

Personal Advice

Reaching financial independence is the biggest goal most investors need to proactively plan for.

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Wealth Management

Our holistic advice means you’ll have a clear understanding of your goals which will drive the plan which the portfolio is designed to deliver on.

KiwiSaver Assistance

Get help understanding your KiwiSaver account so you can choose the right provider and fund to work towards your retirement savings goals.

Retirement Planning

Savvy Retirement Planning helps people find the comfort, confidence and knowledge to enjoy retirement without worrying about money.

SAVVY WEALTH ®
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Investing In Futures

Saving You Time
Saving You Money
Putting You First

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Taking you from where you are
to where you want to be

Our client journey is a collaborative and customised solution, tailored perfectly to your needs and circumstances. Below we have outlined the typical investment planning journey our clients take. We may add or combine some of the meetings described to tailor our services to your needs.

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Dieter Timmerman
Founder / Director 

The initial meeting is a chance for us to get to know each other. It’s at our expense and without obligation; it’s simply an opportunity for us to find out whether we can help you. It also gives you a chance to evaluate if we are the right firm for you.

If you’re happy to proceed, we will agree the cost of our advice, discuss our ongoing service propositions and complete our Client Agreement for the work agreed.

The aim of the second meeting is to establish you and your family’s financial goals and objectives, as well as any specific financial planning requirements you may have. We will ask pertinent questions relating to your current and future financial needs.

We will also gather all relevant personal information, including details of your existing finances, assets, liabilities, income and expenditure. Finally, we’ll establish your attitude and tolerance to investment risk.

We will then complete a comprehensive analysis of your existing finances. We’ll review and analyse all the information against your stated goals and objectives.

Next, we’ll complete research and analysis to identify appropriate financial solutions. As part of this process, we’ll create a Lifetime Financial Forecast of your wealth over your lifetime. This allows us to comprehensively stress test your situation and model various ‘what-if’ scenarios, using cashflow planning, to assess the potential impact of key events on your plans.

We will then organise a face-to-face meeting to explain, review and discuss your Lifetime Financial Forecast. Our recommendations will set out where you are now financially, what you would like to achieve and highlight any gaps that need to be filled to get to your goals.

You’ll have plenty of opportunity to ask any questions you may have. We will only proceed to the implementation stage when you are completely happy with the solutions we have recommended.

Once you have agreed with our recommendations, we will help you complete the relevant paperwork that comes with our recommended strategy.

We stay in touch to keep you up-to-date with our progress and ensure everything is implemented according to your wishes.

Typically, things will always change over time; whether it’s your own objectives, tax or legislation. Our experience shows that financial planning only works if you regularly review your circumstances.

Our ongoing service includes at least one annual face-to-face meeting with your Financial Planner, as well as regular reviews. We will continuously ensure you are on track to achieve your goals and ultimately enjoy an extraordinary retirement.

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Protecting Futures

Our Vision & Purpose

Excellent Track Record

14 years in financial services as a director & financial advisor looking after 400+ clients with $70m in investment assets with a focus to maintaining purchasing power, estate & legacy planning.

Transparency

From a clear service offering & fee structure to the use of top investment grade providers transparency for our clients is critical.

Investor Focus

For us our clients, their vision, goals, & aspirations are central. Our role is to facilitate the achievement of their goals by avoiding unnecessary risks & providing probability under uncertainty through evidence-based investing.

Global Network

Our affiliations through Financial Advice New Zealand, Triple A Advisers Association & Consilium NZ, grant access to global knowledge & expertise.

Investment Philosophy

Amateurs will focus to returns first; professionals will focus to risk. Therefore, our investment philosophy is Evidence Based Investing . . .

Kiwisaver Assistance

As part of our holistic retirement planning and wealth management services, we can review and recommend providers . . .

Wealth Management

We believe good wealth management & financial planning is about long-term relationships built on trust . . .

Retirement Planning

Let’s talk about how and when your retirement dreams will be funded and set a plan in motion to get there . . .

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