What we do
At Common Sense Financial Planning, our approach is to help you and your family understand what is most important. When we have a conversation with you, we focus on understanding how you see your wealth contributing meaning and happiness to your life. We find that families stay better connected when they see their wealth and values aligned, and by doing so, each can simplify the process to reaching their long-term financial objectives.
Our advice process gives us an understanding of where you are today, where you wish to be and then together we make a plan to best fill the gaps along the journey.
Our services fall into three broad categories outlined below. The chances are, you will need aspects of each over time and won't fit neatly in any of them - which doesn't concern us. We're far more interested in how we can help you and your family achieve whatever is most important to you.
Our advice process gives us an understanding of where you are today, where you wish to be and then together we make a plan to best fill the gaps along the journey.
Our services fall into three broad categories outlined below. The chances are, you will need aspects of each over time and won't fit neatly in any of them - which doesn't concern us. We're far more interested in how we can help you and your family achieve whatever is most important to you.
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Plan
Advice for the real world
We know that any financial planning decisions rarely take place in a vacuum. Like most of our clients when building a plan, you need to consider all manner of other issues including tax, legacy issues and legal consequences. That requires a real commitment to collaboration which is unfortunately all too rare. We see true wealth management as so much more than just investment management. We see it as the combination of;
We also have our own network to ensure we can find an expert to help you resolve any issue with financial implications you encounter. |
Protect
Prepared for the unexpected
When planning for our clients one of the major considerations is what if:
At Common Sense Financial Planning, we like to understand our clients, their goals and dreams and then discuss how we can protect you and your family should a situation like the above occur. When considering personal or business insurances there are a range of insurance companies and products, we are absolutely committed to providing you with a solution that meets your needs and budget. We are not tied or contracted to any one company, we will find the best solution to protect you and your family. When working with Common Sense Financial Planning you can expect to receive regular ongoing reviews and as much help and assistance you and your family need when it comes time to making a claim. |
Invest
Everything we do is based on evidence, not opinions or speculation
Whether it be KiwiSaver, a tertiary savings fund or an investment portfolio the foundation of our approach is based on decades of academic research on the optimal way to build investment portfolios, which has a compelling track record of success. Most clients initially come to us to address the question - will my financial resources enable me to live the life I want to live? To do this we build an investment strategy for you once we understand how to tailor the following three pillars of portfolio construction specifically for you:
We have a range of investment solutions which are tailored to our clients goals and dreams. |
To talk to one of our advisers today please contact us
