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Kristy is not just an exceptional and top-notch financial advisor, but also a perfect human being with top-notch morals and standards. She is a Chartered Accountant and also a Certified and Authorised Financial Planner (CFP). She has been in the field of financial services and consultancy for almost 15 years and before that, she was connected to Accounting services and jobs. Kristy loves realizing her clients’ dreams into reality to get them hopeful about their futures so they can spend their lives easily. She is direct and targeted in her approach without using unnecessary jargon to sound extra genius. She likes to stay simple yet professional to not make her clients feel undermined or inferior in any way. She will help her clients understand the basics of the process despite their background and understanding of the subject matter. She tries her best to make it easy to execute and simple to understand methods and processes.
With one and half decades of experience in the field, she understands her client’s needs better than themselves. She makes them complacent about their choices by putting forth all of the possible outcomes of their financial decisions. This helps her clients see a clear picture of their financial futures. In addition to the wonderful person that she is already, she is also a founding member and holds an important position in 3 keys and she is a member of Financial Advice New Zealand. Kristy lives with her family on the farm to enjoy the simple life and get the best of all the natural facilities nature has to offer.
When you’re searching for a financial advisor in Palmerston North, you may be wondering where to begin your search. More often than not, most people often ask “how do I find a good financial advisor in Palmerston North?”. Locating a good financial advisor can be challenging, but it’s not hard.
Here is how to find a good financial adviser in Palmerston North:
Even with the use of referrals and association websites, all the hard work is still going to come from your end. This means you’ll have to interview and research the Palmerston North financial advisor to ensure they’re the best fit for your needs. There is an easier way to find a financial advisor: using Best Financial Advisors helps you mitigate most of the hard work. We provide curated lists of trusted and reputable financial advisors Palmerston North residents hold in high regard.
Before you begin the process of locating a Palmerston North finance adviser, you want to be sure the advisor you choose is right for you. All of our Palmerston North financial advisors are highly rated and carry a proven success rate. However, you may want an advisor who specialises in an area that’s custom-tailored to your goals.
Every financial advisor on Best Financial Advisors carries a wealth of experience and expertise. However, each advisor will likely have their own area of expertise — an aspect that they’re best suited for. If your goals are long-term, short-term, high-risk, or low-risk, you want to be sure the advisor you’re choosing is best for you. Best Financial Advisors helps you cut out the research phase of this stage by providing you with advisors and their listed specialties. Simply look at the adviser’s profile for the “best for” section to find an advisor that matches your needs.
All of our Palmerston North financial advisors are licensed, authorised, highly reputable. When we choose what financial advisers to provide to our customers, we go through a strict process of research that includes looking into an advisor’s success rate, track record, specialties, and more. Whatever your situation may be, we’re confident you will have no problem finding an adviser who fits your needs and can get the job done.
