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Nick is an independent financial adviser specialising in investment and KiwiSaver advice, retirement planning, and general personal finance.
After being a train wreck with money in his early 20’s, he learnt many hard lessons. It was through these challenging times that he became interested in how to better his life through being smarter with money. He wanted to free himself from money stresses, and instead turn his money into a source of freedom. Having achieved that, he now wants to help others do the same. Nick became a financial adviser in 2018 to make this happen. He now works with a wide range of clients from many walks of life.
Nick is an independent financial adviser, so he doesn’t work on commission, this means he’s able to explore a wide range of options for his clients. Ranging from best-in-class investment plans, to helping his clients achieve their work and retirement goals (be that sabbaticals), semi retirements, early retirements, or more traditional retirements. His investment plans are as much life planning as they are financial planning.
Nick is now fast approaching semi-retirement in his mid-40’s. Apart from some financial advice, he plans on spending his days doing what he loves the most, spending time with his wife and their two young kids, along with some volunteering, sport and leisure, and travel.
So, if you want help converting your money to freedom, then get in touch with Nick.
Bill has been navigating the ups and downs of the financial world since 1997 and has always been able to come up with the best solutions for his clients. Bill is a keen observer and decision-maker with a focus on the needs of his clients. His clients are his priority and his personal commitments are second. He has learned all the loopholes and tricks to get the businesses and assets of his clients set up and assorted well.
During 30 years, Bill has made several changes in his services to match the needs of his clients. Whenever he meets new people he assesses their needs and expectations from their finances, he keeps taking notes to perform his duties better and implements them for others as well. Bill specializes in the field of investment planning techniques and top-notch customer service. He believes in making the right financial decisions at the right times on behalf of the clients. He does his work with utmost dedication and due diligence.
His financial consultancy is enriched with industrial experience and standards set by his long years of ordeals. Bill chooses only credible sources and options for investment with adequately formulated, managed, resourced ideas to provide his clients with nothing but the best. Not only does Bill have complete command of financial and investment advice, but he also takes into consideration the legal and judiciary outcomes and proceedings on a project so he will be able to help his clients with that as well.
When you’re searching for a financial advisor in Whangarei, 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 Whangarei?”. Locating a good financial advisor can be challenging, but it’s not hard.
Here is how to find a good financial adviser in Whangarei:
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 Whangarei 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 Whangarei residents hold in high regard.
Before you begin the process of locating a Whangarei finance adviser, you want to be sure the advisor you choose is right for you. All of our Whangarei 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 Whangarei 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.
