Wealth Works provide a full range of financial services under the one roof – saving you time, money and stress.
Services include: mortgages, insurance, Kiwisaver, investment advice, residential property, retirement planning, financial planning. Wealth Works specialty is its’ full financial plan which incorporates advice on all of the above areas plus more to give you a holistic and personal financial plan. It’s comprehensive, easy and simple to understand.
Your personal financial plan allows you to clearly see the goals you are working towards and assess your progress over the years. Your strategy isn’t set in stone. As your life and financial position changes, so will your goals and your financial strategy plan. Your personal financial plan will be reviewed and updated on at least an annual basis to meet those changes and make sure you stay on track towards your goals.
Wealth Works keep up to date with changes in the economy and industry so that you receive the most relevant advice that helps you to make the right decisions. Each member of the team spends an average of 6 hours every week on continuing education and attending relevant market update announcements and conferences.
Wealth Works motto: “We treat our client’s goals, concerns and objectives as though they were our own.”