Financial planning is a process, not a product. It is the long-term method of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life. In order to create a sound financial plan, goals must first be established. Data is then gathered to analyse and evaluate your financial status. Once complete, your plan can be developed and implemented. Monitoring the plan on an ongoing basis is essential in order to make necessary adjustments to reach your goals.
SHARE is a New Zealand based network of financial advisers with a common brand, systems and processes. They are unique amongst the adviser networks because SHARE is owned equally by its adviser shareholders, managed by a CEO and governed by an elected Board of advisers. Their focus is to provide a client-centric network that offers a range of relevant and compliant financial advice on insurance, investments and mortgages, and they also take the time to understand the needs and goals of individuals and businesses, so they can tailor a solution for your unique circumstances.
SHARE are more than just a leading professional advisory company because they partner with their clients on their journey to secure financial health and wellbeing. Simply put, you want to invest in order to create wealth. It's relatively painless, and the rewards are plentiful. By investing your money now, you'll have a lot more money for things like retirement, education, so whether you're starting from scratch or have a few thousand dollars saved, the SHARE advisers will help get you going on the road to financial wellbeing.
With an excess of $300 million in client funds under management and nearly 1600 years’ combined experience in their field, SHARE Financial Advisers can provide tailored investment advice to you. They use their extensive knowledge and experience, combined with their research resources, to develop a robust and dependable solution just for you, so for more information on life insurance New Zealand, financial advisers NZ, Kiwisaver providers and retirement planning please go to http://www.sharenz.com/ .