At THE BROKERS we place ourselves in our client’s shoes to offer financial advice that we would feel is the best available using our combined 40+ years of experience.
We can work with the full range of banks and other providers of finance products.
The best financial structure to minimize interest cost and risk is put in place and carefully explained to our clients to use debt wisely.
We also review and put in place Life, health, and income protection insurance plans to cover the family’s financial risks. These are planned to remain affordable as you get older and the related risks increase. You can never insure once things go wrong!
We are experienced business managers in our own right and can share this experience and the products from a range of providers to provide finance and risk protection cover for the business, staff, and shareholders.
Investment planning and education is a specialty of ours.
Intergenerational wealth planning is a must to protect you and your family in an increasingly uncertain world.
We can run educational financial knowledge seminars for families, business partners, or groups. These cover :
-The history of money.
-Various investment options to create lasting wealth.
-Explain the advantages & disadvantages of differing investments.
-The future of money.
-How best to structure your investments using a family approach.
Lee has approximately 20 years lending experience with a range of different banks here in NZ and Australia. I am qualified as a Registered Financial Adviser and take a lot of pride in looking after my customers.