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Helping Kiwis achieve financial wellbeing.

Who we are

We are here to help shine a light on your current financial situation and demystify the process of achieving financial independence. Planning for your retirement is an ongoing journey, and we believe a client is for life.

With the help of our team and advice from our panel of Authorised Financial Advisers , we will together enable and empower you to take the steps that will take you towards your goals.

At Home Advantage we approach everything that we do with passion, professionalism and integrity. We are wholeheartedly committed to helping our clients realise their dreams through our 3-step process.

Our Services

Financial planning and Advice

Property Investment

Retirement Planning

Cashflow Mastery

Most of us fail to plan sufficiently for retirement.

Planning seems too difficult, not important right now, something we can’t afford, and retirement seems far away. But will superannuation and retirement scheme payments be adequate to support the lifestyle you would like for your retirement?

It is no secret that many Kiwi’s are not adequately prepared for their retirement, with many living ‘no-frills’,reliant on Superannuation. Have you thought about your options for the future?

It is a great travesty that over 85 % of Kiwis are not sorted financially in retirement.

We are often asked when is the best time to start planning for retirement? Our answer is it is never too early, but it is also never too late. 

The first, and most important step you can take is to speak to an experienced professional who can help you plan, take action and offer ongoing support.

With access to an expert team of financial planning professionals and the skills to source suitable investment property, Home Advantage are here to guide you towards the retirement you deserve.

The way to the financial future you want is through astute financial planning that is custom-designed for your circumstances.

Our expert consultants and adviser partners can coach you through the process, explain your options and opportunities, and help you come up with a sustainable plan that works with your life as it is now.

Helping Our Clients Succeed Financially

HOME ADVANTAGE

ENABLING KIWIS TO ACHIEVE FINANCIAL FREEDOM

Did you know that 85% of Kiwis don’t plan adequately for retirement?

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