Home Advantage was created to help every day Kiwis improve their financial wellbeing and set out on a pathway towards financial independence at, or prior to retirement.
It is a great travesty that 85 % of Kiwis are not sorted at retirement.
Our team of experienced financial advisers, and personal finance specialists will work behind the scenes for our clients, once we have understood your current financial position and your goals. Our team includes client- centric Financial Advisers, Accountants, Solicitors, Property Specialists and Wealth Creation Coaches.
Our people, processes and expert financial advice & guidance make it easy for you to start on the wealth creation pathway that will lead to improvements in your financial position, setting you up for a secure future.
We are able to quickly turn things around and get you on the right pathway by helping you ascertain your current position and articulate your goals. This becomes the basis for developing a personalised plan with clear and easy to understand steps.
Once we have created a personalised financial plan that meets your brief and requirements, it is then time for our Implementation Team to help you roll out your plan.
Knowledge x Action = Positive Results
Why Choose Us?
- We are a 100% Kiwi owned and operated company.
- We provide personalised and 1:1 attention for each and every one of our clients.
- We offer a complimentary and obligation free financial assessment and evaluation.
- We have a very reasonable `success-based’ fee structure.
- We have developed a proven and clear step-by-step process to help you achieve your personal financial goals.
- You will be able to access our team of experienced financial advisers, planning and implementation specialists.
- We have conducted over 1,000 In-home consultations successfully.
