Free Consultation
Financial Plan
The way to the financial future you seek is through a proven and step-by-step financial planning process that is custom-designed to your circumstances.
With access to a team of top advisers and specialists, you will also be provided with a personal consultant who can take 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.
60-90 min, in-home or online
During this consultation, we help you review your current position and articulate your goals. This provides us with a basis to assess your status and create an appropriate plan to get you started on your pathway.
We have had the privilege of conducting over 1,400 such consultations in the past ten years.
85% of people who complete this initial assessment decide to improve their financial position with our help. That’s 1,200 Kiwi families and individuals who created momentum towards their goals.
Based on the information we get from the initial consultation, one of our experienced financial advisers will analyse your financial position. Using the latest software, our adviser will determine the most appropriate pathway for you to take towards achieving your goals. They will then draft your Personalised Financial Plan (PFP), custom-designed for you.
The PFP will include an assessment of your current financial position, identification of any gaps and opportunities to improve, and a set of recommendations.
Our Financial Adviser will present this plan to you, usually within a week post the initial consultation. Following any modifications (if required), you will have a blueprint and road map of how to achieve your goals.
With this in hand, you can go forth with confidence in the pursuit of achieving financial independence at, or prior to, retirement.
Knowledge x Action = Results.
Once we present you with your Personalised Financial Plan, it becomes equally important for you to take inspired and informed action towards achieving your goals.
Home Advantage has developed a strong implementation capability that helps our clients take these actions – one step at a time.
This creates vital momentum, which can help you achieve financial independence faster.
We liken the initial stages of implementation to taking off on a commercial flight:
It takes full power and thrust for a fully loaded aircraft to overcome gravity and friction. Once you reach cruising altitude, you can remove your seatbelt and relax. From here, you only need small corrections to stay on course.
Let Home Advantage help you soar towards your intended destination.
In-home financial consultations
Retention from initial consult