Our Services

Financial Planning and Advise
Property Investment
Retirement Planning
Cashflow Mastery

YOUR PERSONALISED FINANCIAL IMPROVEMENT PLAN

Most of us fail to plan sufficiently for retirement. Planning seems too difficult, not important right now, something that we just can’t afford; and retirement seems far away. This apathy towards financial planning is the reason why 85% of Kiwis are not financially sorted in retirement. Superannuation is simply deemed inadequate to live a comfortable secure life.

Planning For a Better Financial Future

The way to the financial future you seek, is through a 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.

To build your unique, personal financial plan and set you on the path to financial freedom, Home Advantage will guide you through our tried and tested 3 step process:

‘Take the First Step’  and book an advisor for your Complimentary In-Home Consultation.

As we stress to our clients, if you truly want to achieve financial independence, the time to start planning is now. Let us help you by providing pressure-free advice that focuses on your individual goals and your current financial situation. Our plans balance your short, medium, and long-term needs to ensure you are working towards financial freedom both now and in the future.

We Are More Than Just A Planning Service

Knowledge without inspired action is ineffective. Action without expertise and understanding can be misguided. That is why we ensure we provide holistic advice and support that helps our clients take informed actions, once we have developed a personalised financial plan for you. This is done through a team of reputable and industry-leading panel specialists, including financial advisers, solicitors, accountants and investment specialists. We are also equally happy to work with your team, should you have this in place. The idea is to help you take the necessary step-by-step actions that will forge a pathway to your goals.

BOOK YOUR FREE CONSULTATION NOW!

Helping kiwis take action towards achieving financial freedom