Doubtful that anyone can help them while keeping the solutions simple and affordable.
I can help with this - just take a minute to read the following and then look around the website.
Honesty An honest appraisal of your strategy and current investments to help you sleep at night
Impartiality Making sure that solutions suit your investment strategy and are not driven by the commissions we make
Your choices Be informed - understand what investments you have and what they can do for your long term planning
Our Advice We are are focused on providing you with advice that suits your needs - not with products that meet ours!
How to select an advisor Here is a link to an article on Fundsource.co.nz which may assist you in selecting an advisor. Fundsource is an independent research site which we use to provide advice and while the article is now over 4 years old, it is as pertinent now as it was then.
The Principal, Sharon Wedlock, established the Financial Services arm in response to a growing demand from Searells' clients for professional, impartial and honest advice.
The Professional Advisory Network provides us with support and expertise. Together we ensure that the service provided to you is personalised and appropriate by ensuring we observe your timeframes, your risk profile and your objectives for your future.
* * A copy of my disclosure document is available free of charge upon request. * *
