At Searells, we are often approached by clients seeking guidance, not just with their business affairs but also their personal financial position.
We are excited to announce, through our affiliation with the Professional Advisory Network (PAN) and with the establishment of Searells Financial Services Ltd, we now have the capability to provide personal financial advice alongside our existing accounting service. Being a member of New Zealand’s largest accounting advisory network, PAN, gives us access to proven, reliable financial advisory processes and to work in conjunction with leading local and international financial organisations.
Central to the PAN process is the ability to develop future cash flow models that help us measure the impact of your investment and expenditure decisions upon your likely future financial situation. In the illustration to the right, for example, the dark green bar represents the first year in retirement – the bars to the left represent the working years pre-retirement, with the bars to the right the anticipated years in retirement.
In essence, it’s all about helping you make informed decisions - taking the guesswork out of investment, expenditure and savings decisions.We are convinced that this approach will provide you with a more objective, professional and trustworthy basis for personal financial and investment advice. By providing this single professional resource for managing business and personal financial services we know that you, our clients, can be even better positioned to create both business and personal wealth.
The PAN network also provide us with a series of market commentaries and updates.
PAN was started by New Zealand Funds Management Limited and is supported by New Zealand Funds. NZ Funds have the analysts and experts providing you with the expertise giving you the confidence that your interests are our concern.
From time to time, PAN publish articles to help explain markets, understand investments and provide understanding to their clients on investment themes and strategies. Below are examples of some recent articles.
We are enthusiastic about the continued opportunities this service enables us to offer.
I have written this newsletter for general information only and it remains my opinion. I have made every effort to ensure accuracy. I recommend that readers seek advice prior to acting in reliance on any of the matters discussed in this newsletter. Neither the Searells Financial Services Limited nor any person involved in the production of this newsletter accepts any liability for any loss, damage whatsoever that may directly or indirectly result from any opinion, information, representation or omission, whether negligent, or otherwise, contained in this newsletter.
* * A copy of my Adviser Disclosure is available free of charge upon request. * *
