Lets make sure you’re on the Right Track.
Thinking about life beyond work and managing that lifestyle financially can be a daunting prospect, and no doubt you’ve had varied advice along the way.
If you’re ready to take a more thorough review of your financial position, take advantage of our free Right Track Review. How does it work? Our Right Track Review allows you to benefit from an expert, independent second opinion on the plans and measures you have in place. We’ll tell you what’s good or what could be working better for you – all with no strings attached!
If you’re ready to get the most out of life beyond work, get in touch and ask usabout our Right Track Review today.
New thinking. Straight talking.
At Tailorednz, we welcome you to a new way of thinking about wealth management. We respect the hard work you’ve invested to earn your money. We see our job as working with you to ensure your financial affairs are sorted and well protected. It’s about you having the confidence and freedom to get on with living your life – today and tomorrow. It’s your money. It’s your future. You can’t afford to leave either to chance. But neither can you afford to trust financial advisers whose investment approach is typically more casino than sound wealth planning and management. The casino approach to wealth isn’t us, and it’s one we’re more than happy to cut ties with.
“Our job is to insulate you from financial impacts through indepth analysis of your situation.” - Steven Radich
We’re a lean firm with some big ideas; ideas that have shaped our approach and built our clients’ wealth. Find out how we integrate our ideas and values into financial planning and risk management for you.
No need to take our word…
I value Tailorednz’s willingness to listen intently to my investment dreams, and they did their utmost to implement the best options available – all while keeping the highest benefits long term in mind. They keep me informed on the progress of my portfolio and the efficiency with which the team operates is impressive. Tailorednz showed that they have my best interests in mind, going to great lengths to get it right for me. They constantly checked that they had heard what I intended and decoded correctly everything I instructed and more. Throughout I was kept up to speed with detailed explanations of the how, why and what behind the investment, in user-friendly terms that I could understand
We like that Tailorednz come to your home and personally discuss options – the real-life risks and the cover you actually need. They don’t go overboard. They’re never ‘pushy’. They keep it simple, but give basic examples that we can understand. For our situation, Tailorednz compared our costs associated with ACC versus ACC cover plus extra through private insurance. Though we pay about the same as before, we now have much better, more personalised cover that is specific to us. Tailorednz set us up with a cost-effective cover should a tragedy occur, and we’re assured that they will take care of all the paperwork if we ever need the cover. We 100% trust their knowledge and input and are a support we can instantly turn to for advice.
Mark and Jamie