Tailorednz takes a comprehensive approach to wealth and risk management. Like a strategic game of chess, we consider the positions and capabilities of each piece on the board and are capable of thinking several moves ahead. It’s an approach that allows us to identify and understand precisely what’s important to you. It’s an approach that delivers advice tailored to you and your circumstances. Each client receives a plan suited to their goals, cash flow needs and risk tolerance. The advice we provide is actionable and makes sense. Our solutions reflect industry best practice – so they more than meet not only today’s legal obligations but tomorrow’s.
What this means for you is that you can relax. Our process will help you put your whole financial house in order. And we’ll help you keep it that way, regularly reviewing your risk and rebalancing your portfolio when needed.
Tailored solutions to help you manage your financial affairs including Estate Planning; Wealth Management & Protection; Succession Planning; including ACC.
Tailored solutions that will protect your assets and allow you to both enjoy your retirement and pass on your wealth to future generations.
Tailored solutions to help you achieve your goals and ensure your wealth is securely insulated.
Key person risk assessment
Tailored assessment of the risk of losing people key to the success of your business and the insurance solutions available to offset your potential loss.
Life, disability and medical insurance advice
Tailored indepth assessment of your actual risks so that you don’t waste time and money insuring risks of low significance.
Estate planning strategies
Tailored solutions to help you preserve your wealth and pass it on to the beneficiaries you choose, in the way you choose.
Tailored wealth transfer and succession plans that minimise gift, estate and inheritance taxes, and ensure value for future generations.
Charitable Investment Programme
The Gift Trust offers a flexible, simple and tax smart service to meet your charitable giving goals. Watch Video
Talk to us today about how you can build your wealth and protect your future.