We work with you to get a clear understanding of your lifestyle and how you are and want to be earning and spending your money, so that you can have confidence that any future financial planning is based on knowledge and built with a solid foundation.
Creating wealth in the four main areas of Investment: Managed Funds, Property, Business, and Speculative Investments.
A financial plan requires protection. We make sure that what is important to you is insured with the right level of cover, as well as reviewing this regularly to ensure your protection still matches your financial plan.
Financial Planning with a
SUBSCRIPTION BASED, SERVICE DRIVEN
Kauri Financial Planning works on a subscription based model for long-term financial planning. For $20+GST a fortnight, you will receive a personalised, collaborative, experience that aims to work towards your financial life goals.
A subscription allows you to be safe in the knowledge there is always an adviser available to you who knows your Financial Plan personally and has a vested interest in your financial prosperity.