Personalised Financial Planning
Our other personalised services
Our Personalised Financial Planning Service is very much like working with a personal fitness trainer. We work with you on an ongoing basis to help you achieve your financial objectives. We put in place your very own financial dashboard to quantify your objectives and we track your progress over time through ongoing assessments and feedback.
Over the past 20 years our Personalised Financial Planning service has helped ordinary hard working Kiwi’s achieve financial outcomes far beyond their expectations.
​
We love celebrating our client’s successes!
Rated 5 out of 5 by our happy clients
“I found the whole experience highly valuable and is enabling me to go forward with some clarity. It will discipline me to be more aware of my expenditure. I am very grateful to you Ben and I am giving you a 5.0.”
“Most definitely a 5. We've been procrastinating for years.”
“Quite honestly a 5, highly valuable.”
“Thanks so much for the assessment. Very Helpful. Will rate the service a 5.”
“It's a 5 out of 5 from me the service and advice you offered were great and easy to understand, it made my choices clear and put me at ease with my future plans.”
“5 stars Ben Reed's advice service has been highly valuable to me. Ben presented me with the pros and cons of continuing with my existing plan, and a suitable replacement option.”
“5 Highly valuable Comments always prompt, helpful. Explained in simple terms for lay people like me to understand.”