Our Approach
Personal advice that’s all about you, not us…
There are many insurance, investment, and superannuation options available in New Zealand. So much so that it’s easy to become confused about what’s best for now whilst still giving you flexibility as you move forward into the future. That’s where we, as non-aligned financial advisors can help you get things sorted. Whether you’re single or married; have children, grandchildren or no children at all; are a business owner, farmer, or an employee; we have the expertise to provide you with specific, personalised advice.
Our Process
Our Six Step Advice Process is designed to help us help you. We start by getting to know the things that are important to you. Whether you’re just starting out, or have been round the clock a few times, our financial advisors are here to help you at whatever life stage you’re at.
- Meet with you and establish our relationship.
- Determine your Goals and Objectives.
- Identify your current situation and potential risk/opportunities.
- Develop and recommend strategies.
- Assist you with implementing recommended strategies.
- Review and revise strategies on a periodic basis.
Money and Wellbeing
Contact Us
Unit 5, Level 1, Parkside Plaza
333 Harewood Road
Bishopdale
Christchurch
8053
PO Box 20335
Bishopdale
Christchurch
8543
Tel: 03 360 2001
Email: admin@arkfg.co.nz
