Charting your course to financial success: The benefits of using a CFP

In today's complex and ever-changing financial landscape, navigating investment decisions can sometimes feel a bit like sailing through uncharted waters – dodging financial storms and treacherous currents…

That’s exactly where a CERTIFIED FINANCIAL PLANNER (CFP^CM) comes in handy as your trusted guide to help you through the unpredictable waves toward financial security and well-being.

Here's how a (CFP^CM) can be your lifeline, keeping you buoyant, steering you in the right direction, and ensuring smooth sailing towards financial success and living your best life...

1. A trusted guide with credentials and experience: The (CFP^CM) certification is the gold standard in financial planning and is considered the most trusted standard of excellence globally. Rigorous education, training, and the highest ethical standards, combined with a commitment to acting in your best interests, ensures transparency and unbiased advice. Put simply, your financial goals will be in capable hands empowering you to make confident financial decisions.
2. Advice personalised to your unique goals and circumstances: Your investment plan will be customised to your financial situation with appropriate asset allocation, well thought out diversification, and risk management - all backed by in-depth research.
3. Long-term partnership with ongoing advice: Investing is a journey, not a destination. We focus on your long-term plans and offer ongoing support and guidance as your financial needs evolve and change.

Meet Richard Grimes - our CERTIFIED FINANCIAL PLANNER (CFP^CM)
Richard specialises in investment advice and has been advising clients for the last 16 years. He is experienced and qualified to advise you on a wide range of NZ shares, international shares, fixed interest, and property and infrastructure investments.

The first step on your journey is to meet with Richard. You will learn more about how we can help and then decide if we are the right people to look after your hard-earned capital.