Thinking about your financial future?

The benefits of using a CERTIFIED FINANCIAL PLANNER (CFP^CM)
So, you're at that stage where you're thinking about your financial future, planning for retirement or perhaps you’ve already traded the 9-to-5 for a bit of R&R. It's a pretty exciting time, but also one where your financial decisions matter a whole lot.

That's where a CERTIFIED FINANCIAL PLANNER (CFP^CM) can come in handy as your trusted guide, helping you to navigate the road ahead to financial security and well-being.

So, what is a CERTIFIED FINANCIAL PLANNER (CFP^CM)?
The CFP^CM mark represents the highest achievement within the financial planning profession and is considered the most trusted standard of excellence globally. CFP^CM professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests for a more secure tomorrow. To find out more visit Financial Advice New Zealand.

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.

Why chose a CFP^CM

• Credentials and experience: When it comes to managing your finances, your CFP^CM is a knowledgeable expert. Achieving CFP^CM certification demonstrates commitment to the highest level of education and ethical standards in financial planning worldwide.
• Investment philosophy: When investing your money, your CFP^CM will focus on your long-term plans. The foundation for success is appropriate asset allocation, well thought out diversification, and risk management - all backed by in-depth research.
• Customised investment plan: Your CFP^CM investment plan will be customised to your financial situation and personality – conservative through to high growth and everything in between.
• Ongoing service and advice: To ensure success of your investment plan, your CFP^CM will monitor and review your portfolio regularly and meet with you to catch-up on your life situation as it changes and evolves.
• Peace of mind: Let’s face it, life is unpredictable and can throw some curveballs - even in retirement. Whether it's economic downturns or unexpected expenses, your CFP^CM will be by your side to help keep you on track and ensure you are living your best life.

Take the first step on your investment journey and book a meeting with Richard. You can learn more about how we can help and then decide whether we are the right people to look after your hard-earned capital.