The conundrum of financial freedom: How a CFP can piece together a clear achievable plan

In today's complex and ever-changing financial landscape, making investment decisions can sometimes feel like trying to solve a giant jigsaw puzzle without all the pieces…

With so many different options and choices, it’s easy to feel overwhelmed or uncertain about the best fit for your future… That’s where a CERTIFIED FINANCIAL PLANNER (CFP^CM) can help guide you towards financial security and well-being by piecing together a clear and achievable investment plan:

1. Transparent and unbiased guidance: Recognised globally for its commitment to excellence, the (CFP^CM) certification is the gold standard in financial planning. A (CFP^CM) brings a wealth of knowledge and experience to the table, with continuous education, rigorous training, and the highest ethical standards, combined with a commitment to acting in your best interests. With a (CFP^CM) on your side, you can trust that your financial goals are in capable hands and feel empowered to make informed decisions about your future.
2. Personalised advice that fits you: We take the time to get to know our clients on an individual basis. Your investment plan will be customised to your goals and financial situation with appropriate asset allocation, well considered diversification, and effective risk management - all backed by in-depth research.
3. A long-term partnership: Investing isn’t a one-off event, it’s a journey. It takes time and patience to stay on track and adapt to the challenges that life inevitably throws your way. 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)
With 16 years of experience, Richard specialises in investment advice and is qualified to advise you on a wide range of options including NZ shares, international shares, fixed interest, and infrastructure investments.

The first step on your journey is to meet with Richard. You’ll learn about how he can help you find all the right pieces to build a secure financial future. Then, you decide if we are the right team to safeguard your hard-earned capital.