Finding your financial swing: How a CFP® can help you navigate your investment game

Making smart investment decisions can feel a lot like learning to play golf. You aim for success – in this case, financial freedom – but without expert guidance, every shot can feel like a gamble...…

A CERTIFIED FINANCIAL PLANNER (CFP^CM) is like your personal coach, helping you refine your swing, avoid hazards, and lay out a winning strategy to achieve your goals…

• Clear and expert guidance: Think of a (CFP^CM) as your seasoned golf pro. Recognised globally for their expertise, (CFP^CM) professionals bring top-notch training, rigorous education, and a commitment to act in your best interests. They’re like a coach who not only knows the rules but understands the nuances of the course. With a (CFP^CM) by your side, you can be confident that your financial game plan is in capable hands and tailored to your personal goals.
• A strategy made just for you: Your financial journey, like your golf game, is unique. A (CFP^CM) works closely with you to understand your goals and skill level, helping to create a customised game plan. This might mean diversifying your investments, managing risks, and strategically planning for the future—all backed by in-depth research and expertise. They’ll help you select the right "clubs" for every "shot," whether you’re focusing on growth, stability, or income.
• Long-term support to stay on course: A successful investment journey requires adaptability and patience. Much like progressing through each hole on a golf course, financial planning is a long-term game. With ongoing support, your (CFP^CM) helps you stay on course, adjust for life’s unexpected turns, and keep your focus on the end goal.

Meet Richard Grimes - our CERTIFIED FINANCIAL PLANNER (CFP^CM)
With over 16 years of experience, Richard offers expert guidance in a range of investment options including NZ shares, international shares, fixed interest, and infrastructure investments.

Take the first step toward mastering your financial game – schedule a consultation with Richard and see if our team is the right fit to guide your journey to financial security.