Investment Matters

Investment Matters assists you with financial decisions and aspirations. Everyone can benefit from a financial strategy that is based on personalised analysis and research, forecasting your progress over the long-term. You need to be proactively planning for the future. Investment Matters 'Financial Life Mapping' sessions are a comprehensive exploration of your current financial landscape and future goals. We delve into specific areas such as: KiwiSaver Analysis: Are you meeting with a financial adviser each year as part of your KiwiSaver fees you already pay? This is offered through Investment Matters with a full analysis of all providers to best suit your needs and timeframe until retirement when you start to draw down from these savings. Property Planning: Assessing the impact of property decisions on your overall financial picture. Strategizing for home purchases, renovations, and optimizing investment properties. Life and Family Planning: Planning for the financial aspects of raising a family. Anticipating the costs and allocating resources for education, health, and lifestyle changes. Retirement Strategy: Ensuring a comfortable and secure retirement through meticulous planning. Maximizing returns on investments and safeguarding your financial independence. Why Choose Investment Matters: Personalisation: Tailored strategies based on your unique circumstances and goals. Expert Analysis: In-depth research and analysis to forecast your financial journey. Long-Term Focus: Strategies designed to withstand the test of time, adapting to life's changes. Ready to protect your progress and make informed financial decisions? Schedule a 'Financial Life Mapping' session with us today. Let's explore the possibilities and create a roadmap that aligns with your aspirations. Think ahead. Protect your progress. Make better decisions.