Become an Employer of Choice
It is important to be seen to take care of your employees’ financial future. Attracting and retaining quality staff is important to the success of your business. We can design, implement and manage the right employee benefits program to suit your business and combined with an effective communication strategy, promote you as an Employer of Choice.
Being an Employer of Choice means that your most talented staff stay with you throughout their career because you offer an attractive employee benefits program.
We turn your super obligation into a genuine employee benefit, with time saving and cost reducing benefits to the employer.
Group Fund Benefits
We are able to use the scale of your business to provide insurance products to your employees, which would normally cost significantly more if purchased individually.
By having a group company Superannuation fund, your employees benefit from group discount rates on fees and insurances. This means members pay a lot less than you would pay in a personal or individual plan.
Individually tailored holistic advice
The Personal Advice Services Team looks after clients by providing advice around financial well-being. From wealth creation, preservation and through to transfer, the team can provide strategic advice and implement the best solution without being tied to any one provider.
We provide specialist advice in the areas of tax effective investment planning, wealth accumulation strategies, superannuation (including Self-Managed Superannuation Funds), retirement planning and risk management strategies. We also specialise in asset protection and estate planning.
It is our role to ensure the optimal structure is established for you. We can help you plan for your goals and lifestyle milestones, manage your investments and review your progress.
Having a trusted Adviser is just the beginning
Investment & Superannuation portfolios exceeding $1 million have specific needs. We offer our clients the potential for much broader investment, tax and administration advice.
Our clients experience a high level of holistic advice in the areas of Investment, Superannuation, Insurance, Asset Protection and Estate Planning. Our team will ensure all aspects of our clients affairs are considered when providing advice including Tax Implications, Retirement Planning and Banking requirements.
Creating Control and Certainty
We provide specialist life risk facilitation and advice services to protect the assets, revenue and ownership of a business in the event that a Key Person dies, suffers a permanent disability or is diagnosed with a critical illness.
The key to good executive risk management is making sure the right amount of money goes to the right person at the right time. As facilitators, we will work closely with your team of advisers (accountants, lawyers, etc.) to project manage a business protection and succession plan specifically tailored to your organisation.
KiwiSaver and Group Insurance
We provide a transparent and integrated employee benefits service to New Zealanders; specialising in the areas of KiwiSaver and group insurance arrangements. We also provide risk insurance services for executives and individuals.
We assist individuals in the management of KiwiSaver retirement benefits, the transfer of superannuation between Australia and New Zealand and lost super searches in Australia on your behalf. We have been facilitating Trans-Tasman Portability (TTP) transfers since the legislation’s inception, making us one of the most experienced firms at TTP transfers in the New Zealand. We have helped numerous clients, regain control of thousands of their dollars and successfully transfer them to a KiwiSaver plan.