Our financial advice covers:-
Impartial Financial advice
KiwiSaver and Retirement Planning
Investment Management of lump- sums
Personal Insurance Protection
WHY PAPWORTH FINANCIAL ADVISERS?
WE LISTEN AND UNDERSTAND
We take the time to find out exactly what is most important to you: your life aspirations, motivations, needs and wants. Only then do we craft a personalised solution. We continue to consult and to understand any changing goals: this is a long-term partnership based on mutual trust.
WE OPERATE WITH PROFESSIONAL CARE
Our investment strategy is evidence-based. We invest carefully, and wisely, for the longer term, basing our solution on well-established facts.
We work alongside the best external specialists to ensure we offer you the most up-to-date, first class network of knowledge. We can also work alongside your own professionals for seamless management of your financial needs.
STRATEGIC FINANCIAL ADVICE
Our service includes financial strategies that cover spending, insurance protection, saving and investments, both before and after retirement. Clients have no obligation to use our other services once they have been provided with strategic financial advice.
WE OFFER ADVICE WITH IMPARTIAL CLARITY
We have no conflicts of interest when it comes to your investments. No-one else pays us to tell you where you should invest your money, so we are able to provide highly tailored solutions.
Developing an investment portfolio can be a highly personal decision for investors, especially as we become increasingly aware of how business practices may affect the environment and impact on future generations. We can help and advise on this emerging area of investment.
21 Brownston Street, Wanaka, Otago 9305, New Zealand