Special Offer

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                         This is a free consultation to see if we can help you save money by re-     structuring your loans, insurances or asset ownership.

 

New Zealanders traditionally have a high level of personal borrowings, but most of us aren’t very good at managing them.  This often results in increased debt and a decreased ability to get ahead of it.

 

When was the last time you reviewed your mortgage or other loans?  Once a mortgage has been established most of us prefer to forget about it, only revisiting it when the fixed interest rate comes up for renewal, or when we need to top-up our bank account.

 

As with competitive consumer focused industry, products in the financial services sector change regularly.  To ensure you are utilising the best product, the best rates and the best structure you need to actively manage your debt.  Remember, it’s not in the bank’s best interests to assist you in paying off your debt faster!

 

Your NZINVEST free Christmas Financial Health Check includes:

· Thorough financial review of your assets and liabilities—and financial goals

· Review your mortgage structure with the goal of reducing your loan balance faster

· Recommendations for debt reduction and/or consolidation to reduce outgoings

· Risk analysis to identify products that will provide you with the best cover, for the best price

· Review of your investment strategy to enable you to meet your financial goals faster

· Tips for managing your finances more effectively resulting in improved cash flow

Most importantly our Financial Health Check is jargon-free, easy to understand, easy to implement and completely confidential.

 

Please contact me on (09) 966 5601 to arrange a viewing.

Yours sincerely,

Martyn Harries

 martyn Sig

Sales ManagerXmas Wishes Posit

NZINVEST

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