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Financial Advisory Services
These
services are tailored to you, your dreams, your goals and to your particular financial
position. They are to help you resolve your own issues and concerns and
to help you decide what your next step should be towards wealth and financial
freedom. A personal consultation with Martin is also very suitable for those who
have recently sold their business or cashed in their superannuation funds and
who have started to ease back into some find of retirement. This is a time when
you are going to be completely dependent on your investments for your income and
a time when you have to be very sure that you have the right investment strategy.
Please note that we don't sell investments or accept commissions from investment houses. Our only payment is the fee that is agreed with clients.
Martin is completely independent from financial and investment providers and will give an unbiased opinion.
We can help with:
- Deciding what your next step should be
- Resolution of particular financial concerns and issues
- Someone on hand to help you through any difficulties that you may encounter
- Identification of areas where you can make and save money
- Filling in the gaps in your financial skills and knowledge
- Providing
a key part of your network – someone who knows what’s going on in
the world of finance and money, investments, business, family trusts, tax, mortgages,
property investment and ownership structures
Service offered
Comprehensive Wealth Plan
Our classic service,
opted for by most people, gives you direction for your future and ensures
that all aspects of your finances are on the right track . The main purpose
is that you will have a clear path forward, a goal for the future and a plan for
achieving that goal. This involves an initial meeting with Martin (likely
to take 3-4 hours), a written plan and three months help with the execution
of the plan as required. The initial meeting can be undertaken either at
your place or you can visit Martin in Queenstown.
Price $4700 +GST
Annual Check Up
This service is aimed
at clients we have already worked with. Martin will review your current situation
and asset allocation in the light of current circumstances and make recommendations
for any necessary adjustments.
Price $1750 +GST
Succession/Family Trust Plan
A service for farmers
and others with significant assets. We will have an initial meeting with you and
usually a second meeting (the second meeting being a family conference).
After that meeting we will write a succession plan for your family and assist
with the execution of that plan.
Price $5700 +GST
Other arrangements can be made to suit.
To book a personal appointment contact:
martin@martinhawes.com
021
22 22 737
We believe:
- Financial advice should be independent and unbiased.
- Remuneration should be by a transparent fee, not a commission for sales.
- People should understand the advice they are being given and the reasons for it.
- The purpose of financial advice is to give people the lives that they want.
- An investment strategy should be customised to your particular situation and goals.