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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 ythe 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.
Benefits of Individualised Financial Advice:
- Tailored to your situation
- Help with deciding what you next step should be
- Resolution of particular financial concerns and issues
- An adviser on hand to help you through any difficulties that you may encounter
- Identification of areas where you can make and save money
- Help with filling in the gaps in your financial skills and knowledge
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 Financial Plan
Our classic service, opted for by most people this gives you direction for you future and ensures that your all aspects of your finances are on the right track . 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 $1250 +GST
Investment Review
This service is for those who have received planning and wealth advice elsewhere or have devloped their own investment plan and who would like a second opinion before proceeding. You may or may not require a written report from us.
Price $1000 - $2500 +GST (depending on complexity of affairs, the form of the plan and whether a written report is required). A firm quote will be given before proceeding.
Strategy and Marketing your Business for Wealth
This is a service for business owners. It is for those who want to develop their business so that it will make them rich and free. It offers an initial meeting and a written plan for your business.
Price $5700 +GST
Succession/Family Trust Plan
A service for farmers and others with significant assets. We will have an initial meting 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