SAVVY WEALTH

Welcome to Savvy Wealth, located at Wellington, The Terrace, 114, in New Zealand. We are an establishment focused on finance and are considered a point of interest for individuals seeking smart financial decisions aligned with their priorities. Our mission is to help you achieve financial independence, which is often the primary goal for most investors.

At Savvy Wealth, we provide holistic advice that ensures you have a clear understanding of your goals. These goals serve as the driving force behind the plan we design for your portfolio. Whether it's understanding your KiwiSaver account or selecting the right provider and fund for your retirement savings goals, we are here to assist you every step of the way.

Our Savvy Retirement Planning services aim to provide individuals with the comfort, confidence, and knowledge to enjoy retirement without the worry of financial constraints. We prioritize your needs and put you first, saving you both time and money.

Our client journey is a collaborative and customized solution tailored perfectly to your needs and circumstances. We have outlined the typical investment planning journey our clients take, but we are flexible and open to adjusting our services to meet your specific requirements.

During our initial meeting, we get to know each other without any obligations or expenses. This meeting allows us to assess if we are the right firm for you and gives you the opportunity to evaluate our services.

If you decide to proceed, we will discuss the cost of our advice, our ongoing service propositions, and complete our Client Agreement for the agreed work. The aim of our second meeting is to establish your financial goals and objectives, as well as any specific planning requirements you may have. We gather relevant personal information, analyze your existing finances, and assess your attitude towards investment risk.

Following this, we conduct a comprehensive analysis of your finances and research suitable financial solutions. We create a Lifetime Financial Forecast to stress-test your situation and model different scenarios, ensuring your plans are robust.

We then organize a face-to-face meeting to explain, review, and discuss your Lifetime Financial Forecast. Our recommendations highlight where you currently stand financially, what you want to achieve, and any gaps that need to be filled to reach your goals. We only proceed to the implementation stage once you are completely satisfied with our recommendations.

Once you agree with our recommendations, we assist you in completing the necessary paperwork for the recommended strategy. We stay in touch to keep you updated on our progress and ensure everything is implemented according to your wishes.

Financial planning is an ongoing process, and we understand that circumstances change over time. Our ongoing service includes at least one annual face-to-face meeting with your Financial Planner, as well as regular reviews to ensure you stay on track to achieve your goals and enjoy a fulfilling retirement.

With 14 years of experience in financial services, we have looked after over 400 clients with $70m in investment assets. Our focus is on maintaining purchasing power, estate planning, and legacy planning. Transparency is critical to us, and we offer a clear service offering and fee structure, along with top investment grade providers.

We prioritize our clients' vision, goals, and aspirations, aiming to avoid unnecessary risks and provide probability under uncertainty through evidence-based investing. Our affiliations with Financial Advice New Zealand, Triple A Advisers Association, and Consilium NZ grant us access to global knowledge and expertise.

At Savvy Wealth, we believe that good wealth management and financial planning are built on long-term relationships founded on trust. Let's discuss how and when your retirement dreams will be funded and set a plan in motion to achieve them.

We are here to help you thrive by enabling you to achieve your lifetime financial goals for sustainable futures, while also investing your funds in ways that will create a positive future for you and your family. Join us on this journey towards financial success and peace of mind.