Makowem & Isaacs Financial Planning

Welcome to Makowem & Isaacs Financial Planning, your trusted partner in managing your retirement savings drawdown. Located in Lower Hutt, Waterloo Road, 65, our establishment is dedicated to providing top-notch financial planning services to families and small businesses in New Zealand.

At Makowem & Isaacs Financial Planning, we prioritize our valued clients above everything else. Whether you are a novice investor taking your first steps or an experienced campaigner with a substantial portfolio, our team of experts can tailor a plan that suits your unique needs and goals.

Our organization operates on a set of shared principles that drive our motivations and decisions. We believe in being authentic and honest, caring for our clients' financial well-being, maintaining an understated approach, fostering inclusivity, and being fully invested in the success of our clients.

Don't just take our word for it - hear what our satisfied clients have to say. One grateful client shares, "I've been grateful for the life cover I took through Makowem & Isaacs Financial Planning. Having recently been diagnosed with a serious illness, Makowem & Isaacs Financial Planning organized early repayment of my life cover and rearranged my investments. They've been great in sorting everything out for us."

Another client expresses their satisfaction with our service, stating, "I have been impressed with the service I receive from Dave Isaacs and the team at Makowem & Isaacs Financial Planning. They are diligent, take the time to understand my financial situation, and as a result, can solve for my financial saving requirements. There are regular check-ups as well, which I like, as our financial situations change over time."

Our investment advisor, Dave Isaacs, has garnered praise from a long-term client who says, "Dave Isaacs has been my investment advisor for several years. I am very impressed by the quality of service I’ve received. Specifically, the quality of information provided, speed of response to my inquiries, and most importantly, the level of investment return his advice has delivered to me. I have complete confidence in him and Makowem & Isaacs Financial Planning."

When it comes to securing your financial future, trust Makowem & Isaacs Financial Planning to provide expert guidance and personalized solutions. Contact us today to start your journey towards financial success.