About Planwise limited
Planwise Limited: Your Trusted Financial Advisors in Mount Maunganui, New Zealand
Are you looking for a reliable financial advisor to help you manage your finances and plan for your future? Look no further than Planwise Limited. Based in Mount Maunganui, New Zealand, we are a team of professional financial advisors who specialize in investments, savings, retirement planning, insurance, mortgages and much more.
At Planwise Limited, we understand that managing your finances can be overwhelming and confusing. That's why we offer personalized financial advice tailored to meet your unique needs and goals. Whether you're just starting out or nearing retirement age, our team of experts will work with you to create a comprehensive financial plan that will help you achieve your long-term objectives.
Our Services
Investments: We offer investment advice on stocks, bonds and other securities to help grow your wealth over time. Our investment strategies are designed to minimize risk while maximizing returns.
Savings: We can help you set up savings plans that will allow you to save money for short-term goals such as buying a car or going on vacation.
Retirement Planning: Our retirement planning services include creating customized plans that take into account factors such as inflation rates and life expectancy so that you can enjoy the lifestyle you want during retirement.
Insurance: We provide insurance solutions tailored to meet the specific needs of our clients. Whether it's life insurance or health insurance coverage for yourself or family members; business protection against loss due to fire damage; liability coverage against lawsuits from customers who may have been injured while on premises - we've got it covered!
Mortgages: Our mortgage specialists can assist with finding the right loan product based on individual circumstances including credit history & income levels etc., ensuring clients get access not only competitive interest rates but also flexible repayment terms which suit their budgetary requirements too!
Why Choose Planwise Limited?
Expertise - With years of experience in the industry coupled with ongoing training and education, our team of financial advisors are experts in their field.
Personalized Service - We understand that every client is unique and has different financial goals. That's why we offer personalized service tailored to meet your specific needs.
Transparency - We believe in being transparent with our clients about the fees and charges associated with our services. You can trust us to provide you with honest advice that is in your best interest.
Client Satisfaction - Our goal is to help you achieve your financial objectives. We measure our success by the satisfaction of our clients, and we are proud to have a high rate of repeat business and referrals from satisfied customers.
Conclusion
At Planwise Limited, we are committed to helping you achieve your financial goals. Whether it's investing for retirement or saving for a down payment on a house, we have the expertise and experience necessary to guide you through the process. Contact us today for a consultation!