Financial Advice for Your Future, Retirement and Protection
Whether you're reviewing your KiwiSaver, planning for retirement, investing for the future or protecting your family and income, Core Advice provides personalised financial advice based on your goals
for you
Regardless of the stage of life you’re at, you’ve got goals you want to achieve, plans for your future, things you want to do for your family and risks you need to protect.
Whether you’re looking for KiwiSaver advice, planning for retirement, considering investing for retirement or reviewing your personal insurance, Core Advice will work with you throughout your life to help keep you on track towards the future you want.
for businesses
Whether your business is new or established, big or small, we can help you make sure you’re effectively managing the risks your business faces.
We’ll work with you to identify people, asset and liability risks, and develop practical, cost-effective plans to manage these. This can include shareholder insurance, general insurance and other financial strategies designed to help protect your business.
Financial Advice for Every Stage of Life and Business
Starting Out
KiwiSaver, saving, insurance and building your financial foundations.
Building Wealth
Investing, managed funds, insurance and long-term financial planning.
Planning for Retirement
Retirement planning, KiwiSaver, investing for retirement and creating a sustainable financial strategy.
Protecting Your Future
Life insurance, income protection, medical insurance and other personal insurance solutions.
Protecting Your Business
Shareholder insurance, general insurance and practical strategies to manage the people, asset and liability risks your business faces.
Experienced Financial Advisers You Can Trust
Experienced advice, broad expertise and a personal approach
With over 50 years of collective experience in financial services, including more than 30 years of experience as a Financial Adviser, the Core Advice team brings a wealth of knowledge to every client relationship.
From KiwiSaver and retirement planning to investing, managed funds and personal and business insurance, our team has the experience and industry knowledge to help you make informed financial decisions and protect what matters most.
But good financial advice is about more than experience. We take the time to understand you, your circumstances and your goals, then tailor our financial advice, insurance and savings strategies to your individual needs. We genuinely enjoy helping people make confident decisions about their financial future and seeing those plans come to life.
