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Financial Planning
& Investments

Imagine a future where your dreams come true.

Book a Free Consultation

Imagine a future that's crystal clear.

Imagine knowing exactly where you are today and having a plan to get to where you want to be tomorrow. You know "the number" you need to retire and stop working to live. Maybe you have been dreaming about an early retirement, investing in property, going overseas, funding your children's education, or simply achieving financial stability. Most big dreams cost money and won't come to fruition without a plan. While you may not have all the money you need to make your dreams come true today, starting a financial plan can get you where you want to be tomorrow.

Life feels better when dreams can come true. This is why our team at Velocity Financial is big on incorporating Financial Planning and Investment into your overall strategy for success.

What financial planning is all about?

Protecting your income and finding ways to grow it
Finding ways to reduce your debt and pay it off faster
Building your asset base through property and investment
Managing risk though an appropriate insurance strategy
Looking at options for tax efficient wealth accumulation
Cashflow planning to hit your key milestones
Making sure you have for your retirement
Estate and Legacy Planning

But mostly, peace of mind, confidence, security and stability!

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Think of us as your specialist

Just as you would hire a specialist to look after your physical health or a specialist to fix your car, it makes sense to get some professional help with your finances too. We know sportspeople with coaches perform better. We also know that those with professional financial help tend to have a higher net worth than those who don't. Think of a financial planner as your dreams coach. Now that is something worth getting help for!

We have two full-time, qualified financial planners at Velocity Financial. Read more about them below.

Meet Elizabeth
Meet Dean

Questions Your Plan will Answer

If you want to find out the answers to the below questions, then a financial plan may be just what you are looking for.

Our Financial Planning Process

First, we talk.
We start with a kōrero about where you are at today and what you are dreaming of for your tomorrows. In these strategy sessions we draw out what really matters to you, so we can start planning towards it. We start from your current financial position and work out the number you need to get to. There may be some homework and exercises at this stage to get your imagination fired up and help you decide what goals to focus on.

Then, we plan.
Once your goals are decided, the second stage is where your financial adviser will formulate the nuts and bolts of your financial strategy to get you to where you want to be. We’ll look at the whole picture, from your investments to your debt, your tax to your KiwiSaver, your insurance to your property and explore the best options to achieve your goals. We’ll have another korero or two about how it all works, and you’ll get the opportunity to revise any bits that you need to.

Then, we work. Once you are happy with your strategy, we work with you to do the mahi. Depending on your situation, this can involve anything from setting you up into managed funds, paying down debt, to getting a will in place. Your plan is laid out into steps, so we can work on one manageable chunk at a time. We will regularly review your progress and adjust as needed.

Time to relax.
Your plan is in place, and it is time to let your money go to work for you. Any changes that come up along the way, we will be right here to help.

Invest in Your Future

Financial Planning is a worthy investment in yourself, and your future. You are welcome to book in a free consultation with our financial planners to discuss your situation and how we can help you. If you are keen to get started, our plans start from as little as $2500 + GST. This includes several strategy sessions, financial forecasting and modelling, and your customised financial plan to designed to achieve your target, presented to you. We also check in with you once a year to see how you are tracking for your financial future. Our most successful clients work their plan and regularly review progress alongside their adviser throughout the year. We recommend all our clients considerongoing financial mentoring for $50 + GST per month. This includes monthly financial accountability and support sessions, access to financial planning software and a full annual review with your adviser. If you are still on the fence, talk to us about what you are after, and we will give you a quote for your plan. This will be confirmed and agreed before any work is undertaken. The journey to financial freedom begins with a single step.

Talk to our financial planners today.
For a free consultation, contact us today. 

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