Take Control of Your Financial Future
Your Journey, Your Strategy
Goal-Oriented Strategies
Financial Strategy
Build a step-by-step plan aligned to your goals.
Managing Cashflow & Debt
Cut down fritter, reduce personal debt, and direct more money into your mortgage.
Managed Funds
Managed funds can allow you to invest in a diversified portfolio of assets without having to manage those individual investments yourself.
Instead, a professional fund manager oversees the managed fund portfolio, making decisions on asset allocation, risk management, and market opportunities.
There are various types of managed funds in New Zealand, from conservative funds focusing on low-risk assets like bonds and cash, to growth funds with a higher proportion of shares and property. Whether you’re looking for stability or long-term growth, a managed fund can be a valuable tool in your investment strategy.
Speak to an AdviceFirst Wealth Adviser today if you’d like to know more about Managed Funds investing and whether it might be suitable for your long-term goals.
WealthView
For our clients seeking a tailored investment solution that includes access to specialised advice, WealthView offers a premium service without the premium price. Through WealthView, you can access a range of investments to suit different goals, including managed funds, index funds, bonds, shares, and cash products. Your adviser will regularly review your portfolio to reflect your changing needs and lifestyle.
WealthView also provides easy online access to view your balances, investments, statements, and other reports, along with a consolidated tax report at the end of the tax year to simplify your tax return process.
Property Investing
Property investing can be a powerful way to build long-term wealth – when it’s done with the right strategy.
At enable.me, we help you understand how property fits into your overall financial picture, so you can invest with confidence, clarity, and purpose.
We have a range of options to suit, from financial coaching to referrals to our preferred partners.
Speak to an adviser today.
More Than Just Investing
Digital Wills
Plan for the unexpected with a Digital Will. Protect your assets and ensure your wishes are clear with simple, secure will creation and management.
KiwiSaver
Take full advantage of KiwiSaver and make it work for you. Whether you’re saving for your first home or retirement, our guidance ensures you’re in the right fund to suit your needs.
