AdviceFirst has offices all over the country. And that’s great news for you, our clients, because you can get expert advice and help you want wherever you are.
A very recent example is one of our Auckland clients who happened to be in Wellington and thought she’d drop in to one of our local offices to get some information about her insurance policies.
After a warm welcome from reception, the meeting with one of our Advisers paid off in a way she never expected.
Having sorted out her insurance questions, our Adviser got chatting with her and was able to identify she had pools of money scattered around in disparate schemes, including retirement plans and a KiwiSaver account.
Our Adviser referred her to one of our wealth management experts back in Auckland, who set up a professional WealthView portfolio for her. Not only were we able to help our client’s money work harder for her, we were able to help her increase her annual savings.
The result of that casual pop in to make a general enquiry turned into a significant financial benefit for our client.
So remember, make sure you call in to see us when you’re traveling around the country. You’ll get a warm welcome and maybe go away with a little more than what you bargained for.