Financial Plans

Having a plan is the essential first step in being more financially secure and aware. Help your employees make the journey toward financial independence.

Employee Benefits Laptop

For more information about our Ignite Partnership Programme, download our Employee Benefits brochure.

As part of the employee benefits available through our Ignite Partnership Programme, we offer the chance for your staff to receive personalised financial plans to assist with their move to a more financially independent future.

Our 90-minute, personalised financial health checks, free to all members, includes:

  • KiwiSaver and Investments – saving for your first home deposit and retirement
  • Quality, affordable insurance plans
  • The importance of estate planning.

We can also help employees to create and implement a tailored financial plan that suits their budget. No matter their needs or concerns, we can find a plan that works for them.

Find out how you can add FREE 90-minute personalised financial health checks to your employee benefits package.

AdviceFirst is a Financial Advice Provider (FSP23242).