What rocks our world? Simple - it’s helping people reach their financial goals .
With over a decade of expertise as independent financial advisors, developing robust financial strategies for individuals and families, we are focused on you.
Whatever financial success looks like for you personally underpins all of our recommendations.
Advice for saving thousands on your mortgage or getting mortgage-free faster, increasing your wealth through investments including property, getting the very most out of your superannuation, or putting your inheritance to work for you, we will work with you on customised goals that inspire you, and develop an action plan to get you to those goals.
We’re truly passionate about people achieving their financial dreams - which is why we have a 'whole of life' philosophy. We don't just spotlight the end goal - because we know you need to enjoy the journey as well.
Financial planning to get you to your goals
We’re subjected to a barrage of information and advertising about financial products every day. But who has time to sit down and work out the smartest solution for you and your family? And how can you be sure that what you’re signing up for is the best possible choice for you? This is where our team shines. We can sift through the complex documentation and understand the fine print to find the products to help achieve your financial goals. And in simple English we’ll explain everything, every step of the way.
We take the time to understand where you are coming from and exactly where you want to go, so we have 100% focus on a financial strategy that will get you there. The only agenda we’re focused on is yours.
We will help you approach the massive subject of your finances and develop a completely personalised financial plan, including recommendations to help you achieve your financial goals in life. And more than that, we will work with you over the years to review your plan and keep you on track.
Our financial plans can incorporate different strategies, including:
Cashflow Management
Understanding your income and expenses, to keep you
buoyant through the peaks and valleys.
Investment Advice
Developing a strategy to achieve your goals.
Risk Management
Your Plan B, in case a financial or health calamity strikes you.
Debt Management
Getting rid of debt (including mortgages) as quickly and as cheaply as possible.
Inheritance Advice
Making the most of your inheritance funds through sound investment advice.
Retirement Planning
Helping you to maintain your lifestyle once you stop working.
Estate Advice
Identifying areas that need further advice from professionals.
Let’s Chat!
Ready to meet? Just fill in this form
- we’ll get back to you within 24 hours!
Or if you’d rather chat now, call or text message Craig:
Text 027 667 2537
Call 0800 672 537
We're available Monday to Friday 8am - 6pm and Saturdays 9.30 - 12.30.
We’re based in Tauranga, Bay of Plenty
but cover the whole of New Zealand.
The WealthHealth team are not only mortgage brokers, we’re also full financial advisors offering Insurances, KiwiSaver fund assistance and much more. We’re based in Tauranga, but help people right across New Zealand.