Retirement Taylor Made - Brooklyn

5/5 β˜… based on 8 reviews

Retirement Services | Financial Services | Wellington NZ - Retirementtaylormade.co.nz

Retirement Services in Wellington and surrounding areas with Retirement Taylor made. Let us help you ease into retirement, save money.

About Retirement Taylor Made

Money or blades of grass were always discussed as a family around the kitchen table, as a child coming from a farming background.

The concept of savings was a regular topic of conversation but equally so was investing, and what was good debt vs bad debt.

After University I deviated from my intended pathway into the financial services industry. During my time working for Financial Services companies, I loved helping advisers create great outcomes for their clients.

With a family of my own being my priority, I realised I wanted to be the person helping other families create the outcomes they are looking for individually.

Now I work with people from all walks of life, helping them with their KiwiSaver, Investments and more!

Contact Retirement Taylor Made

Address :

Retirement Taylor Made 151 Karepa Street, Brooklyn, Wellington 6021, New Zealand

Phone : πŸ“ž +8787
Postal code : 6021
Website : http://www.retirementtaylormade.co.nz/
Categories :

Retirement Taylor Made 151 Karepa Street, Brooklyn, Wellington 6021, New Zealand
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Frances Misich on Google

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Ailsa has been honest, up front and knowledgeable in every aspect and interaction I have had with her. I would thoroughly recommend anyone that is not in touch with their retirement or financial investment, or needs a second opinion/review of what they have, to contact Ailsa and discuss your options.
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Iona Elwood-Smith on Google

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Ailsa was super helpful and just got me sorted. I had worried for nearly a year about what I needed to do and left it all lurking in the too hard basket. Ailsa took me for coffee asked me some questions, filled out a form which I signed and DONE. SOOOOO easy. Thanks!
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Kelly Smith on Google

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I transferred my Kiwisaver from a default scheme to Booster and have been really thrilled by the results so far. Ailsa was incredibly knowledgeable and answered all of my questions. I wasn't expecting there to be any follow up once I had transferred the scheme, but Ailsa has provided ongoing advice and review of how to make the most out of my plan. I would highly recommend Retirement Taylor Made to anyone wanting the best advice and fantastic service.
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Gail Godtschalk on Google

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β€œI have recently signed up with this amazing lady, her professionalism and advice I sure will be great to my benefit. I have appreciated the way she makes things very easy to understand and gave me facts that back up with evidence as to the financial paths that are personally available to me and my personal situation. I am looking forward to discussing with my friends the amazing benefits this lady can bring to their lives and I am looking forward to a prosperous fulfilling relationship. Thank Ailsa so honored to have met you.
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Philippa Wells on Google

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I love having a personal financial advisor rather than just the bank. Ailsa is very pleasant, listens well, is never pushy or rushing. My KiwiSaver is growing faster now.
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Cathy Williams on Google

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Ailsa cares about helping people. She puts a lot of energy and time into helping you to understand and choose what's best for you. She is thorough and knowledgeable . I definitely recommend her to help you get the best returns for your money while thinking about planning for your future.
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Fiona de Barre on Google

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Ailsa has been assisting our family with our Kiwisaver needs now for many years and is always incredibly helpful and pleasant to work with. She is highly professional and fantastic at communicating. We are based in Hawkes Bay and it's no trouble any for Ailsa to jump on a call or on a Zoom to talk through our needs at any time. thanks Ailsa for being such a superstar. Highly recommend to others!
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Jenny Wishart on Google

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Ailsa provides a friendly, professional service. She made the time to talk to me about my finances, socially-responsible investing and my retirement goals. I trust her advice and I'm confident she will help me get the most out of my Kiwisaver fund. Thank you Ailsa!

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