SAVVY WEALTH ® - Churton Park
We will then complete a comprehensive analysis of your existing finances. We’ll review and analyse all the information against your stated goals and objectives.
Next, we’ll complete research and analysis to identify appropriate financial solutions. As part of this process, we’ll create a Lifetime Financial Forecast of your wealth over your lifetime. This allows us to comprehensively stress test your situation and model various ‘what-if’ scenarios, using cashflow planning, to assess the potential impact of key events on your plans.
Contact SAVVY WEALTH ®
| Address : | SAVVY WEALTH ® 47a Abilene Crescent, Churton Park, Wellington 6037, New Zealand |
| Phone : | 📞 +879 |
| Postal code : | 6037 |
| Website : | http://www.savvywealth.co.nz/ |
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Anton Ojala on Google
★ ★ ★ ★ ★ Working with Dieter has given us clarity and confidence about our financial future and helped us to be able to consider our options from a position of knowledge.
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Deirdre Geyser on Google
★ ★ ★ ★ ★ Happy to have the skill and experience of Dieter on my side in these uncertain times. Always the voice of reason and makes me confident that I am on the right track. Thanks Dieter!! :)
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Roy Callard on Google
★ ★ ★ ★ ★ Dieter has the experience and knowledge to make sure your finances are well looked after. We have used him and found the advice to be sound and made complete sense. With a business and family home to consider, we had to make sure we were heading in the right direction.
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Pam Smith on Google
★ ★ ★ ★ ★ Dieter is wonderful to deal with. He explains things clearly and concisely and I have complete confidence in his abilities to guide us in this area of financial stability for our retirement.
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John Findlay on Google
★ ★ ★ ★ ★ Dieter has helped us manage our finances for over a year. Recently we had a very worthwhile meeting with Dieter to review our position. Dieter has provided us with access to a very useful tool to analyse and forecast our income and expenditure. Dieter listens carefully and provides very sound financial planning advice.
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REINA HENG on Google
★ ★ ★ ★ ★ Dieter is very professional, knowledgeable, and wonderful advisor to deal with. He is calm and would go over the process with you concisely and openly.
Best Investment advisor ever!
Highly recommended!
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Chris Whelan on Google
★ ★ ★ ★ ★ I've known and worked with Dieter for several years. His advice has always been insightful, on-point and clear. Integrity is paramount in investments (and life!) and Dieter has it in spades.
Keep doing what you do, Savvy Wealth.
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Andrew Edwards on Google
★ ★ ★ ★ ★ Dieter has been instrumental in completing the process to transfer a pension fund from the UK to NZ and subsequently to assist in developing the right investment portfolio to grow these funds to ensure that I am financially prepared for my retirement. I would recommend his services to anyone and look forward to working with him on managing my finances in the years to come.
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