Many professionals have busy lives to contend with: children, school events, sports and social commitments, career progression, business growth, family activities/holidays, study and dependent parents. This means they are have many balls in the air at any one time.
Meet David. He is a construction engineer from the UK. Being an engineer David is very analytical. Summarised below are details about David and his situation and requirements. David has been our client for nearly 6 years now.
Works for a large international engineering firm in Auckland.
Been with current employer 6 years.
Never had an issue finding good work.
He owns property: one rental and one owner occupied.
Time poor and cannot access the best investment solutions available.
He has savings and a KiwiSaver account.
Has trouble fitting everything in to his life.
Has a very careful nature.
Recently divorced and has his children in a 50/50 shared care arrangement with his ex-wife.
Some or all of these issues are common problems faced by many professionals
All of our services can be provided separately as required. However we find in most situations our clients require their own particular combination. We follow the process pictured above to ensure we provide each client with exactly the service to suit circumstance and budget.
G3 has been working with us for both our company and personal finances. We have found G3 to be knowledgeable and passionate about service.
They provide the right solutions for us and our staff through thorough research and recommendation.
They are always available to discuss any queries and explain things in terms I understand.
Greg and Robyn Jensen, Tauranga
As a busy couple we had neither the time, experience or knowledge to be able to transfer our UK pensions over to NZ or to sort out a financial plan
that would set us up for retirement. Thank goodness we found G3 Financial Freedom, their advice and guidance has been invaluable.
Chris & Sheenagh Pritchard, Christchurch
We have been delighted with the service and support we have received from Charlene and the team at G3.
We love the way they carefully analysed whattype of investors we are and helped us make decisions on long-termfinancial planning based on our needs.
Mike & Carolynne Masson, Omokoroa, Tauranga