How to Build a Financial Plan That Adapts to Life’s Changes:
Creating a plan that grows with you through career, family, and retirement milestones.
You contribute your hard-earned money to KiwiSaver each week, but are you sure it’s generating the best return to secure a comfortable future for you?
If something unexpected were to happen, would you have the right personal insurance coverage in place to protect you and your loved ones?
Imagine working with a financial broker who has walked in your shoes, understands your challenges, and knows the best solutions to help you. They can guide you to the best solutions and explain everything in clear, simple terms that make sense to you.
Here’s how a personal financial broker could help you:
1. Lack of Knowledge and Confidence in Financial Products
They provide personalised, expert advice on KiwiSaver, life insurance, and mortgage options. They show you how different products can help you save, invest, and secure your financial future.
2. Uncertainty in Retirement Planning
They help you optimise your KiwiSaver contributions and select the right funds to grow your savings efficiently for retirement, while also showing you strategies to achieve your long-term financial goals.
3. High Mortgage Rates and Lack of Understanding in Financing Options
They offer guidance on the best mortgage options available, negotiate better rates, and provide advice on refinancing, helping you save money and secure the best possible loan terms.
4. Complexities of Life Insurance and Personal Protection
They offer clear, understandable life insurance solutions, ensuring you have the right coverage for your needs, and help you navigate the process of selecting policies that provide real protection for you and your family.
5. Time and Convenience
They provide at-home consultations, making it easier for you to get the advice you need without needing to leave your home, and offering a seamless, stress-free experience that fits into your busy lives.
Hi, we are Summit Wealth Brokers.
We offer personalised, expert advice, helping you navigate financial products so you can make informed decisions that align with your goals. Our team will help you optimise your KiwiSaver, find the best mortgage options, and ensure you have the right personal insurance coverage—giving you peace of mind about your financial future.
We know you’re busy, which is why we offer FREE at-home appointments that work around your schedule. Let us bring the advice to you, so you can get the clarity you need, all in the comfort of your own home.
Want to take the first step towards securing your financial future?
Benefits you can expect:
Personalised, Expert Guidance
At Summit Wealth Brokers, you’ll receive tailored advice that’s specific to your unique financial situation. We take the time to understand your goals and help you make informed decisions about KiwiSaver, personal insurance, and mortgages, ensuring you’re on the right path to a secure future.
Convenience and Flexibility
We know your time is valuable, so we offer at-home consultations that fit into your busy schedule. This means you can get the professional financial advice you need without ever having to leave the comfort of your home.
Trust and Transparency
Our team is committed to making sure you fully understand your financial options. We communicate in clear, simple terms, so you feel confident and comfortable with every decision you make. You can trust that we have your best interests at heart and are here to help you plan for a secure financial future.
How It Works
1
Schedule Your At-Home Appointment
Simply fill out the form to book a convenient time for a FREE consultation at your home. We’ll work around your schedule to ensure you get the support you need.
2
Personalised Financial Review
Our expert brokers will sit down with you, listen to your goals, and assess your current financial situation. We’ll guide you through your KiwiSaver, life insurance, and mortgage options to ensure you’re on track for the future you want.
3
Clear, Actionable Advice
We’ll provide you with simple, easy-to-understand recommendations and strategies, empowering you to make informed decisions and take the next step toward financial security.
