Business News

Other Services

I thought it would be useful to point out services I offer in addition to the subsidised DHB and Business Superannuation.

Insurance

If you have bought or about to buy a house you would be advised to take out life and disability insurance. Also if you have started a family you would be advised to look at these also. I can assist with these by doing an analysis of your situation and recommending an appropriate solution. I appreciate in these cases of a house purchase banks often direct you to their insurance providers. Based on some results I have seen here the advice given has had shortcomings.

Lump sum or regular investment

Should you have a lump sum via perhaps the maturing of a term deposit or an inheritance, I can offer advice on a portfolio service. This service is with OneAnswer (owned by ANZ Bank) and takes care of buying, selling and holding investment products on your instructions.

You have access to a wide range of investments from managed funds, NZ and International shares and fixed interest through to NZ cash and major foreign currencies. I also offer a range of unit trusts which are ideal for regular investment.

Financial Planning

You are always more likely to achieve your goals if you plan things. Having a financial plan means you are more likely to achieve your financial goals. I can provide a financial plan which will incorporate retirement planning, risk management, tax, budgeting and estate planning. I charge a fee for this service which typically is in the range of $600-$1000 depending on the complexity.

Residential mortgage finance

Should you be looking for residential mortgage finance for a new property or looking to refinance, myself and a colleague can assist with this. My colleague is a trained lawyer so can assist in avoiding pitfalls and give value added advice. We deal with two major lenders.

AMP Adviser Awards 2014

At a gala dinner on Friday night, 20 February 2015, around 200 Advisers and employees from across the AMP business, including AMP, AMP Financial Adviser Network (AFAN), Independent Financial Advisers (IFA), Spicers and AdviceFirst, gathered to celebrate their achievements from the past year at the 2014 AMP Awards Dinner.

The AMP Awards recognise the top performing Advisers and Adviser Businesses across 20 categories. The award selection is based on achieving outstanding sales performance, customer retention and attracting new business, and the winners have demonstrated solid results in their respective categories.

Tonkin Financial Services was awarded – Independent Financial Adviser Business of the Year

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There were other awards and ribbons awarded on the evening for other categories too.