Over the past three decades, we've assisted hundreds of medical professionals employed by a greater Auckland District Health Boards with their wealth management and protection, retirement planning and investment needs.
In the busyness of life - especially for time-poor medical professionals - it can be all too easy to put financial planning to the side; a 'task' for another day that gets bumped down the to-do list of priorities.
But here's the thing: how proactive we are with our finances, and how well we understand what we want our money to achieve for our lives, the more financially able we are to live the life we aspire to.
And that's perhaps where we provide the most value: helping our clients determine what they want to achieve at different milestones and stages in life, and how they are going to get there financially.
As all good relationships begin, we start by listening. To define the right solutions for your needs - be that in retirement planning and employer contributions, investment strategies, insurance and risk management or other - the most important thing we can do when we first meet, is to get to know you and to fully understand what you want to achieve.
In our book, a quality financial advice relationship is long term - it starts with a smart, tailored solution, but is supported by ongoing guidance and expertise as your needs - and goals - change over time. If you'd like to find out more about Tonkin Financial Services and how we may be able to assist you, we welcome you to get in contact.