Need help reaching
YOUR FINANCIAL GOALS?
We are Financial Advisers, not just Mortgage and Insurance Brokers!
We take a ‘Whole of Life’ approach to providing balanced advice regarding the health of your wealth!
Get free advice on how to take big steps towards your financial goals!
Meet with a WealthHealth team member either face-to-face or on video chat, for a FREE chat about where you want to be and how to want to get there!
We can help you find the best deals on mortgages!
Buying a house or getting a mortgage is a major financial decision, so you need to ensure that you can afford what you are buying and minimise the risk of having to outlay more money on the property in the future.
That’s why when you talk to us about getting a mortgage, we go a step further than just finding out how much a bank will lend you.
Do you ever wonder if you are over or under insured?
Insurance can be a tricky beast. Many people today either don’t have life insurance, that won’t properly cover them when they need it!
As Independent insurance brokers, we can help with all your personal insurance, including Life Insurance, Income Protection Insurance, Mortgage Protection Insurance & Medical & Health Insurance.
Our clients say rad things
Check out our latest advice blog…
KiwiSaver – A $200,000 difference!
Let’s say you are 40 years old, earn $60,000 per year, contributing 3% and have $12,000 in your KiwiSaver account.
Using Online Calculators, one provider suggests that this investor could have anywhere between $138,000 and $346,000 at retirement age, just because of the choice that investor makes on how their funds are invested. A 20 minute conversation today could be worth over $200,000 when you retire, just by getting some financial advice around your KiwiSaver…