Jul
29
Thursday
We take a fresh approach to Wealth.
One of New Zealands most popular investments is Real Estate, yet many financial planners ignore this investment class. Both Terry and Lyn have developed significant real estate portfolios as well as diversifying into other assest classes.
Understanding that Financial Planning should encompass a wider range of topics than just what to invest in Lyn has developed a way for you to develop your very own personal financial plan that covers four key money areas - Earning, Spending, Saving and Investing .
Newsflash:
- Master your time before you master your money Simpleology 101 will help you...
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- Get a free financial plan valued at $500. If you live in Tauranga or Auckla...
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About Us
Who are we?
We are a small group of highly motivate individuals with a passion for finance.
Our team is a headed by Lyn Buckley who is a Certified Financial Planner here in NZ. Joining Lyn is Terry Rota with qualifications in Financial Planning, Real Estate and Mortgage Broking.Together Lyn and Terry create a formidable team with hands on experience to add to all that knowledge.
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