Financial and Investment Planning
Free initial consultation!
Robin Henderson - Chartered Accountants has joined forces with Financial Fitness Ltd, who are specialist personal financial advisers, in order to provide a combined and complete approach to your overall financial success.
Financial Fitness is the Wellington branch of the LodeStar Group, a nationwide network of financial planners. Financial Fitness are dedicated to helping people create wealth and manage their financial affairs. We believe that through this association, we can provide the best financial advisory solutions to our clients.
Your personal financial plan can help you and your family to achieve goals such as:
- Financial security in retirement
- Preserving and growing the real value of your capital
- Protecting your lifestyle and that of your dependants
- Providing for the education of your children or grandchildren
- Providing for weddings of your children or grandchildren
- Travel abroad
Your Personal Financial Plan - 6 steps approach
- Understand your current position
- Define your lifestyle objectives and future financial needs
- Develop a strategy to achieve the objectives and financial needs
- Agree on the strategy and action items to achieve your objectives
- Implement the agreed strategies and initiate an ongoing communication programme
- Manage the progress towards your objectives
Talk to Robin Henderson - Chartered Accountants to arrange a free initial consultation to discuss your financial planning needs.
Back to Our Services