To ensure that you don’t run out of money before you run out of life.
COMPREHENSIVE EXIT STRATEGY
INCOME GENERATING INVESTMENTS
A diversified portfolio that gives you the flexibility to withdraw money as needed, while providing a reliable income for the remainder of your life.
Your personal circumstances evolve over time so it's important to us that we are there to support you every step of the way.
SHAPE YOUR VISION, VALUES AND GOALS
We tailor your financial plan to meet your personal values, vision and goals for the future.
ESTATE PLANNING & RISK MANAGEMENT GUIDANCE
A great financial plan has the right measures in place to protect both yourself and the ones you love against potential hardship.
AFA, ED, JP, MCOM (HONS), LLB, GRADDIPBUSSTUDS, CA, CMA, ACIS, CFPCM, CLU, DIRECTOR FPNZ.
Greg is the founding Director of FPNZ, and was responsible for the company’s creation. After graduating as an accountant in 1975, Greg was employed in a number of accountancy related...
RYAN J MELTON
AFA, PUBLISHED AUTHOR, DIPEVENTMGMT, CERTBM, CERTB.
Ryan has already worked in finance and business, with over five years of experience in client care and management. Prior to joining Financial Planning NZ Ltd, now known as OnePlan, Ryan was a...