Kauri Financial Planning Ltd

Kauri Financial Planning Ltd, based in New Zealand, provides expert financial planning services, including investment, insurance and wealth creation, with a focus on subscription-based, service-driven models, helping clients achieve their financial goals.

WHO WE ARE:

• We are a team of experienced financial planners dedicated to delivering personalised, collaborative experiences for our clients.
• Our approach is built on a deep understanding of our clients’ lifestyles, earning and spending habits, to create solid foundations for their financial plans.
• We operate on a subscription-based model, ensuring our clients have ongoing access to expert advice and support.

WHAT WE DO:

• We offer comprehensive financial planning, including investment strategies, insurance solutions and wealth creation plans tailored to each client’s unique needs.
• Our insurance services include life insurance, medical insurance, trauma insurance and income protection, designed to protect our clients’ assets and loved ones.
• We provide guidance on budgeting and KiwiSaver, helping our clients make informed decisions about their financial futures.

WHY CHOOSE US:

• Our subscription-based model provides our clients with continuous support and advice, giving them peace of mind and confidence in their financial plans.
• We take a collaborative approach, working closely with our clients to understand their goals and develop strategies to achieve them.
• Our team is committed to delivering exceptional service, ensuring our clients receive the best possible outcomes from their financial plans.

FAQ
1. What is the benefit of a subscription-based financial planning model?
A subscription-based model allows for ongoing, personalised support and advice, ensuring our clients’ financial plans remain on track and adapted to their changing needs.

2. How do you help clients protect their assets and loved ones?
We provide a range of insurance solutions, including life, medical, trauma and income protection, tailored to each client’s specific circumstances and goals, to ensure they have the right level of cover in place.

3. Can you assist with KiwiSaver and budgeting?
Yes, we offer guidance on KiwiSaver and budgeting, helping our clients make informed decisions about their financial futures and develop strategies to achieve their long-term goals.