Radical Investment Limited

Radical Investment Limited, based in Wellington, New Zealand, provides expert financial advisory services, including investment advice, cashflow planning and KiwiSaver advice, to help clients achieve their financial goals.

WHO WE ARE:

  • We are an independently-owned financial advisory firm, committed to delivering authentic and transparent advice.
  • Our team of experienced financial advisors offer personalised guidance, tailored to each client’s unique circumstances and objectives.
  • We take a fresh and open-minded approach to financial planning, ensuring our clients receive the best possible support for their financial journey.

WHAT WE DO:

  • We provide investment advice, helping clients make informed decisions about their financial investments and wealth management.
  • Our cashflow planning services enable clients to gain clarity and control over their income and spending, working towards their financial goals.
  • We offer expert guidance on KiwiSaver schemes, UK pension transfers and other financial services, to support our clients’ long-term financial wellbeing.

WHY CHOOSE US:

  • We offer a personalised and transparent approach to financial planning, ensuring our clients feel informed and supported throughout the process.
  • Our experienced team of financial advisors are dedicated to delivering exceptional service and expert guidance, tailored to each client’s unique needs.
  • We are committed to helping our clients achieve their financial goals, whether that’s planning for retirement, managing wealth, or simply achieving financial stability.

FAQ
1. What is the process for transferring a UK pension to New Zealand?
We can guide you through the process of transferring your UK pension to a New Zealand-based scheme, ensuring a smooth and efficient transfer of your funds.

2. How do you approach cashflow planning for your clients?
Our cashflow planning services involve working closely with our clients to understand their income and spending habits and creating a tailored plan to help them achieve their financial goals.

3. What types of KiwiSaver schemes do you offer advice on?
We provide expert advice on a wide range of top-class KiwiSaver scheme providers, helping our clients make informed decisions about their KiwiSaver investments and retirement planning.

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