Creating foundations to get a handle on your financial affairs & move ahead
Designed for successful career-professionals who are ambitious to build long-term wealth in order to live the life they want.
You may still have debt or you may be looking to buy your first home.
You may feel that you need stability and someone in your corner to help you take control of your financial future.
You want to do more to get ahead sooner.
With our Foundations programme you get:
A dedicated Quartz Wealth Adviser
Who holistically understands your status quo as well as your personal & financial ambitions
4 meetings with your Quartz Wealth Adviser
Face-to-face or video meetings to track, analyse & adapt your plan as you move forward
Access to our financial management app
To gain real-time insights and access whenever you need
Financial goal setting
A personal plan developed to set & meet your goals & ambitions
Cash and debt management advice
Optimising your financial setup to enable you to live now and build for the future
KiwiSaver review
Aligning all your investments with your strategy to ensure that you save with a plan that brings you optimal results
Phone/email support from the Quartz Wealth team throughout the year
We are here to support you and ensure that none of your questions remain unanswered
Advice and structure to get the balance right between living today, planning for the future and building long-term wealth
Designed for successful career-professionals who want a strategic approach to manage risk, protect their assets, build long-term wealth and choose their lifestyle.
You may have a mixture of assets and debt or a family trust.
You feel that you need a top expert to advise you on how to take better control of your financial affairs AND get the right balance between living today and planning for your future.
With our Foundations Plus programme you get:
A Principal Quartz Wealth Adviser
Experienced with finding solutions for highly complex scenarios and creating lifestyle opportunities
6 meetings with your Quartz Wealth Adviser
To track, analyse & adapt your plan as you move forward
Access to our financial management app
To gain real-time insights and access whenever you need
A strategic insurance review
Assessing if your current cover levels and strategy are aligned with the outcomes you desire
Strategic estate planning review
Ensuring that your estate planning is aligned with your goals and desired outcomes
Financial goal setting
A personal plan developed to set & meet your goals & ambitions
Cash and debt management advice
Optimising your financial setup to enable you to live now and build for the future
KiwiSaver review
Aligning all your investments with your strategy to ensure that you save with a plan that brings you optimal results
Phone/email support from the Quartz Wealth team throughout the year
We are here to support you and ensure that none of your questions remain unanswered
Building foundations to align your business & personal financial goals and plan for the future to create long-term wealth
Designed for successful business owners who want to feel confident about making sound business decisions.
Making decisions is about translating your numbers into life and business scenarios and evaluating probable outcomes.
We’ll guide you through that process and together we set your goals and develop a financial plan that aligns your business and lifestyle goals so that you can live the life you want today while working on your financial future.
The Foundations for Business Owners programme gives you access to:
A Principal Quartz Wealth Adviser
Experienced with finding solutions for highly complex scenarios and creating lifestyle opportunities
6 meetings with your Quartz Wealth Adviser
To track, analyse & adapt your plan as you move forward
Access to our financial management app
To gain real-time insights and access whenever you need
A strategic insurance review
Assessing if your current cover levels and strategy are aligned with the outcomes you desire
Strategic estate planning review
Ensuring that your estate planning is aligned with your goals and desired outcomes
Financial goal setting
A personal plan developed to set & meet your goals & ambitions
Cash and debt management advice
Optimising your financial setup to enable you to live now and build for the future
KiwiSaver review
Aligning all your investments with your strategy to ensure that you save with a plan that brings you optimal results
Phone/email support from the Quartz Wealth team throughout the year
We are here to support you and ensure that none of your questions remain unanswered
Business financials mastery
Master your business financials & their relationship to creating your personal wealth
Driving business progress
Creating structures to report on progress, identify & understand key drivers of your business to maximise results
Foundations | Foundations Plus | Foundations for Business Owners |
|
---|---|---|---|
Quartz Wealth Adviser | Dedicated Adviser | Principal Adviser | Principal Adviser |
Number of meetings per year with your Adviser | 4 | 6 | 6 |
Financial management app | |||
Strategic insurance review | - | ||
Strategic estate planning review | - | ||
Financial goal setting | |||
Cash and debt management advice | |||
KiwiSaver review | |||
Phone/email support | |||
Business financials mastery | - | - | |
Driving business progress | - | - |