Are you confused about how much money you actually need in the future? Do you want to save for your retirement but enjoy some lifestyle along the way? Have you been putting off saving because you don't know where to start?
Well... there is no time like the present. Whether you want to save for your retirement or purchase a new car, boat, or holiday home, the sooner you start the easier it is to achieve your goals.
SwainWoodham Group has an advisor who can help you define your financial objectives and work out what you need to do to achieve them. We will then design a savings plan tailored specifically for you with low fees and appropriate investments to maximise your efforts and reach your goals.
SwainWoodham Group has access to all the major investment product providers ensuring you receive the best savings vehicle to fit your needs so you can reach your savings goals fast and enjoy your lifestyle along the way.
We build portfolios utilising managers such as, but not limited to: Dimensional, Vanguard, Nikko Asset Management, Simplicity, Harbour Asset Management and Jarden
And use leading providers for portfolio administration: Consilium, FNZ and Select Wealth Management
KiwiSaver- Fisher Funds, OneAnswer, Booster, Generate, AMP and NZ Funds
Planning for Retirement
Managaing your Money
Saving and accumulation investments