Jordan Financial Planning are Impartial Financial Advisers, based in Lower Hutt, proud to provide a holistic approach to our clients’ overall financial planning needs.
We can't predict the future... but we can prepare for it
What we do
Financial planning and advice are not just for the very affluent – everyone can benefit from it. Good financial planning can help you achieve your future goals and aspirations and secure you and your family’s long-term future.
This involves recognising and controlling any exposure that you have to personal or financial risk. We can help you protect your most valuable assets – life, health, income, mortgage and both personal and business property.
We have an impartial mortgage broking service where we are able to deal on your behalf with most of the mortgage providers. We also have access to all the latest interest rates and special offers.
What is a Wealth Management Service? – Wealth management is an investment advisory service that combines other financial services to address the needs of clients. It is a consultative process whereby we your Financial Advisers, gather information about our client’s wants, needs and then tailor a bespoke investment strategy employing appropriate financial products and services.
KiwiSaver is a voluntary savings scheme set up by the government to help New Zealanders to save for their retirement. You can choose to contribute 3%, 4%, 6%, 8% or 10% of your gross (before tax) wage or salary to our KiwiSaver account. Your employer has to contribute as well – at least 3% of your gross salary. Along with KiwiSaver employer contributions, there’s an annual government contribution as well.
Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a retirement savings program, and managing assets and risk.
Have you previously lived and worked in the U.K.? If so then you are very likely to have funds sitting in a preserved U.K Pension Scheme. Every Pension and every person is different, so it is important to get the best and impartial advice to help you make the right decision. Anyone with a British Pension who is resident in New Zealand, can now transfer their U.K. Pension to a New Zealand Recognised Overseas Pension Scheme (ROPS).
Ian strongly believes that ‘if you look after your client’s interests, your business takes care of itself’. His philosophy is to provide cost-effective, pragmatic financial solutions, placing maximum value on client care, trust and service. He has no ties to any single product provider, ensuring that the advice and service he provides is impartial, and best suited to your particular situation.
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