We’ve been living in volatile times: pandemic, economic instability and high levels of uncertainty.
There are so many new financial products and options. Closer to home, in March this year New Zealand introduced a massive new financial advice regulatory regime – as well as new rules for property investment and KiwiSaver. Put it all together and this is a great time to talk to a financial adviser.
“Rather than covering your eyes and hoping for the best, pay a few dollars and ask an expert for a second opinion,” says Cave. “You could find you don’t need to change, giving yourself confidence that you are on the right track. Or maybe there are some changes to make and you’ll find out what your options are. An adviser can run the numbers for you, so you can make an informed decision.”
To find one, Google financial advisers, ask for referrals or contact FAANZ, and talk to a few advisers to match with someone who you feel comfortable with. And if you’re an Impression client, you have a free annual one-hour session with a financial adviser at Cave Financial, so if you’d like to book that in, just let us know.