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Submitted URL: https://radicalinvestment.co.nz/
Effective URL: https://www.radicalinvestment.co.nz/
Submission: On April 11 via api from US — Scanned from US
Effective URL: https://www.radicalinvestment.co.nz/
Submission: On April 11 via api from US — Scanned from US
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About Us Our Process Pricing Contact GIVING A FRESH PERSPECTIVE TO SUPPORT YOUR FINANCIAL JOURNEY. Financial Advice that is authentic and transparent. Book free consultation OPEN-MINDED AND TRANSPARENT. INDEPENDENTLY-OWNED FINANCIAL ADVICE We can help with the following: Investment advice Helping you put your money to work in a way that’s specific to your circumstances. Cashflow planning Gaining clarity and control over income and spending, working towards the goals that matter. Future planning Working with you to ensure you and your family will have enough for the needs of the future. UK pension transfers Made a decision to transfer your UK pension across to NZ, or have funds already invested in a ROPS in NZ? KiwiSaver advice Rational and thorough personalised advice on a wide range of top-class KiwiSaver Scheme Providers. Charitable giving No tokenism here. We encourage everyone to give and can tie this into your broader financial picture. Investment education Free 30 minute to 1 hour workplace sessions to support wellbeing initiatives. Second Opinion Receiving advice somewhere, but after the thoughts of an Independently-owned Financial Advice Provider? As a Financial Adviser myself, I have recommended many clients to Joel, who have all provided very positive feedback about how approachable he is and a real pleasure to do business with, at the same time providing real solutions to various client needs. “ “ Glen Mattingley Financial Adviser, New Zealand Home Loans Bringing a fresh perspective. WHAT MAKES US RADICAL? TRANSPARENCY We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client. CHOICE We provide advice on a wider range of KiwiSaver & Investment funds and Providers than most of the competition, and are always open to new possibilities ALL VALUED Regardless of your gender, religion, health status, ethnicity, age or even the size of the bank balance, we commit to leaving you feeling valued. GIVING We encourage our clients to give of their time & money, and we lead by example by donating revenue to causes that we believe in. Book free consultation People-focused and supportive. OUR PROCESS 1. Intro 2. Data 3. Analysis 4. Present 5. Review Lets meet Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for. Helping you Maximise your finances. PRICING & PLANS * Wealth plan $2,000 incl. GST We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning. Determine how much you may have & need for retirement Forecast significant life events & goals Improve asset diversification Factor in investment property Model financial decisions & scenarios Receive ongoing advice & support Includes the features of the Cashflow Plan & more * Cashflow Plan $1,000 incl. GST We work with you to help you gain control of your financial situation, clearing debt and building wealth for your future to provide choices and a pathway to achieving your financial goals. Eliminate expensive debts Work towards a first home purchase Begin investing for the future Start working towards financial goals Gain control of your money & habits Understand where the money is going Includes the features of the Investment Plan, plus an ongoing fulll subscription to Planolitix & more * Investment Plan Up to $500 Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small Grow your capital for long-term use Use assets to generate income Develop a personalised portfolio You already have control of your money Recently received a lump sum ROPS Investment Includes the features of a KiwiSaver Plan & more * KiwiSaver Investment Plan Free* For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement. Recommendation on which KiwiSaver Scheme meets your needs Recommendation on allocation to specific fund(s) Factor in personal ethics and other preferences Ongoing support, guidance & advice *We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you. * KiwiSaver Support Plan Free* For those who are happy with their existing KiwiSaver Scheme, or have independently decided on a Scheme they wish to join, but would appreciate ongoing advice, support and annual reviews with a Financial Adviser. Recommendation on allocation to specific fund(s) Factor in personal ethics and other preferences Ongoing support, guidance & advice *We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you. * Wealth plan $2,000 incl. GST We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning. Determine how much you may have & need for retirement Forecast significant life events & goals Improve asset diversification Factor in investment property Model financial decisions & scenarios Receive ongoing advice & support Includes the features of the Cashflow Plan & more * Cashflow Plan $1,000 incl. GST We work with you to help you gain control of your financial situation, clearing debt and building wealth for your future to provide choices and a pathway to achieving your financial goals. Eliminate expensive debts Work towards a first home purchase Begin investing for the future Start working towards financial goals Gain control of your money & habits Understand where the money is going Includes the features of the Investment Plan, plus an ongoing fulll subscription to Planolitix & more * Investment Plan Up to $500 Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small Grow your capital for long-term use Use assets to generate income Develop a personalised portfolio You already have control of your money Recently received a lump sum ROPS Investment Includes the features of a KiwiSaver Plan & more * KiwiSaver Investment Plan Free* For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement. Recommendation on which KiwiSaver Scheme meets your needs Recommendation on allocation to specific fund(s) Factor in personal ethics and other preferences Ongoing support, guidance & advice *We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you. * KiwiSaver Support Plan Free* For those who are happy with their existing KiwiSaver Scheme, or have independently decided on a Scheme they wish to join, but would appreciate ongoing advice, support and annual reviews with a Financial Adviser. Recommendation on allocation to specific fund(s) Factor in personal ethics and other preferences Ongoing support, guidance & advice *We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you. * Wealth plan $2,000 incl. GST We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning. Determine how much you may have & need for retirement Forecast significant life events & goals Improve asset diversification Factor in investment property Model financial decisions & scenarios Receive ongoing advice & support Includes the features of the Cashflow Plan & more * Cashflow Plan $1,000 incl. GST We work with you to help you gain control of your financial situation, clearing debt and building wealth for your future to provide choices and a pathway to achieving your financial goals. Eliminate expensive debts Work towards a first home purchase Begin investing for the future Start working towards financial goals Gain control of your money & habits Understand where the money is going Includes the features of the Investment Plan, plus an ongoing fulll subscription to Planolitix & more * Investment Plan Up to $500 Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small Grow your capital for long-term use Use assets to generate income Develop a personalised portfolio You already have control of your money Recently received a lump sum ROPS Investment Includes the features of a KiwiSaver Plan & more * KiwiSaver Investment Plan Free* For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement. Recommendation on which KiwiSaver Scheme meets your needs Recommendation on allocation to specific fund(s) Factor in personal ethics and other preferences Ongoing support, guidance & advice *We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you. * KiwiSaver Support Plan Free* For those who are happy with their existing KiwiSaver Scheme, or have independently decided on a Scheme they wish to join, but would appreciate ongoing advice, support and annual reviews with a Financial Adviser. Recommendation on allocation to specific fund(s) Factor in personal ethics and other preferences Ongoing support, guidance & advice *We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you. * Wealth plan $2,000 incl. GST We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning. Determine how much you may have & need for retirement Forecast significant life events & goals Improve asset diversification Factor in investment property Model financial decisions & scenarios Receive ongoing advice & support Includes the features of the Cashflow Plan & more * Cashflow Plan $1,000 incl. GST We work with you to help you gain control of your financial situation, clearing debt and building wealth for your future to provide choices and a pathway to achieving your financial goals. Eliminate expensive debts Work towards a first home purchase Begin investing for the future Start working towards financial goals Gain control of your money & habits Understand where the money is going Includes the features of the Investment Plan, plus an ongoing fulll subscription to Planolitix & more * Investment Plan Up to $500 Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small Grow your capital for long-term use Use assets to generate income Develop a personalised portfolio You already have control of your money Recently received a lump sum ROPS Investment Includes the features of a KiwiSaver Plan & more * KiwiSaver Investment Plan Free* For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement. Recommendation on which KiwiSaver Scheme meets your needs Recommendation on allocation to specific fund(s) Factor in personal ethics and other preferences Ongoing support, guidance & advice *We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you. * KiwiSaver Support Plan Free* For those who are happy with their existing KiwiSaver Scheme, or have independently decided on a Scheme they wish to join, but would appreciate ongoing advice, support and annual reviews with a Financial Adviser. Recommendation on allocation to specific fund(s) Factor in personal ethics and other preferences Ongoing support, guidance & advice *We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you. READY TO START TAKING CONTROL OF YOUR FINANCES? LET’S CHAT. Book free consultation Time to get Radical. BOOK A FREE CONSULTATION Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for. 30 minutes to 1 hour, depending on you No cost to sound us out No commitment required from an initial chat Receive clarity on how we can specifically help you Contact us GET IN TOUCH! 021 969 313 joel@radicalinvestment.co.nz Wellington, New Zealand Name Phone Email How can we help? Submit © Copyright 2024, All Rights Reserved Disclosure statement Privacy policy Complaints process