Yourlife Ltd

About Yourlife Ltd

Hi, I run a small financial advisory business here in Lower Hutt along with two other financial advisers. I can help you get ahead financially by helping you choose the best Kiwisaver scheme. Most people are placed into a workplace scheme, and it might not be the right one, given your investment and retirement objectives. It's important to choose the right scheme - conservative, balanced or growth, depending on your risk profile and time until you retire. I'm also an experienced property investor, and would be happy to share what I know.

As well as helping you to build wealth, I can help you to protect it as well. I can help you choose the right life, disability and health insurance so you and your family are well protected. I can also help you with business insurance if you, a business partner or a key employee become disabled and can't work. I can also advise you on the advantages of a family trust and who to see to set up a will.

Most of the services I can provide are free of charge, as I am paid by the product provider. In situations where I do charge for services and/or advice, we will agree this in advance in writing. I never charge for an initial meeting.

I think Neighbourly is a great initiative and I hope that through this I'm able to connect with more people in my community. I've lived in Korokoro for over ten years and I'm proud to call it home. Yet it's surprising how few of my neighbours I actually know by name. So I hope that we can connect, whether it be for business or purely social reasons.