It is not uncommon for families to only plan
day-to-day rather than 10-20 years in the future. Taimana Wealth helps to start the discussion on what your short and long term plans are.
Investment doesn’t only mean with money, even though it is a big component, it also means investing your time. Once making a plan it requires annual meetings to ensure that you are on track or need some adjustments.
After years of working, when you reach retirement all you want to do is enjoy it. With Taimana Wealths help, they can help you ensure you don’t need to worry about what your retirement plan is. Nothing is left to chance.
The Taimana Wealth Team is made up of Stephen Fitzjohn and Claudine Krushka.
They all have their own story to tell about why they are in Financial Services and how they came to be part of Taimana Wealth.
Click the link below to learn their stories!
The Mission
To help New Zealanders to successfully transition through the financial stages in their lifetime and beyond.
Investments can include investing into the stock market, house market, bonds and commodities such as Gold and Silver. Investing in a range of areas and markets allow Taimana Wealth to spread risk for their clients if one company or market were to reduce in value, and also profit when another company and market rise in value.
KiwiSaver is one investment that anyone at any age, demographic and workplace can be involved in. Taimana Wealth believes that it allows every Kiwi to save for their retirement and/or first home, with help from their employer and also the Government. This is a unique attribute when compared to other superannuation and long term investment schemes.
Taimana Wealth’s History
Taimana Wealth’s history begins in the mid 90’s when a traditional life insurance company introduce unit trusts and a superannuation plan. Changing the Industry in New Zealand, and the teams careers.
If you think the team at Taimana Wealth can help you and your family plan for your future, click below and one of the team will contact you to arrange a complementary appointment.
