Consult John Wilson, an experienced accountant, for commission-free financial advice.

Typical advice relates to;

• Retirement planning.
• Investment options.
• Benefits of a Family Trust.
• LAQCs
• Property Investment.
• Dollar cost averaging
• Balanced funds.

FREE ADVICE is available by ringing (09) 523 3023 Monday to Friday between 9.00 am and 6.00 pm. Limit of one free call per client, maximum duration 10 minutes.

Fees for subsequent financial advice are calculated solely on time involved at $145 per hour.  There is no charge for the first half hour of the initial meeting.

The initial meeting will cover the following basic issues.                

• Ascertaining the specific area(s) about which clients seek further advice.
• Evaluation of client's current financial position.

On being requested by the client, a full written report will be prepared setting out various recommendations and addressing the issues raised by the client at the initial meeting.  The report will be submitted and discussed with the client. The cost of this service will vary between $500 and $900.

Clients wiil be entitled to claim tax deductions for some or most of the fees paid, reducing the cost.

It is now generally accepted that the receipt of commissions by investment advisers can influence investment advisers' advice to clients. Such advisers are not independent advisers. As a result of dealing with such advisers many members of the public have suffered significant income and capital losses in recent years.

No commissions are receivable in respect of advice given by us.  In the unlikely event that commission is received, it will be immediately refunded to the client.

We assure clients that as we do not receive commissions we are truly independent advisers and that our clients' interests are paramount.

Ring (09) 523 3023 to arrange an initial meeting.

Financial advice supplied complies with recommendations issued by the Consumer's Institute in November 2009.