HARNESS FINANCIAL ®

About Savvy Wealth

CREATING EXTRAORDINARY RETIREMENTS

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Taking you from where you are to where you want to be

At Savvy Wealth we can help shape your financial future. We provide practical and prudent advice and services to grow and protect your wealth. But as a boutique independent financial advisory company, our best offering is time. We have lots of it for you.

Our client journey is a collaborative and customised solution, tailored perfectly to your needs and circumstances. Below we have outlined the typical investment planning journey our clients take. We may add or combine some meetings described to tailor our services to your needs.

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Wealth Management

Our holistic advice means you’ll have a clear understanding of your goals which will drive the plan which the portfolio is designed to deliver on.

KiwiSaver Assistance

Get help understanding your KiwiSaver account so you can choose the right provider and fund to work towards your retirement savings goals.

Retirement Planning

Savvy Retirement Planning helps people find the comfort, confidence and knowledge to enjoy retirement without worrying about money.

SAVVY WEALTH ®
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Investing In Futures

Saving You Time
Saving You Money
Putting You First

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