Social Responsibility
CREATING EXTRAORDINARY RETIREMENTS
A key part of the Savvy Wealth ethos is giving back to the community. We have done this through our volunteer work at Christians Against Poverty (CAP) as a Debt Coach and CAP Money facilitator.
The vision of CAP is to help individuals and families to get out from under unmanageable debt and meet the complex needs in local communities.
For more information about Savvy Wealth Social Responsibility and CAP, book a call using the link below.
Making Decisions Based On Facts
Planning & Protecting
Your Best
Future
Understanding Market Volatility
Volatility properly understood, simply refers to the random distribution of big ups and downs around a relentlessly upward sloping long-term trend line.
Valuable Facts About The S&P 500
Annual returns came within 2% of the market long-term average of 10% in just 6 of the last 95 years. The average annual return over 95 years is 10%.
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 ®
Investing In Futures
Saving You Time
Saving You Money
Putting You First
