Financially NZ is a financial advisory service providing bespoke and favourable investment portfolio and financial planning solutions to both private and small-to-medium enterprise (SME) clients. The services are designed in a package of financial intelligence and private client services. Financially NZ commit to make clients become financially intelligent, fit and happy with the advice and solutions.
Financial intelligence services include developing financial modelling tools for setting up financial and investment plans and transferring knowledge for some relevant finance and investment concepts, application, research, news, data, information, tips and picks.
In building an investment portfolio, either for regular or lump-sum investment, we employ some models from our financial intelligence tools and accommodate them in five key steps as follows:
- Calculating potential fund available to invest
- Determining critical values for desired return and risk perception
- Constructing a portfolio with sensible asset allocation and funds selection
- Making a projection with scenario analysis model
- Developing an early warning system for regular review
- Personal accounting and budgeting
- Financial intelligence and modelling
- Investment management and risk management
- Scenario analysis modelling
- Critical value determination
- Early warning system modelling
- Semi-annual reviews
The intelligent financial planning process is designed in the framework of Psychospiritual Financial Planning >>> (copyright by Jeffry Liando)
We provide financial and investment advisory in the following type of services:
- Financially STANDARD: This is a transaction-only or broking service for a client who wants to purchase investment products through us. We regularly supply information on new products, issues and picks. This service also includes assistance in transferring UK Pension to New Zealand. (Entry commission: 3%-5%, Trail commision: 0.25%-1%) - DEPENDENT ADVICE
- Financially GOOD: This is an investment portfolio service for a client who needs our portfolio design and administration services. (Entry commission: nil, Trail commision: nil, Investment proposal fee: $300 (one-off), Service fee: 0.5%-1% of fund under management (if implemented)) - INDEPENDENT ADVICE
- Financially EXCELLENT: This is a comprehensive and sophisticated investment portfolio services for a client who needs our portfolio design, financial intelligence and private client services. (Entry commission: nil, Trail commision: nil, Investment proposal fee: $300 (one-off), Service fee: 0.5%-1% of fund under management (if implemented), Financial intelligence modelling fee: $50/hour, Financial intelligence report subscription: $100/half year (optional)) - INDEPENDENT ADVICE
- Financially TRANSCENDENCE: This is an investment portfolio service as part of the implementation of financial planning. We provide Financially EXCELLENCE service plus psychospritual financial planning. (Entry commission: nil, Trail commision: nil, Investment proposal fee: $300 (one-off), Risk management planning fee: $200 (one-off), Service fee: 0% of fund under management (if implemented), Financial intelligence modelling fee: $100/hour, Financial intelligence report subscription: $100/half year (optional)) - INDEPENDENT AND TRUE PROFESSIONAL ADVICE
- Family Wealth Administrative Assistance: we can help with the administration of family wealth, managing daily operations of ongoing financial interests and banking liaisons. Suitable for a multigenerational family with extensive financial interests.
- Business Finance Technical Assistance: we can help with business financial planning and the preparation, analysis and interpretation of regular financial reports. Suitable for a small business owner who needs help in understanding their financial issues and contrasting business finance from personal finance.
Disclosure Statement available on request and free of charge
