At MFP Wealth Management, we empower individuals to achieve peace of mind in their retirement. We're passionate about guiding people towards a secure and prosperous future, and have honed our expertise in pensions and retirement planning to specifically support New Zealanders.
Who We Are
Led by experienced financial advisor Justin King, our team of skilled professionals works collaboratively with you to understand your individual aspirations and concerns. We take the time to listen, identify your unique goals, and create a tailored plan to achieve them.
What We Do
We offer a comprehensive range of services to help you navigate the complexities of retirement planning:
1. Comprehensive Financial Planning
- Developing a comprehensive retirement roadmap, considering your financial situation, goals, and aspirations.
- Providing guidance on maximizing your existing pensions and investments.
- Creating a tailored investment strategy that aligns with your risk tolerance and retirement objectives.
- Regularly reviewing and adjusting your portfolio to ensure it stays aligned with your goals.
2. Expertise in Pension Planning
- Maximizing your contributions to company-sponsored plans like Kiwisaver.
- Advising on how to navigate complex pension regulations and rules.
- Guiding you through the process of claiming your entitlements when the time comes.
3. Retirement Lifestyle Planning
- Creating a sustainable budget that caters to your post-career needs.
- Assessing your healthcare and care needs as you age.
- Discussing estate planning and legacy preservation strategies.
4. Personalized Guidance and Support
- Providing clear and concise explanations in simple language, making the process accessible and stress-free.
- Regularly reviewing your plan and making necessary adjustments as your life circumstances change.
- Offering ongoing support and encouragement throughout your journey.
Our Philosophy
We believe in a collaborative approach to financial planning, working alongside you to achieve your retirement aspirations. We value open communication, transparency, and building strong relationships based on trust and mutual respect.
Let's partner up and ensure your retirement is as secure and fulfilling as possible. Contact us today to schedule a complimentary consultation.Be the first to review MFP Wealth Management Award Winning Independent Financial Planners.
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