Financial Security With Wealth Works

The professional and successful team at Wealth Works have won several prestigious awards over the past few years, including the Professional Investment Services Financial Planner of the Year, the Professional Lending Services Mortgage Broker of the Year and the Professional Investment Services High Performance Club. Proof of their success isn’t only reflected by industry awards. Wealth Works get all of their business from referrals – clients who are so happy with the results they have achieved for them that they recommend the Wealth Works team to friends and family.

Wealth Works provide a full range of financial services and coaching under the one roof and they can take care of everything for their clients, saving them time, money and stress. The Wealth Works comprehensive financial strategy plan allows clients to clearly see the goals they are working towards and to assess their progress over the years. Clients’ strategies don’t need to be set in stone as people’s lives and their financial position change, so the hard-working Wealth Works team review their financial plan on an annual basis to meet those changes and make sure they stay on track towards their goals. They treat their clients’ goals, concerns and objectives as though they were their own and have their best interests at heart at all times.

The Wealth Works team keep up to date with any changes in the economy and industry so that they can provide their clients with relevant advice that will help them to make the right decisions. Each member of the team spends an average of six hours every week on continuing education and attending relevant market update announcements and conferences. Wealth Works are also active in their community and sponsor local schools and charity groups.

The Wealth Works focus is to create a personalised financial strategy plan to help people build wealth and manage their assets and to protect their family’s future and the assets they have worked so hard to create. The Wealth Works team make it their priority to completely understand people’s unique financial needs and goals, and will discuss their comfort level of risk thoroughly with them They will then tailor a financial strategy which meets both their financial goals and abilities.

For those looking to achieve their lifestyle goals today, tomorrow and into the future, learn more about Wealth Works by visiting their website at http://www.wealthworks.co.nz.