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Our Services

Investment Planning

Strategic investment advice enables ‘smooth sailing’ through the various phases of your life, whether it is buying a house, paying the school fees or simply enjoying life’s pleasures.

We understand that financial wellbeing means different things to different people. This is why we work with you to create a bespoke portfolio strategy that is based upon helping you achieve your needs and objectives, both in the future and in the now.

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KiwiSaver Planning

KiwiSaver is not just an investment. It’s a tax effective strategy. And it’s a powerful tool to accumulate wealth, no matter what stage of your career you are in.

You need to maximise your KiwiSaver contributions to ensure a healthy stream of income in retirement, but there are many things to consider – your need to access capital, your ability to contribute, your investment horizon for long term financial growth and your retirement income needs. This is where we can help!

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Retirement Planning

What’s your retirement dream? Luxury holidays? New Zealand road trip? More time with the grandchildren?

As your circumstances change, it is important that your investment portfolio has flexibility, whilst also maintaining certainty.  At Avenue Advice, your financial strategy is structured to balance income and sustainable growth, leading to an easy transition to your dream retirement lifestyle.

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Insurance and Risk Planning

We are a specialist insurance and risk advisers who work with you to ascertain the right level of cover for you, whatever your circumstance.

There are many different types of personal and life insurance:

  • Income protection
  • Total & permanent disability insurance
  • Trauma insurance
  • Term life insurance
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Business Consultancy

At Avenue Advice, we aim to provide you with guidance when your business needs it, not just when you ask for it. We help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business. We’ve also developed

Our flexibility and adaptability ensure we help you get the best results.

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Contracting Services

We take care of it all, from invoicing, archiving, legal paperwork etc. You can just dump everything on us and we will do it gladly. Let us together build your future.

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