As an independent wealth management firm, our specialist focus is investing and managing your funds from the transfer of UK pensions, KiwiSaver, Accumulated Savings and Retirement Planning.
At Diligent Wealth, we are a boutique team of independent wealth management advisers, dedicated to guiding you towards a financially secure and prosperous future. Our primary expertise lies in managing and growing your assets, with a special focus on facilitating UK pension transfers and comprehensive retirement planning. We are not just advisers; we are your partners in financial success. Let's embark on this journey together, turning your financial dreams into a reality. Contact us today to take the first step toward a financially secure tomorrow.
Unlocking the potential of UK Pension Transfers
Transferring your UK pension funds is an important financial decision, and selecting the right New Zealand QROPS (Qualifying Recognised Overseas Pension Scheme) is crucial. Our team of experts will guide you through this complex process, ensuring that you make the right choices at the right time. By doing so, you can unlock tax benefits, gain greater control over your valuable assets, and enjoy enhanced peace of mind.
Crafting Your Retirement Blueprint
Planning for retirement is not just about saving; it's about designing the lifestyle you've always envisioned. At Diligent Wealth, we help map out short, medium, and long-term investment options strategically aligning these to your retirement goals. Our goal is to ensure that you transition to retirement with financial security, enabling you to relax and enjoy the lifestyle you've planned for.
Tailored KiwiSaver Solutions
As an independent firm, we offer impartial and personalised KiwiSaver investment portfolio recommendations. We take the time to understand your unique situation, investment preferences and investment timeframe and create a KiwiSaver plan that aligns perfectly with your financial goals. With our guidance, you can maximize the benefits of KiwiSaver and secure your financial future.
Maximise your Accumulated Savings
Unlock the full potential of your accumulated savings; your hard-earned money can do so much more than sit idle in a bank savings account or term deposit. Through careful planning and informed choices, you can watch your savings grow. We start by helping you define your financial goals, whether it's planning to retire early, funding a dream purchase, or simply building wealth. From there, we work to align a well-diversified investment portfolio that suits your specific needs and aspirations.
Comprehensive Ongoing Support
Our commitment to your financial well-being doesn't stop after your initial advice. We provide continuous support, assisting you with any financial requirements. Our team remains aligned to helping you identify new investment opportunities and staying up-to-date with regulatory changes, tax advantages and ensuring that your investment remains aligned to your financial goals. We regularly keep you informed about the progress of your investments, enabling you to make informed decisions with confidence and certainty. For a full overview of what our ongoing support covers you can view it here: Ongoing Advice
