Chane Berghorst
55 Shortland Street, Auckland CBD, Auckland
(2)
55 Shortland Street, Auckland CBD, Auckland
(2)
Chane Berghorst is a Financial adviser with Lifetime. She is a Certified Financial planner and offers financial and retirement planning and investment advice. She doesn't handle client funds, but can help with advice, analysis, implementation and reviewing of your investments to ensure you are comfortable with them, and that they are getting the returns you need to achieve the lifestyle you are after.
The best investment you can make is in a great financial adviser!
2 customer reviews
Yusuke Inui
After experiencing Chanes service for my own investments, I referred her to my mother, after she had some cash left from downsizing her house.
Chane was really impressive in explaining investments to my mother and making her feel empowered in making her investment decisions.
I would gladly recommend Chane to any new or experienced investor!
More...
Dasha Skye
I have set up a number of investments with Chane. I am very happy with the advice received and the result of these investments. I have also referred Chane to other family and friends, all of whom have reported great satisfaction in her services for investments, kiwisaver and retirement planning. Highly recommend! More...
What do you love most about your job?
I love that I can help people make good financial and investment decisions, remove the unknown and the anxiety that comes with these decisions, and help them protect and grow their wealth so that they can have the lifestyle they want
What inspired you to start your own business?
I have the best of both worlds, I work for a large reputable company which allows me to focus on doing what I do best- sitting in front of clients and helping them
Why should our clients choose you?
Most of my clients come from word of mouth referrals, recommendations to friends and family from happy clients. I do not handle client funds, but help people with figuring out their journey and then selecting appropriate investment vehicles for this journey, and can help them implement and manage these investments. I work on educating and informing my clients and giving them the power to make good financial decisions, so that they are comfortable with their decisions and their journey ahead.
Can you provide your services online or remotely? If so, please add details.
Whilst face to face meetings can be nicer, they are not always possible and my clients are often pressed for time or not able to meet face to face due to location.
I can easily provide a link to meet online (no downloading of programs required) and can use tools to draw and explain whilst we discuss, and can make things just as nice and easy by conducting meetings online.
What changes have you made to keep your customers safe from Covid-19?
I conduct online only or phone meetings during Covid lockdown restrictions. Upon lesser restrictions we can meet face to face- with social distancing and masked meetings with hand sanitation as required. I am also fully vaccinated.
Investment Advice
Financial Planning
Retirement Planning
