Home Advantage Limited
7 Red Oak Place, Schnapper Rock, Auckland 0632, New Zealand
7 Red Oak Place, Schnapper Rock, Auckland 0632, New Zealand
We have helped over 1,600 Kiwis improve their financial wellbeing through a tried and tested 3-Step programme. Whether you are looking to buy an investment property or reduce your home mortgage, or create a plan that will help you achieve financial independence at or prior to retirement, it all begins with a complimentary InHome Consultation (or via a Zoom meeting).
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What do you love most about your job?
The opportunity to help others improve their financial wellbeing. Especially helping our clients overcome fear or apathy towards taking control of their financial destiny. 85 % of Kiwis are not sorted in retirement. We relish helping our clients review their position and change tack to get onto the pathway that leads to financial wellbeing.
What inspired you to start your own business?
There was a gap in the services being provided. One the one hand, there are quite a few sound and competent advisers. They provide sound advice. On the other side, there are companies that help with implementation services, liking finding a suitable investment property or a Kiwisaver plan/provider. We are able to determine where the gaps and opportunities are (like a Financial WOF) and then provide our clients with personalised and bespoke services, which can also be an entire spectrum of value, from the InHome Consultation - Financial Planning - to rolling out the Implementation plan. We believe in the words of the late Bruce Lee "Knowing is not enough. We must Apply. Willing is not enough. We must Do."
Why should our clients choose you?
All our clients receive a 1:1 personalised and bespoke service.
We give full attention to each client: We only work with 5-8 clients per month.
We do not offer any advice or recommendations without first fully understanding our clients needs, goals, priorities and timelines.
We are focused on helping you achieve your targeted outcomes.
We make access to financial advice, expertise and support easy for our clients.
In short we can help you: a) Make informed decisions b) Take inspired action and c) Achieve stated outcomes; all through a simple 3-step process.
We recognise that expertise and knowledge without action doesn't achieve results.
Can you provide your services online or remotely? If so, please add details.
Since Covid-19 disrupted our client engagement, we now also offer Zoom consultations and are also planning to offer our knowledge based services via webinars and via other digital platforms in 2022. However - we will always still maintain a highly personalised service as we recognise many of our clients do not have the time or appetite to be left to do all the work their own.
What changes have you made to keep your customers safe from Covid-19?
We offer Zoom consultations and Financial Plan presentations. Please see previous response about our plans to create and offer digital services in 2022.
InHome Consultation
Our trained InHome Consultants either visit our prospective clients for a F2F `Discovery' session, or via Zoom, where we provide information and insights on financial planning and wellbeing, acquire data for further analysis and also facilitate a goal setting exercise.
This is complimentary and there is no-obligation for you to proceed further.
We have done over 1,200 such consultations with a high majority (85%) of those visited, signing up for the next phase (see next para).
This sets the scene for our next step which is the creation of a personalised financial plan.
Financial Plan/Strategy
This is a detailed plan based on the financial position and goals of our clients. It is prepared by one of our panel financial advisers and is then presented to the client.
If the client believes that the plan will help them achieve their goals they sign up and become clients.
Then we roll out our next stage (refer to 3-steps to financial independence), which is plan implementation.
Implementation
Based on the recommendations of your personalised Financial Plan, Home Advantage can help you with any of the following services:
Retirement plan
Wealth creation
Debt reduction/consolidation
Finance application/mortgage
Risk/Insurance review
Investment plan
Securing qualified Investment Properties
Kiwisaver review
Cashflow management/budgeting
Estate Planning
