Tailored Financial Solutions for Every Stage of Your Life
Our financial needs evolve as we move through different stages of life. I offer a wide range of services, including personal insurance advice, medical insurance guidance, KiwiSaver advice, savings and investment planning, and retirement strategies. Together, we'll create a customised plan that adapts to your changing circumstances and helps you build a secure financial foundation.
Schedule a no-obligation chat with Angharad over coffee to see how I can help.
We partner with New Zealand's leading Insurance and Investment providers
Services - Tailored Financial Advice Plans Discussed Step-by-Step
With a talent for breaking down complex financial concepts into easy-to-understand terms, we offer personalised advice and a comprehensive range of services to help you make informed decisions and confidently navigate your financial journey.
- Personal Insurance Advice. We create tailored insurance plans to financially protect you and your family when unexpected events, accidents, or illnesses happen. Reviewed annually to change with your age and stage of life.
- Medical Insurance Advice. Tailored private medical plans to ensure quick access to medical specialists and treatment to give you peace of mind should you experience any illness.
- KiwiSaver Advice. We help you choose the right KiwiSaver fund to suit your needs and goals, and ensure you are on track to achieve the retirement you want.
- Savings and Investment Advice. We help you achieve your savings goals, whether for you first home, holiday, or wealth accumulation by working together using cash accounts and managed funds.
- Retirement Planning. We work together to build a retirement plan that allows you to enjoy your retirement. This includes working out how much you will be spending in retirement, calculating assets and debt position, and any major changes that we may need to make to achieve this goal.
About
Angharad Daniels
Director
After 12 years working in Management and Adviser roles in the Investment and Insurance industry, I decided the best way to help New Zealanders achieve their financial goals of home ownership, protection of their family's financial position and building financial independence to enjoy their retirement was to leave the corporate world and offer real and accessible advice to everyone that needs it.
I look after my clients over the long term, building up your wealth, managing your insurance requirements, eventually building you up to being self-insured and financially independent for your retirement. I partner with local Mortgage Brokers to help get your home loan needs looked after when you achieve your savings goals for your first home or are considering property investments. Please feel free to contact me for a no-obligation meeting over a coffee.
My Goals
- Provide financial knowledge, skills and advice to my local community so you can make informed financial decisions for you and your family.
- Help first home buyers with guidance to stay on track to attain your deposit and into your first home faster.
- Provide advice on Medical Insurance that pays out when you need it, covering travel costs out of region so you can see specialists around the country and get your health back on track asap rather than waiting on the public system.
- KiwiSaver advice, help you understand how it works and your options for achieving your goals for your first home and retirement.
My Qualifications
- I am a fully qualified Financial Adviser holding the NZ Financial Certification in Personal Risk Insurance and Investment Planning.
- I have over a decade of experience in banking, finance, investments and insurance and have also held senior roles with investment and insurance providers.
- I have mentored advisers around the country on advice, financial solutions and client guidance.
Let's talk
Our offices
Schedule a no-obligation chat with Angharad over coffee to see how I can help.
- Queenstown
78B Highview Terrace
Queenstown 9300
Ph: 0212 855 755
[email protected]