Our Mission Statement:
To help our clients become debt free and achieve financial success in the shortest possible time.
Who We Are - Southland Integrity Financial Services
We are a financial services practice, serving clients in Southland and throughout New Zealand.
Southland Integrity Financial Services prides itself in having one of the most highly dedicated teams of professional advisers in New Zealand.
Our clients ask us to advise on a range of financial issues, some straightforward and some complex. We are team players, collaborating with accountants, banks, insurers, lawyers, real estate agents and other professionals on complex matters, either as lead adviser or in a supporting role.
As part of our strategy to help our clients achieve the best financial outcomes, we have a hand-picked network of fellow professionals from related fields, who are equally dedicated to helping clients accomplish their desired results. We are therefore able to recommend a suitable professional who can deal with matters beyond the scope of our own professional services.
We have a culture of perpetual improvement and our team is encouraged to continually augment their skills and credentials through work, continuous professional development, and gaining advanced qualifications.
What We Do - The Four Cornerstones of Financial Success Planning
Much of what we do can be described as managing risk and managing expectations. To do this, Southland Integrity Financial Services planning process is based on our Four Cornerstones of Financial Planning Success:
By using our Four Cornerstones of Financial Success Plan effectively, we dramatically increase the probability of successful financial outcomes for our clients.
A sound financial plan should protect you against uncontrollable events such as disabilities or death, while helping you plan for controllable events such as buying a new home and retiring comfortably.
Cash Reserves
Money for immediate needs to meet an emergency or take advantage of an opportunity.
Adequate Protection
Money available to replace the things you can’t afford to lose.
Interest Earning
Money invested where the main objective is to build interest and capital stability.
Equity Investments
Money invested where the rate of return may provide an opportunity for growth.
We provide no obligation financial success reviews that encompass debt management, and measure how well you have covered the four cornerstones for yourself.
No matter what your financial circumstances are, you can still plan, and we can help. Contact us now for your no obligation review.
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2015 All Rights Reserved