SAVINGS

" Wealth may be an excellent thing, for it means power, and it means leisure, it means liberty..."

James Russell Lowell, American Poet and Literary critic (1819-1891)

Whilst insurance plans concentrate on protecting and maintaining financial security, it is important to receive sound advice on the various ways of saving to accumulate wealth.

Members of A I S Group can provide investment advice to assist you in improving the quality of your investment decisions. Services extend from advice on simple savings plans to sophisticated investment in funds researched and recommended by recognised independent investment consultants.

Superannuation and KiwiSaver are included in the areas on which we can provide helpful advice. Information is provided so you can determine the balance between contributing regularly to savings funds and / or diverting savings into accelerating repayment of mortgages.

All advisors carry disclosure documents, which are made available during time of initial contact. The following graph illustrates the importance of starting early with any savings plan.

PLEASE CLICK HERE READ OUR DISCLOSURE DOCUMENT