Sharing our knowledge 
Sharing our knowledge
Because life happens, many events can motivate people to seek professional advice: things like starting a Uni fund for your children, concerns you're not saving enough for retirement, experiencing a traumatic life change, or working on a down payment for a house.
When it comes to insurance products there are many options and products available on the market and it can be a difficult task choosing what is right for you.
SHARE advisers take the hard work out of understanding the products and will help you tailor a solution that fits your lifestyle and budget.
Buying your first home can be a daunting experience. Whether it's your home, investment property, restructuring or refinancing a mortgage, SHARE advisers share their knowledge with individuals, families and businesses who trust them to help navigate the myriad options available.
You may think that only those with substantial net worth are suitable wealth management clients, but most people can benefit from the personalised attention of a financial adviser. A SHARE adviser would be happy to sit with you, help you identify your financial goals and then create a plan to make them happen.
SHARE advisers focus on your needs, sharing their knowledge and advice to help you achieve the financial freedom you deserve! Information is free and available but knowledge, gained from years of experience, endures. That's why we are SHARE.
Deciding to speak to an adviser about achieving your financial goals is a step in the right direction. Choosing which adviser to help you is an equally important decision and it is essential the adviser you select is trustworthy, professional and knowledgeable.
Your SHARE adviser will explain and document the services they will provide to you throughout the period they have been engaged to give advice. Your adviser will provide you with a copy of their disclosure document and explain how they are paid and by whom.
To provide accurate and relevant advice, your SHARE adviser will ask for information about your circumstances and may also request necessary documents during this step. Your adviser will use this information to help you establish your goals and timeframes for achieving these.
Using the information provided, your SHARE adviser will analyse your situation and look for the options most likely to facilitate achievement of your goals. Depending on your objectives and the outcome of step one, your adviser will look at only those areas of your finances for which you have requested advice.
Your SHARE adviser will present recommendations tailored to your goals and timeframes. You will work through these recommendations with your adviser who will answer any questions you have and ensure you understand all aspects of their report. If you wish to make amendments to the recommendation, your adviser will work through these with you and will listen to and address any concerns you have.
Once you have agreed on the recommendations, your SHARE adviser will guide you through the process of implementation and will help coordinate this process with other professionals including your lawyer, accountant, personal banker, and so on.
Your SHARE adviser is committed to providing you with regular communication and meetings to discuss your progress and ensure their recommendations remain relevant and accurate. Your adviser partners with you on the journey to help secure financial health and wellbeing.
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We have advisers across New Zealand
