CORE WEALTH SOLUTIONS

For all your Financial and Investment Advice

At Core Wealth we have been providing high quality financial advice to clients throughout the Central North Island for over 12 years.

Operating in conjunction with accounting firm BDO (Central NI), the Core Wealth team have a deep understanding of all aspects of investments, financial advice, pension transfers, insurance and tax.

Kristy Staples is a Director of Core Wealth Director and Authorised Financial Adviser. Ross Hadwin is also a Director of Core Wealth and Managing Director of BDO Central.

If you need help with your retirement planning, investing, UK or Australian pension transfer, insurance or KiwiSaver contact us for a free one-hour chat.


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OUR SERVICES

Why get financial advice?

We assist clients to be financial successful through educated decisions, which create, protect and grow wealth. We give you confidence that your future plans are achievable.

Your investment can help you do things you really want to do. It could fund your dream project or fund the lifestyle you want in retirement. Whether you have a short-term or long-term goal, plan to reap the rewards of financial freedom.
The success of an investor starts with the key question of why, what, where, when and how.

Why are you investing? What are your priorities? Where is your destination? When do you hope to get there? How will I achieve this?



When you stop living at work and start working at living - Retirement
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