For over 12 years WealthDesign has worked with a couple of key partnerships to provide a wide range of services to our clients.
We have worked with Wanganui Insurance Brokers to provide access to quality general insurance broking skills and knowledge. There is a saying that someone can’t be a master of all things, and we agree. You need a specialist in this field. You only need to look at the Christchurch example to see the issues one can have if you select the wrong insurance company or the wrong insurance policy. When a major claim happens, you want people in your corner, people happy to fight for your benefit.
When you work with us you get the benefit of double the team. We are here to answer any of the questions, sort out the early part of the claim process and make sure the annual reviews are getting done. If you buy a car or change the boat, all you need to do is ring our office. Worse still, if the local thief calls in to help himself to some of your gear, we are here to help sort out the claim. Behind the scenes, we are working with Wanganui Insurance Brokers for the benefit of you, our clients.
Our second key partnership is with Graham Nelson from First NZ Capital. Graham has been a successful share broker for many
years. We use Graham and First NZ Capital for both research and to process our sale and purchases of direct shares and bonds. Access to Graham’s vast knowledge built up over his career ensures together, we can get you the best outcome, creating a solid investment portfolio.
Our role as your financial coach is to help you reach your financial goals. You can feel confident that we indeed have your very best interests at heart, and that in collaboration with these two reputable businesses, WealthDesign will continue to provide the best possible service for our valued clients.