hassan.co.nz
Resources
http://hassan.co.nz/pages/resources.html
Here are some useful links and tools to help you. If you have trouble accessing the links please. Download a Disclosure statements (PDS and SDS). Download our budget tool. Save to your compuiter before opening). Download our life insurance needs calculator. Save to your compuiter before opening). Download our mortgage calculator. Save to your compuiter before opening). Download our retirement needs calculator. Save to your compuiter before opening). Go to KiwiSaver website. Go to NZ Super website.
hassan.co.nz
How we help
http://hassan.co.nz/pages/help.html
We use the six-step professional financial planning process:. When we give financial advice we:. Discuss what you are looking for, and if we are able to help, make sure we understand what you want, and agree on likely timeframes and costs. Gather the information we will need on your goals, values and financial situation. Analyse your situation to determine what you need to do to meet your goals. Monitor your progress, reporting to you regularly and reviewing the plan as your life changes.
hassan.co.nz
Health Insurance
http://hassan.co.nz/pages/health_insurance.html
Serious Options For Health Insurance. The groundwork of all happiness is health. Accuro is a New Zealand owned health insurer that has been providing medical insurance since 1971. We don’t usually promote providers of financial products, but we are sufficiently happy with what we have seen at Accuro to promote them directly this way. If you already have health cover be careful: changing insurers usually means you lose cover for pre-existing conditions. Please contact us. If you have any questions. Contac...
hassan.co.nz
KiwiSaver
http://hassan.co.nz/pages/kiwisaver.html
Anyone under 65 can join, and most people should. The subsidies alone make it a no-brainer . When you join the government puts $1,000 into your account as a "kick start" bonus even if you are still a child and / or not planning to save through the scheme. Those aged over 18 also get a government subsidy. If you are employed and a member of a KiwiSaver scheme you have to save some of your income via KiwiSaver and so does your employer. Click here to go to the KiwiSaver website. Send to a friend.
hassan.co.nz
FAQ
http://hassan.co.nz/pages/faq.html
What happens if I/we approach you for advice? Do you provide an ongoing service? Are your advisers professionally qualified? What external consultation and research resources are available to support your advice? How can I be sure my adviser is working in my interests? Is your advice independent? How are you paid? Why do you charge fees? Have I left it too late to achieve my goals? How do I know who to trust? I have some money to invest - what should I do with it? Back to the top. Back to the top. What e...
hassan.co.nz
Consulting
http://hassan.co.nz/pages/consulting.html
A healthy financial sector, trusted financial advisers. Hassan Consulting Limited provides advice, tools, review, mentoring and other services to professional financial advisers and firms, small and medium sized businesses, financial institutions, boards and government agencies. Financial advice ‘process engineering’. The preparation of submissions. Tools and templates for financial advice. One on one coaching and mentoring. Send to a friend. Tel 64 9 412 5844. Disclosure statements (PDS and SDS).
hassan.co.nz
Why us?
http://hassan.co.nz/pages/why.html
Your interests come first. We have no ties to any bank, finance company, insurance company, fund manager or other financial institution. Where possible we prefer to work for fees and give any commissions back to clients. This minimises conflicts of interest, so you can know that our advice is designed only with you in mind. Our advisers must belong to the Institute of Financial Advisers ( www.ifa.org.nz. And must be or be supervised by Certified Financial Planner CM. We provide comprehensive advice.
hassan.co.nz
Site Map
http://hassan.co.nz/pages/sitemap.html
Disclosure statements (PDS and SDS). Excel files: (save to your computer before opening). We understand the importance of the need for children, youth and young adults to feel safe, respected and fulfilled. This is why we support these two charities:. Tel 64 9 412 5844. Disclosure statements (PDS and SDS).
hassan.co.nz
Our People
http://hassan.co.nz/pages/people.html
MA(Hons), DipEd, Graduate Diploma in Business Studies. Authorised Financial Adviser FSP9881. Director and Senior Client Adviser. Email: simon@hassan.co.nz. Freephone: 0508 423 842 (0508 4 ADVICE). Tel: 64 9 412 5844. Mobile: 64 27 445 1550. More details on Simon. GradDipBusStud (Personal Financial Planning), NZIM Diploma in Management (Advanced) (NZIMDipAdv). Authorised Financial Adviser FSP10921. Director and Senior Client Adviser. Email: rosemary@hassan.co.nz. Freephone: 0508 423 842 (0508 4 ADVICE).
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