TELL US A BIT ABOUT YOU

THE FUTURE THINKERS

“Where do I start with this?”

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THE STARTERS

“We’re earning good money now, but where soes it all go?”

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THE BUILDERS

“We’ve got so much on, we really need to get organised”

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THE ACCUMULATORS

“Oh Cr*p only a while to go now, we really need to get serious.”

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THE SUNSHINER'S

“How long is it going to last? We just need someone to look after us.”

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TYPES OF SERVICES WE OFFER

ONE OFF ADVICE

Designed to get you out of trouble quickly or to handle just one aspect of your money

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INITIAL ADVICE

Get a plan together and make a start on your way with it.

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ONGOING ADVICE

Have your money working for you always. Check in, review and make changes often to keep everything smooth.

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MEET THE TEAM WHO HELP YOU

THE WRIGHT ADVICE

Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.

You Don’t Have to Own it to Enjoy It

| Advice, Property | No Comments
I am writing this article on our way to our happy place in the South Island of New Zealand. This must be our tenth or twelfth visit to this region, but it has been nearly three years since we have…

The Market is Very Smart

| Investments, Uncategorized | No Comments
At barbecues, I often get asked about the latest hot stock pick, or what I think about this bank or that mining company as an investment. Aside from not viewing my works as merely being about investments, the truth is…

In Defence of Financial Advice

| Advice, Uncategorized | No Comments
Once again the commentary around the findings of the Royal Commission Into Misconduct In The Banking Superannuation and Financial Services Industry has been on my mind. Like most, I have watched, listened to and read mountains of information from a…