Wealth Optimisation Strategy or Insurance Cover - Discovery Questionnaire
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If you’re comfortable sharing all relevant details and want a clear financial roadmap, we’ll create a tailored Wealth Optimisation Strategy for you to support your financial decisions.
This is not just advice on which investments to buy. It’s a full financial strategy that looks at how much you need to invest, where to invest, and what to do with future savings to achieve your long-term goals—like passive income or retirement security.
We gather detailed information about you and your financial situation. Using this information, we create a personalised Wealth Optimisation Strategy or Insurance cover recommendations.
After you review the strategy, we prepare short, targeted statements outlining what you have asked us to implement from the strategy.
Focussed Implementation Service - Discovery Questionnaire
In this case, we are not providing a full financial strategy or advising on how much to invest. You’ve asked us to focus on implementing your instructions—such as opening investment or savings portfolios, transferring KiwiSaver, and arranging insurance—to help grow your wealth or generate passive income.
Our role is to carry out your mandate, not to determine the investment amount or broader financial plan. Therefore, we do not gather the details required for long‑term planning. We only collect the information necessary to help you achieve the specific goals you want to focus on right now.
Trust/Company Tax & Controlling Individuals Discovery
In this process, we collect the information needed to ensure the correct people and entities are identified, the right tax obligations are met, and that we comply with New Zealand’s Anti‑Money Laundering and Countering Financing of Terrorism (AML/CFT) requirements.
This helps us confirm who owns or controls the trust or company, and ensures we are not inadvertently assisting criminals to live the good life.