Welcome to Kapital Advice, we offer practical financial advice tailored around home ownership, Kiwisaver and Managed Funds:
- For clients looking to secure a home, personal or business loan, Kapital Advice is your link to a wide range of banks and lenders and will help you secure the right loan for your needs
- For clients wishing to understand their Kiwisaver options, whether towards home purchase or for retirement planning, we can advise on an appropriate Kiwisaver fund to achieve your financial goals
- For clients planning to buy their own home, we can discuss your options and help you develop a plan to get you into your own home
- For clients wishing to manage the competing demands of lifestyle, family and retirement we can design an investment management plan to take account of your time-frame, risk appetite and the types of assets your interested in.
With all advice, you will be advised if there is to be a charge before I begin any work. This will be disclosed and agreed in my disclosure statements and scope of engagement documents. Generally, there is no cost when arranging finance for a residential property or investment property. This is because the lender that approves your loan pays approved financial service providers for successful applications. There are no hidden costs.
Please feel free to get in touch for a free, no obligation introduction, perhaps over a coffee.
Please feel free to get in touch for a free, no obligation introduction, perhaps over a coffee.