STRATEGIC ALLIANCES
As part of providing the full range of business services to our clients, we work closely with selected associate businesses to ensure our clients receive quality specialist support in some key areas.
Our alliances with the selected parties have greatly enhanced the services we provide. Our contacts include:
Insurance and Investment Advice
For insurance and investment advice we offer our clients the services of Christine Hay of Financial Sense.
Financial Sense prides itself on operating with the top level of compliance and ethics that its representatives must adhere to. This gives a high level of assurance to our clients.
Christine is experienced, qualified and skilled to research investments in detail. This ensures our clients receive the correct information regarding the investment before they commit their funds. Furthermore, with the provided information they understand the risks prior to investment.
Christine also provides her expertise and assistance to appraise your insurance needs, and covers both personal and business insurance requirements.
The range of services provided by Financial Sense includes:
- Financial Planning
- Investment strategies
- Full Risk Analysis
- Wealth Creation
- Insurance
- Business Finance – more information below
- Mortgage Brokering – more information below
For our clients, Christine offers a free review of investments and/or discussion on your insurance requirements. So call us today or email Christine direct and arrange your free introductory session.
Business Finance and Mortgage Brokering
Accessing business finance isn’t always easy to do. It often takes more time than expected, and appropriate financial documents often need to be provided.
At Financial Sense we can help you with many aspects of sourcing business finance, including:
- Developing the required documentation and business finance reports
- Sourcing and securing funds according to your requirements
- Structuring your finances and debt to best suit your needs
- Arranging short-term finance for you and your business
- Organise mortgage finance applications, and in many cases we can arrange a nil facility fee and up to $500 contribution towards legal fees. We are also a member of the NZ Mortgage Brokers Association
- Arranging hire purchase agreements, as we are agents for a major hire purchase provider
Most importantly, we can negotiate very competitive interest rates. Talk to us today about your requirements.
Human Resources - Employment Support
Our HR associate and specialist, Michelle McCormack, provides guidance and advice on all aspects of HR matters, including:
- Recruitment of new staff
- Terminating employment of existing staff
- Handling employment issues
- Employment contracts
- Avoiding personal grievances
- The do’s and dont's of firing staff.
In general, she can help you with all aspects of employment issues, and can guide you through the intricacies of hiring and firing staff. Contact us for further information on these services.