Acquire Financial is your GPS on your financial journey, helping you navigate to your financial destination.
Tell us about your background? I have been working in the Financial Services Industry for just over 12 years after moving from the United Kingdom. I worked in roles with Westpac before moving to financial planning providing individual personalised financial advice. The next step was setting up my own financial planning practice and Acquire Financial was born. I have been a financial adviser for the past 11 years and love helping New Zealand clients achieve their financial goals.
Tell us about the services you offer?
Acquire Financial’s vision is to help as many New Zealanders as possible to achieve their financial goals, whatever stage they are at on their financial journey. At Acquire Financial we like to build long lasting relationships by helping clients in all aspects of their financial lives. We understand that everyone’s financial situation is different and tailor our financial advice to each individual and family’s situation, ensuring that they can achieve their financial goals whilst living the life that they want to live.
We believe that it is about finding the right balance. We are able to help clients with mortgages, investments, Kiwisaver, retirement planning, insurance and general financial planning allowing us to help clients throughout their entire financial journey. I believe that every financial goal is achievable as long as you have the right financial plan.
What is the feedback from your clients?
I sometimes wonder why I do what I do, but it comes back to one simple message, which is to be able to help everyday Kiwis achieve their financial goals; whether that is buying their first home, next shop, getting set up financially or planning for retirement, I am with them every step of the way. There’s a lot that goes into a financial plan and the journey that I take with my clients. It is the peace of mind that I give them knowing that I am always there to provide the advice they need, when they need it and that they have their financial life under control.
For further information email richard@acquirefinancial.co.nz
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Published 6 August 2021