The Investment Desk
Investment Advice is an area of speciality. mySolutions has a group of AFA's Nationwide to assist your client with their FInancial Planning needs.
The service is designed to assist our network of Professionals who require:
- Planning needs.
- KiwiSaver
- Pension Transfer
- Management of Superannuation Funds
- Pie Investment Funds
- Investment Property Purchase
- Retirement Planning
- Education Funding for Family
- Creating Inter-generational Family Wealth
'The Investment Desk' can assist your client nation wide and/or introduce you to a local adviser who can meet with your client face-to-face.