How do I balance enjoying my retirement and leaving something for the family?
Who is left to deal with my financial wishes when I am no longer here?
Who do I call to help me make the tough financial decisions?
Why It Matters
Planning for your legacy can be challenging and daunting. We all think we are invincible and that we have time to make those plans, until we run out of time.
The markets are shifting, governments are changing laws on a regular basis – are you and your loved ones protected if the industry you’re investing in changes quickly?
With over 30 years experience in the industry, I know all the ins and outs and all the dos and don’ts of the game. My passion is to help my clients create an investment plan that works for them. Our clients are invested in over 45 countries.
I can help you maximise your returns and make your money work hard for you so that you can enjoy a comfortable happy retirement lifestyle without worrying about what will happen afterwards.
A Quick Story
A widow in her mid 70’s was lucky enough to retire with a large property portfolio.
She wanted to have a great lifestyle (she’s an avid traveller – when she can) and she knew she had more than she needed to enjoy her life.
One of the biggest challenges is that we just don’t know how long we will live.
So she decided to work with me to not only secure the present, but her wishes in the future.
She has a growing family of grandchildren and beyond and wants to make sure they are looked after.
Because she has placed her trust in me, she can focus on living her life without worrying about the afterwards.
Don't just take it from me.
His strongest desire is to make a tangible difference for his clients and future generations of their family. John has a strong sense of family, he believes strongly in wanting to contribute back to the community.
I can honestly say I have not met a financial adviser where money is not the financial driver for him, it’s much more personal, it’s about making a difference. I’d recommend anyone who wants certainty in their financial investments talk to John."
There's no nonsense with John - if you want to succeed, he will help you do it and in doing so, you will meet and be assisted by one of the nicest and most professional people I know, who also lives by a set of principles steeped in integrity. A hard thing to find these days!
I strongly recommend you contact John and get to know him. You won't regret it."
John has been able to help our clients leverage and re-invest their hard-won gains, made both personally, and in business. John has been working in his area of Investment Expertise for a long- time, so has ridden all of those waves in the marketplace. He is committed to helping clients mitigate their investment risk, and in these days and times, his level-head and thorough but relatable approach to Investment are exactly what we all need.
He makes investing simple, effective and takes the worry away."
Our Consultative Wealth Management Process
When you work with me - we use my proven 5 step system.
Step 1: Discovery Meeting
Complete Discovery Process
Step 2: Investment Plan Meeting
Presentation of Investment Plan
Step 3: Mutual Commitment Meeting
Confirmation of commitment
Step 4: 45 Day Follow-Up Meeting
Organisation of account paperwork
Step 5: Regular Process Meetings
Review of progress and implementation of advanced planning if required
The next step a wealthy retirement
We are here to help you maximise your returns and make your money work hard for you. By understanding your situation and the goals you want to achieve, we can work out a unique plan to help you get there smoothly.
Call our team on 0800 225 665, send us an email or click the button below to schedule a discovery meeting.
Meet John Milner
John grew up in West Auckland. His father was in multiple businesses. Over the years, he watched him and saw how companies affected the financial landscape.
After seeing friends and family invest in the share market as if they were playing Lotto (and winning like it as well), John realised the value of advice. He became eager to learn and help others succeed.
He started his career in the music business. Being part of international deals and seeing the industry fade over time, he learnt what worked and what didn't and gained an understanding of what a strong financial investment is.
John was then involved in retail. He worked with big companies like The BBQ Factory & Noel Leeming's when they were only in their early days.
He loved the excitement of growing these businesses from just 1 store into big retailers and got a taste of how businesses could be scaled.
From there, together with two business partners, John built a successful financial services business that became the gold standard in New Zealand.
Now John's boutique practice works with a small number of private clients. He enjoys working with them helping them create a retirement plan that works for them so that they won't outlive their money.
Qualifications
Post Graduate Diploma in Business Studies (Personal Financial Planning)
Certified Financial Planner (CFPCM)
Certified Life Underwriter (CLU)
Accredited Investment Fiduciary® (AIF®)
Certificate Financial Services Level 5
Qualifications
Post Graduate Diploma in Business Studies (Personal Financial Planning)
Certified Financial Planner (CFPCM)
Certified Life Underwriter (CLU)
Accredited Investment Fiduciary® (AIF®)
Certificate Financial Services Level 5
Frequently asked questions
Do you work with clients across New Zealand?
I’m based in Auckland, I work with clients across New Zealand and am a regular user of Zoom & Skype. My investments are based in New Zealand but even keep in touch with my clients when they travel overseas.
What types of clients do you work best with?
My clients are good people who want an investment adviser who will treat them like a human not just a number. I build strong relationships with my clients.
What qualifications & experience do you have?
I have worked for over 3 decades in the investment field and my qualifications include:
(list qualifications)
- Post Graduate Diploma in Business Studies (Personal Financial Planning)
- Certified Financial Planner (CFPCM)
- Certified Life Underwriter (CLU)
- Accredited Investment Fiduciary® (AIF®)
- Certificate Financial Services Level 5
What’s the first step in working with you?
You can book a call by clicking here.