top of page

Our Services

"it really is 
that Simple"

At Simple Advice we have 

one goal to make things

simple, letting you have more

time to do what you do best

and what you enjoy.

Moving House

Insurance

  • Protecting your income, accessing private health care and ensuring you're covered against your debts
     

  • Repaying business debt, replacing lost revenue, or buying out a shareholder
     

  • Reducing insurance costs over time
    Covering professional indemnity, public liability, and business assets

ACC

  • ACC CoverPlus Extra allows you to choose the payment amount you receive in case of an injury
     

  • Lowering your ACC costs
     

  • Avoiding duplicate income protection payments with ACC and private insurance.
     

  • Streamlining your ACC claims and taking control of your ACC bill

KiwiSaver

  • Optimize KiwiSaver: Maximize your returns by avoiding default schemes.
     

  • Align with Goals:
    Ensure your contributions align with your desired future.
     

  • Education:
    We educate you on your options and their implications, helping you make informed decisions
     

  • Provider Comparison:
    We show you the difference investing with the right provider and scheme can make to your returns

Managed Funds

  • Diversification:
    Spread risk by investing across a range of assets.
     

  • Professional Management: Skilled managers make informed decisions to maximize returns.
     

  • Accessibility:
    An easy entry point for investors without the resources to invest directly.
     

  • Liquidity:
    Provides flexibility and easy access to your investments.

Life Time

Cashflow Modeling

  • Holistic View:
    Lifetime cashflow modelling provides a detailed view of your financial future.
     

  • Scenario Analysis:
    Allows for exploring different life events, financial decisions and their impact on your finances.
     

  • Informed Decisions:
    Helps you make better decisions and plan accordingly.
     

  • Flexibility:
    Adapts to changes in your circumstances, allowing for adjustments to inputs and assumptions.

Lending

  • Refixing your home loan with your bank to ensure it's in your best interest.
     

  • Restructuring your mortgage for faster repayment
     

  • Assisting with the purchase of your next property.
     

  • Funding your next business acquisition

bottom of page