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.

Income Protection: Safeguard your earnings with tailored coverage, income protection, and access to private healthcare, ensuring financial security against unforeseen challenges.

Business Resilience: Support business continuity with solutions for debt repayment, revenue replacement, and seamless shareholder buyouts to keep your operations stable.

Cost-Efficient Coverage: Discover strategies to lower insurance costs over time, maintaining essential protection without compromising on quality.

Business Asset Security: Protect your business with comprehensive asset coverage, including professional indemnity, public liability, and long-term asset protection

Flexibility with Payment Amount:
ACC CoverPlus Extra
Allows you to choose the payment amount you receive in case of an injury.
Cost-saving Strategies: Lowering Your ACC Costs Tips and tricks for reducing your ACC expenses.
Avoiding Duplicate Payments: ACC vs. Private Insurance
Understanding how to avoid duplicate income protection payments with ACC and private insurance.
Taking Control of Your Claims: Streamlining ACC Claims
Steps to streamline your ACC claims process and take control of your ACC bill.

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

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.

Home Loan Optimization: Refixing Your Loan for Best Interest:
Understanding the benefits of refixing your home loan with your bank to ensure it's in your best interest.
Mortgage Repayment Strategy: Restructuring for Faster Repayment:
Strategies for restructuring your mortgage to accelerate repayment.
Property Purchase Assistance: Buying Your Next Property:
Tips for getting assistance with the purchase of your next property.
Business Acquisition Funding: Financing Your Next Business Purchase:
Understanding the options for funding your next business acquisition.