> Appointments,
discussions.
Reward / risk profiling.
> Investment planning with personalised recommendations.
Performance emphasis, managed growth portfolio
options. Sums over $50k, with tax efficiency.
Also specialist in extra large portfolios.
> Savings, superannuation plans up to $50k level.
Super DIY.
> Charities, with tax exempt portfolios.
> Income generating portfolios.
We also provide assistance with the following:
> Bond watch ratings service for financial
funds.
> Debt reduction,debt & stress free prosperity
goals
> Estate planning.
> Home equity release information.
> Home loan finance, sourcing.
> Investing online, when feasible & practical.
> Insurances: income, life, health. planning.
> Lifestyle advice, retirement, planning..
> Kiwi Saver scheme.
NB. Our contact page is undergoing maintenance.
Enquiries please send via email c/- to: magicsmg2021@outlook.com .
Thankyou.