Wealth Build

Do you own an existing home but have always wanted to build your very own brand-new home to your specifications? Through your home ownership to date you have no doubt seen your wealth appreciation through that property ownership. By designing and building a new home house not only do you get your ultimate house but it’s also a great way to further increase your wealth through some good advice along the way.

Our team of specialists will help you every step of the way through our Wealth Build package which includes:

  • The advantages of building a new home rather than buying an existing one,
  • The overall process of buying and building from start to finish and how it differs to a straight purchase
  • Establishment of the financial plan required, for instance do you intend to hold or sell your existing home.
  • Our money management plan will help you to establish the best way to finance your new property including managing the double up of rent or existing mortgage repayments while your build takes place. We’ll show you how you can potentially have no payments throughout the build process depending on your situation while organising your finance for the new purchase.
  • We will give you advice on the different ownership structures, for instance should you have a Trust, do you know the advantages and disadvantages etc.
  • We would review your Kiwi Saver to make sure you are getting the best returns for your retirement as part of your wealth plan and in some instances you are able to use this even if it is not your first home.
  • We would give you advice around your personal and home and contents insurance to make sure your new level of risk is covered and that you have the best available cover.
  • Our team of advisers are available to talk to you outside working hours to give you the best advice and service at a time that suits you.
  • We would help with your wealth plan so you can get into your next property through Investment.

If you’re interested in a free consultation, complete the form below and get started.

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