We do much more than just Mortgages & Insurances..
The main thing that sets us apart from other firms is the comprehensive nature of the services we offer. We were fed up with how stratified the financial services industry had become, and we realised it would save our clients a lot of stress and hassle if we could provide a bundled service on all the most complex financial subjects – a complete one-stop shop.
Our team of 40 brings together a wide range of expertise across all financial areas, and can help you navigate everything from your personal accounting, business planning, insurance policies, property investment, mortgage structures, KiwiSaver and much more.
We always ensure we understand your specific set of circumstances because we realise that every person is unique, so we tailor our advice that way.
- Mortgage Broking & Advice– helping people get into their first home, buy investment property and how to structure their mortgages smarter, so they can save tens of thousands of dollars in interest and years off their mortgage
- KiwiSaver Advice– Over 70% of people are with their banks and default funds and are losing 10’s of thousands of dollars in retirement savings through a lack of advice. We advise people to make informed decisions as to what would be the most suitable fund they should be investing in for their specific circumstances, and determining what their risk tolerance is. The right fund will make tens of thousands of dollars difference to your retirement
- Insurance Broking & Advice– helping protect people and their assets with the right amount of insurance for those unforeseen things that can happen in life. Often we find that people are either over-insured or under-insured, so we recommend regular reviews
- Accounting – full in-house accounting team that specialises in giving businesses advice on how to grow, not simply just doing compliance work. From Property Investors to large businesses our accounting team provide whatever services you need.
- Financial mentoring– helping individuals, families and businesses get ahead by providing a solid plan with structure and accountability.
If we can assist you with any of the above, please let us know and we’ll take care of all the details from there. Many of our services come at no cost to yourselves!
Plenty of pampering and adventures on girls’ Dream Days
One50 Group own charity “One50 Dream Days” has been very busy this month giving two awesome families a deserving day out to remember. Both families have a special girl in their lives who’s been going through a tough time recently with serious illness.
First meet Gardenia – she’s 14 years old and was first diagnosed with kidney disease at age 12. She’s currently on dialysis, awaiting a matching donor. Gardenia and her family were picked up on their Dream Day and first taken to the Mt Albert Grammar School (MAGS) working farm, where they were able to watch cows being milked, calves and pigs being fed – and they even got to feed a lamb! They then headed off to Takapuna for a wee wander along the beautiful beach, followed by a scrummy shared lunch at Pita Pit with the crew from One50 Group. Next it was off to Snowplanet, where Gardenia had her first ever experience with snow! She was then picked up in a Lamborghini and taken to Manly beach for a ride in a Sealegs boat – this was the first time on the water for Gardenia. After an exhausting but fun day, the tired family were taken back home – Gardenia was also thrilled with her gift of a Sony PlayStation.
Lauren is only nine years old, but has sadly recently been diagnosed with cancer, and undergone numerous gruelling treatments over the past year. For her Dream Day, Lauren and her family were driven in a Lamborghini to an airport on the North Shore, where they got to experience a scenic helicopter flight around Auckland! After the flight, they were taken to the MAGS working farm, where they fed the animals and even had a ride in an all-terrain vehicle. Next stop was a yummy picnic sushi lunch in Albany and then the family were treated to a nails and make-up pamper session. Silver Fern Michaela Sokolich had made a special video to give to give to Lauren, along with a goodie bag. The final stop of the day was to Yolanda and Wolfe Donut shop, where they got to fill and decorate their own donuts – as well as eating some with a hot drink!
We’re very proud to be able to bring One50 Dream Days to a deserving child or family whose lives are affected by a disability or serious illness. If you think that you or your business are able to help run one of our Dream Days or offer any goods or services, then please reach out to your One50 Group financial adviser or contact our Dream Day coordinator Liz Munt at email@example.com
Check out our other Dream Days here
Each month One50 Group is proud to recognise one of our top performers by honouring them with our “Outstanding Human of the Month” award. This month, we’ve chosen our fabulous senior accountant Hope Barnett as the recipient. Hope lives and breathes our core company values, she’s a great leader and mentor to her peers. She’s highly respected by her clients, and does an outstanding job looking after their financial needs. You’ll regularly find her working late into the night and on weekends to ensure her clients’ needs are met and that they’re fully informed of their tax obligations, with no hidden surprises.
Great work, Hope!
Here’s a summary of our core values that the team are constantly striving towards:
#To give To give great advice, great opportunities to the community and give happiness to others
#Inspire Lead from the top, for our clients and our peers
#Achieve Achieve greatness for our clients, in our careers, our financial lives and in our relationships
#Progress = happiness If we can see the progress, we will be happy
#Be constantly evolving Evolve our client offering, our systems and processes, our advice, our personal lives, our business systems. If something doesn’t make sense, then question it and let’s evolve it
#Cultivate the positive One50 family environment Cultivate a positive team-spirited attitude, encouraging our team to grow, share and encourage others
#Take ownership Take pride in what we do, be the brand, be accountable for our actions, take responsibility
#Create fun and enjoyment Work hard, play hard
#Healthy body, healthy mind This leads to success in all aspects of our lives. We want to encourage this, our investment in health and wellbeing leads to success at work and at home
#Act with integrity through open and honest communication In our advice to our clients, communication with our peers, with any conflict resolution, address things head on, with transparency and integrity. For more information check out http://loanigo.co.uk/payday-loans/
#Embrace the One50 culture We are family – our clients and our team!