Future Vision Financial Advisers

22/05/2025

If you've recently sold your farm or business and are looking to invest for a steady income, now is the perfect time to explore your options. Whether you're considering real estate, shares, or other investment avenues, taking the right steps can help you build a secure financial future. Let's discuss strategies that align with your goals and risk tolerance. Your next chapter of financial growth starts here.

12/05/2025

With Interest rates declining consider diversifying your financial portfolio by transitioning from traditional term deposits to investing in shares. This strategic move can potentially yield higher returns and align your investments with your long-term financial goals. We evaluate market conditions and your risk tolerance to make informed decisions that could enhance your wealth over time.

31/03/2025

Consider diversifying your financial portfolio by transitioning from traditional term deposits to investing in shares. This strategic move can potentially yield higher returns and align your investments with your long-term financial goals. Evaluate market conditions and your risk tolerance to make informed decisions that could enhance your wealth over time.

Specialising in the development of comprehensive financial strategies for its clients, Future Vision Financial Advisers provide advice on wealth creation, wealth management, risk management, retirement planning, KiwiSaver, farm and business succession planning and estate planning.

18/10/2021

To all you people who think they are bullet proof, just a reminder that life is fragile and tragedy is around the corner when you least expect. One of my clients, a 57 male, had a heart attack recently and unfortunately passed away. The couple had there own successful business but he was the face of it. Fortunately his wife is just about to receive the proceeds of his life insurance.....$800,000. It wont bring him back but the family's financial position is secure.
IF YOU NEED TO DISCUSS TAKING OUT LIFE INSURANCE OR REVIEW YOUR CURRENT POLICY GET IN TOUCH.

24/03/2021

Have a UK pension fund and want advice about transferring to NZ?
Come in and find out how.

03/03/2021

Term Deposit rates are not even keeping up with inflation. Now is the time to look at alternative investments to generate your retirement income. Call me today to discuss. 0274888459

28/11/2019

Interest rates at record lows. Contact us to look at higher income options

18/12/2018

World share markets have had a serious decline in the current quarter. For those in KiwiSaver Conservative funds you may want to consider switching to a more aggressive fund to take advantage of this. Our preferred fund is Generate, NZ owned, KiwiSaver focused. See attached investment statement.

https://www.generatekiwisaver.co.nz/file/media/Generate%20PDS%2030.09.18.pdf and choose a fund that suits.

If you wish to join please complete the online application.

https://www.generatekiwisaver.co.nz/join?advisor=JGF01

02/11/2018

Those of you in default conservative KiwiSaver funds, with more than 10 years to retirement, may want to consider switching to a balanced or growth fund based on what happened to world markets in October🤔

Want to know your investment risk profile? Find out by completing the questionnaire in this link.

https://www.pocketrisk.com/shared_q/e99766

25/10/2018

Did you know....if an insurance client (or family) has a lump sum payment in the event of death, trauma or total and permanent disability they may be able to claim a financial planning benefit (up to $2,500 depending on the insurer) if they seek advice from an accredited financial adviser.