Life Path Advisory
Waipu
Professional Services
Life Path Advisory – Your Life. Your Goals. Your Financial Future.
Life Path Advisory provides friendly, straightforward financial advice to help you make the most of what you have today and build towards the future you want.
We can help with:
- KiwiSaver – reviews and personalised advice to help make sure your KiwiSaver is working for you
- Investing & Wealth Building – you don’t need a large lump sum to start investing. You can start small, invest regularly and build over time. The important thing is to start.
- Retirement Planning – helping you think beyond KiwiSaver and put a plan in place for your future
- Life & Health Insurance – protecting you, your family, your income and the things you’ve worked hard for
- Australian Super Transfers – helping you understand your options for bringing your Australian super home
- UK Pension Transfers – advice and support for eligible UK pension transfers
Whether you’re starting with your first KiwiSaver review, wanting to invest a little each week, or looking at the bigger picture for retirement, financial advice doesn’t have to be complicated.
We’ll help you understand your options, make informed decisions and take that next step with confidence.
The best time to build your future is now.
Frequently asked questions
Life Path Advisory is available by appointment every Thursday in Waipu. The main office is located at 7 Norfolk St, Whangarei, open Monday to Friday 9am–5pm.
Life Path Advisory provides KiwiSaver reviews and personalised advice, investing and wealth building strategies, retirement planning, life and health insurance, Australian Super transfers, and UK pension transfer advice.
No. Life Path Advisory helps you start small and invest regularly over time to build wealth. They offer advice whether you're starting with your first KiwiSaver review or looking at larger retirement planning.
