Financial Planning
Visualising Your Financial Future
At Modern Financial, we believe the best way to understand your financial world is to see it. Using an advanced online analysis tool, Planolitix, we create a graph-based picture of your life, helping you clearly visualise your financial journey.
Personalised Financial Planning
During our meeting, we gather key information about your income, expenses, and debts, which we then use to build detailed financial graphs. We’ll also discuss your plans—whether that’s a career change, growing your family, or lifestyle shifts—and explore how these factors could impact your financial future. We take into account things like inheritances, business sales, property investments, and even your KiwiSaver to give you a complete financial picture.
Proactive Decision Making for Your Future
What makes our projections so valuable is that we don’t just focus on where you are now. We consider the potential impact of your future choices on your long-term financial success. This forward-thinking approach helps us present you with clear options, so you can avoid costly mistakes before they happen.
A Long-Term Partnership
Our financial modeling is an ongoing process, designed to grow with you. Once we have your details in our system, we continue to update your information as your circumstances change. This ensures that your financial plan evolves with you, always reflecting your current and future goals.
Focused on You
Everything we do is tailored to you. As your life changes, we’re here to provide guidance and keep your financial plan aligned with your aspirations, helping you make the best possible decisions now and in the future.
