As a partner and member of the research-based LIFE-TIME Financial Group, a major provider of impartial evidence-driven advice and solutions and one of NZ’s oldest and most successful financial advisory practices, we can provide a range of professional services:

Personal financial planning

Providing an integrated and structured approach to meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education or planning for retirement. Financial planning provides direction and meaning to your financial decisions. The financial planning process consists of six steps that help you take a holistic approach to assessing where you are financially. Using these steps, we help you work out where you are now, what you may need in the future and what you must do to reach your goals.


Personal investment advice

We ensure the value of your investment is enhanced through a structured, evidence-based and effective approach. We don't aim to pick winners or make short term decisions, but base our recommendations on long-term, proven and low-cost strategies.


Personal risk management and wealth protection

We face many risks in life. Our personal risk management service helps you identify and assess key risk areas, and put in place strategies to minimise their impact to provide choice, cash and certainty. We'll review existing arrangements to determine ther suitability as well as including solutions such as insurance, wealth protection will involve liaison with other professionals for areas such as wills and estate planning. Our recommended solutions are impartial, based on purchased research.


Retirement planning and KiwiSaver

Determining retirement needs and goals, assessing current provisions such as KiwiSaver, and providing solutions for any shortfalls.


Business investment advice

Ensuring the value of your organisation’s investments achieve stakeholder needs and expectations through a structured, evidence-based approach. Our solutions are based on long-term, low cost and proven strategies that help directors and trustees meet their obligations and requirements.


Business risk management

Providing a robust framework for identifying key human capital risk issues such as shareholder intentions and key person risks, and putting in place effective solutions. It can include buy/sell purchase, key person insurance and business expense cover.


Employee benefit service

As part of an effective employee strategy, good employment benefits help attract and retain top staff. This can include group health, group life, salary continuance and financial planning packages.

About Natural Edge

At Natural Edge, we provide strategic financial consulting, helping you make sense of your financial world. We provide strategic financial clarity – so you can act confidently; freeing your time up to focus on what matters to you most.

Contact

Let us create financial clarity from complexity for you – talk to us today.

Natural Edge
Peter Lee
Strategic Financial Planner
Authorised Financial Advisor
peter@naturaledge.co.nz www.naturaledge.co.nz

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