Our process is designed around you

We'll help you to make informed decisions about your future. But first, we need to know what you want your future to look like. Then, we'll take a look at where you are now and build a plan together that you're happy with.

Why we work this way

To help create your plan, we'll need to understand how you make decisions, what is important to you, and what you want the future for your loved ones to look like. It’s also important for you to understand what our advice is going to look at and for you to get a feel for the work we will undertake with you.

How you can help us to help you

deVere New Zealand offers a free no-obligation review meeting that can be done in person, over the phone, or by video conferencing. This covers personal details, as well as financial detail about your expenditure, savings, debts, and your future plans and aspirations. 

Between us, we will agree upon the areas where we are able to help you the most.

We will need to know as much as possible about your current situation. This way we are able to research the solutions that best suit your needs and goals and prepare our Statement of Advice.

Our final stage is to present the advice to you, explain it in a transparent and easy to digest format, and then together we will agree upon the implementation of the plan.

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