David Peters CFP
Special offers
Financial Planning online
Financial Advice online
UK Pension & Australia Super
KiwiSaver & Investments
Debt Management for all NZ'ers
Insurance Brokering
Domestic Insurance quote


KiwiSaver offer

I believe in having well informed KiwiSaver clients, so all new clients that transfer their existing KiwiSaver or sign up with David Peters will be sent

  •  FREE Mary Holm's book "The Complete KiwiSaver"

 * Please note that Mary Holm acts independantly to this offer and therefore does not endorse this offer.


Investment offer

David Peters has access to a wide range of Investment offerings, where possible the following offer will apply 

  • Until 1st June 2010, David Peters is pleased to offer new Investors
  • A reduced entry fee normally up to 5%, reduced to 1%. 


Financial Plan offer

I enjoy writing Full Financial Plans for new clients, as it sets people on a path of protection & potential posperity.

Because of this I am happy to offer

  • a Full written Financial Plan for $300 plus GST.
  • Until 1st June 2010.


UK Pension transfer

Keep more of your money

  • Normally entry fee up to 5% for NZ Managed Investment.
  • Until 1 July 2010, where possible entry fee reduced to just 1%


These offers are available to new clients throughout New Zealand.

If any of these offers are of interest to you please complete the details below and I will be in touch with you as soon as I am able.

Please see below for a full list of products and services available.

 


David Peters is pleased to offer a wide range of services to you.

 Financial Planning | Insurance | Investments | Kiwisaver

Financial Planning

  • Cash and Debt Management
  • Budgeting and Goal setting
  • Retirement Planning
  • Education Planning
  • Property Investment
  • Personal Risk Management
  • Asset Protection
  • Taxation and Estate Planning

Insurance

  • Life, Trauma, Total & Permanent Disability, Family Protection.
  • Mortgage and Redundancy cover.
  • Health & Medical.
  • Income Protection.
  • House, Contents & Vehicle.
  • Commercial Insurance.

Investments

  • Cash, Fixed Interest, Property, Shares & Options Funds.
  • UK Pension Transfer service.
  • Australian Superannuation Transfer to Kiwisaver service.

Kiwisaver

  • New Zealand Individual Superannuation funds.

If there is a financial service that you require that is not listed here I will endeavour to provide this to you personally or refer you to a local provider.