David Peters Certified Financial Planner, Member of

Institute of Financial Advisers website www.ifa.org.nz

Financial planning online is designed to provide you with full service financial planning on a fee for service basis. We provide clients throughout New Zealand with initial and ongoing financial planning advice.

This means that wherever you are in New Zealand, you can still use our services. Gone are the days of using the local Financial Adviser just because he/she is local. 

Our clients expect, and receive high quality advice on meeting their goals and objectives.  No pushy sales, no product pushing, just what financial planning should be.

The Financial Plan provides recommendations on each area of advice, including but not limited to

• Cash and Debt Management
• Asset Protection
• Risk Management
• Investment Planning
• Retirement Planning
• Tax and Estate Planning

Product recommendations will also be provided, we have agreements with most of the major product providers, though our advice will not be biased due to these relationships.

* Please be aware that although we offer an online financial planning service, it does not mean that a computer simply generates a Financial Plan. Our Financial Plans are not computer generated or generic in nature. We prefer to provide each client with personal attention to ensure that we offer tailor made recommendations that are pertinent to the client.

Financial Planning has three components core objectives.

• Protecting your Lifestyle
• Creating Wealth
• Planning for and/or managing Retirement

All of these components require Financial Advice on Tax and Estate Planning on an on going basis.

Essentially a Financial Plan will ensure that goals and objectives are met by minimising the factors that prevent there realisation. While making the best use of your assets and income to achieve your dreams.

You have a choice of course, manage your own financial affairs, or employ a professional to help you. Surely you would employ a Solicitor to help you write your Will to ensure your beneficiaries share the fruits of your labour, it is just as important that you employ a Financial Planner to help you bear that fruit for you to enjoy as well.

Reading the attached document will give you further insight into what a Financial Planner does by clicking here.

So if you want to take the first step to securing a better financial future and have a Comprehensive Financial Plan written for your individual circumstances, then follow the easy steps below

• download the data collection booklet by clicking here.

Please be aware that the questions in this booklet are not extensive and your answers may lead to further questions relating to your individual circumstances.

forward the completed booklet by either

• scanning and emailing it to dnapeters@xtra.co.nz
• or mail it to David Peters PO Box 629 Masterton. 

Send payment of $950.00 plus GST, payment is required prior to any work being undertaken.

This payment can be made by

• cheque payable to DNA Financial Services Limited.
• or by Internet Banking, details of which will be provided to you by return email.

Once the completed booklet and payment is received we will then go through the process of writing your Financial Plan.

The final Plan will be sent to you via the postal address provided.

At this time please take the time to read and understand the recommendations provided. 

This is the critical stage of the process, it involves making various decisions to set you on the path of success.

I look forward to helping you achieve your dreams.