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Accordia Services Limited
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PHONE - 03 348 1689. Latest News and Updates. Keep calm and carry on investing. Inflation - do we need it? China - Whats contributing to these global concerns. Working past retirement age. Dotcom and Friends. Yield isnt everything. On-line access. Investing and downturns. Worry time. Retirement funding. Accordia is a specialist private wealth management firm. You want high quality impartial solutions. You need to work with someone you can trust. You want to access information on your funds.
accordia.co.nz
The big trip
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PHONE - 03 348 1689. Zoe and Mike’s Trip. Zoe has set aside some of the funds they repatriated for the trip. With the help of Accordia, they have developed an initial portfolio and will add to this over the next 10 years or so. They are both looking forward to be sailing into the Greek sunset, and enjoying some well-earned special time together. Take the Next Step. 9658; Contact Accordia. Today to find out how we can ensure that you make your dreams a reali.
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Andrew the trainee
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PHONE - 03 348 1689. Andrew graduated from engineering school last year and has just started his first job. Having dreamed of being an engineer from a young age, working at a hi tech electronics company is the start of what hes sure will be an exciting and fulfilling career.
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Retired / Retiring soon
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PHONE - 03 348 1689. Retirement should be one of the happiest times of your life. A schedule-free opportunity to relax, indulge in your hobbies, enjoy the grandchildren and perhaps even some travel. For too many people money worries detract from the pleasure of these precious years. The initial delight at receiving a lump sum gives way to anxiety and dread as they wonder how to make the money last and still manage to meet their day-to-day needs. Now you can relax. Take the Next Step:.
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David's dilemma
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PHONE - 03 348 1689. After a 40 year career with his local authority, David’s decided it’s time to quit the rat race. Having invested every month in a superannuation scheme, he’s expecting to receive a lump sum of around $750,000. David’s never had this kind of money before, and is really concerned about what he should do with it. Take the Next Step:. 9658; Contact Accordia. Today to find out how we can ensure that you too can relax and enjoy a happy retirement.
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Investing for others?
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PHONE - 03 348 1689. Investing money for other people can often be much harder than investing your own. You need to be comfortable about handling the responsibility and. Feel confident about the actions you take. This can be particularly challenging if you don’t have professional expertise in financial planning. There’s also the issue of being seen to be make independent decisions on behalf of others that are in their best interests. You need excellent systems and processes. Take the Next Step.
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Investing for Retirement
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PHONE - 03 348 1689. Whether youre 16 or 60, retirement planning is essential. And with Accordia, its easy. You may be looking forward to retiring, or it may seem like an eternity away. Either way, its important to have a plan to make sure its as enjoyable as possible. You need to consider where youd like to live, the sort of lifestyle you want, and crucially how youre going to finance it. Perhaps you plan to move to be nearer to your family? Dont be daunted - were here to help you every step of the way!
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Graeme's Rotary Club
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PHONE - 03 348 1689. Once a month Graeme meets with the other Trustees of his Rotary Club’s Charitable Trust. They meet to decide how to manage the trust’s $340,000 fund, and who should benefit from Rotary grants. Their investments decisions are vitally important, as the profits determine the amount of money available to make the grants. They consult with Accordia. Take the Next Step. 9658; Contact Accordia.
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Saving for something?
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PHONE - 03 348 1689. Whether your dream is to buy a new house, take an amazing trip or expand your mind with an educational course, smart investing can be the best way to achieve that for you or someone you care for. Instead of just putting the money in a local bank you could be accessing the worlds investment markets. Regular monthly payments or a lump sum invested wisely can soon get you on track to creating a portfolio that will allow you to achieve your aspirations whatever they are.
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Jane the entrepreneur
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PHONE - 03 348 1689. Jane has every reason to celebrate. After being made redundant 10 years ago, she decided to start her own PR business. Things were tough initially, but with hard work and determination she gradually built a thriving practice. Earlier this year, a major media company bought Janes business for a tidy sum. Having been busily focused on her career, and then her own business since she left college, Jane has never taken the time to make any provision for her retirement. Dont wait any longe...
