rfp.co.nz

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A premier Auckland based financial advisory firm focused on Private Wealth and Risk Management services for discerning clients and business institutions. Combined 39 Years experience utilising the latest technology, research and time tested holistic methodologies to assist clients with their financial goals. Resource Financial Planning Ltd. 350 Lake Road, Takapuna,. Auckland, 0740, New Zealand. PO Box 331496, Takapuna, 0740. Tel: 64 9 489 6860. Toll free: 0800 663 687. The core business focus. Our team i...

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about us | rfp.co.nz Reviews

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A premier Auckland based financial advisory firm focused on Private Wealth and Risk Management services for discerning clients and business institutions. Combined 39 Years experience utilising the latest technology, research and time tested holistic methodologies to assist clients with their financial goals. Resource Financial Planning Ltd. 350 Lake Road, Takapuna,. Auckland, 0740, New Zealand. PO Box 331496, Takapuna, 0740. Tel: 64 9 489 6860. Toll free: 0800 663 687. The core business focus. Our team i...

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about us | rfp.co.nz Reviews

https://rfp.co.nz

A premier Auckland based financial advisory firm focused on Private Wealth and Risk Management services for discerning clients and business institutions. Combined 39 Years experience utilising the latest technology, research and time tested holistic methodologies to assist clients with their financial goals. Resource Financial Planning Ltd. 350 Lake Road, Takapuna,. Auckland, 0740, New Zealand. PO Box 331496, Takapuna, 0740. Tel: 64 9 489 6860. Toll free: 0800 663 687. The core business focus. Our team i...

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rfp.co.nz

1

Private Wealth

http://rfp.co.nz/private-wealth.html

RFP has been providing a comprehensive goal based wealth management service since its inception and this concept has lead to the core client base remaining with the firm to this day. We built this foundation on trust; and all relationships in life tend to grow from this one key trait. To form a professional partnership with us means a secure environment from day one and an on-going comprehensive approach to your wealth management. What in life are you most passionate about? Opportunities outside the box.

2

KiwiSaver

http://rfp.co.nz/kiwisaver.html

Trondheim city, Norway. KiwiSaver is now the gold standard for New Zealand retirement savings and offers a facility far superior to other current and older superannuation platforms in the market. We have a broad knowledge of how the KiwiSaver system works along with the varying investment managers used in the scheme. We are passionate about KiwiSaver as it is a low fee, efficient, tax effective and highly transparent way of building up retirement savings or savings for a first home. Tel: 64 9 489 6860.

3

Advisors

http://rfp.co.nz/advisors.html

The city of Rotterdam, The Netherlands. Principal/Advisor - AFA, CFA Claritas, IB I.T. Nat-Cert Fin Services (Level 5), Adviser Link. Okke Joined RFP in 2004 and is responsible for Private client wealth and risk. Management strategies as part of RFP’s comprehensive advice process for clients. Since beginning in 2004 he has maintained both internal and external mentorship. And insight from various Executives world wide to maintain and further his knowledge. Principal/Advisor AFA, CFP, Dip Bus (Massey).

4

Insurance

http://rfp.co.nz/insurance.html

Lighthouse, North Sea. RFP’s approach to personal risk management is simple: Comprehensive cover to keep ones back against the wall. Why erode cash reserves, investment portfolios and other assets in order to fund life in the event of disablement, critical illness or death when a properly positioned insurance programme will take care of this for you. Lump sum covers: Life Insurance, Trauma/Critical Illness, Permanent Disablement. Income Protection and Mortgage Protection. Resource Financial Planning Ltd.

5

about us

http://rfp.co.nz/index.html

Washington DC, United States of America. Is not only to provide sound investment advice but to cover all risks by adding in. Comprehensive insurance planning. The firm was started with a combined 58 years. Of prior knowledge and a need to address a gap in New Zealand’s advice market. The core business focus. Our point of difference. We do not take a shotgun approach to clients, we aim to work with a smaller, quality private client base as this means the core advisory philosophies are maintained and quali...

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A premier Auckland based financial advisory firm focused on Private Wealth and Risk Management services for discerning clients and business institutions. Combined 39 Years experience utilising the latest technology, research and time tested holistic methodologies to assist clients with their financial goals. Resource Financial Planning Ltd. 350 Lake Road, Takapuna,. Auckland, 0740, New Zealand. PO Box 331496, Takapuna, 0740. Tel: 64 9 489 6860. Toll free: 0800 663 687. The core business focus. Our team i...

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