Sean Clark- Financial Advisor

Need financial advice?

Here's how I can help.

💲 Understand your requirements by asking quite specific and sometimes awkward questions with the sole intention to obtain your plans for the future
💲 Conduct a risk-psychological profile to understand your reaction to risk and understanding of what risk means to you personally
💲 Research the best possible solution for your personal situation and then explain the recommendation to you in clear, easy-to-understand language to enable you as our trusted client to make an informed decision.

The recommendation will be in written form which enables you to take away and consider it. Our financial advice covers UK pension transfers, KiwiSaver advice, investment planning, and retirement planning.

If this sounds like something you need help with, get in touch with me today.
027 393 9758
[email protected]

News Update: New Zealand is "well positioned" to weather volatility.

New Zealand’s Minister of Finance Grant Robertson says the country is “well positioned” to withstand a turbulent time as the Dollar declines, while inflation is forecast to remain elevated for longer.

The New Zealand Dollar has fallen 19% over the last six months against the U.S. Dollar and continued to fall on Tuesday.

The Finance Minister said that in this situation "imported goods potentially can cost a little bit more". However, exporters were "potentially going to be able to make greater profits. But it's a very volatile and uncertain situation,” RNZ reports.

He added that the U.S. Treasury’s interest rate decisions were "leading a lot of those who speculate on currencies back to the U.S. Dollar. That has an impact on virtually every currency in the world, including the New Zealand Dollar.

Read the full article here: https://www.devere-newzealand.nz/news/New-Zealand-is-well-positioned-to-weather-volatility

Thanks so much for your kind words, Karen. I'm glad I was able to assist you in getting your pension back.

Need help getting your pension back on NZ shores?
027 393 9758
[email protected]

Investment Planning.

I work with clients to understand where they want to be financially and develop a strategy of what it will take to get there.

Each client is unique, we work together to gather information on clients to understand how we can help to achieve long-term goals or aspirations and long-term wealth.

Buying a home, vehicle or bach, changing jobs, getting married, travelling, educating children, retiring, and building up an emergency fund are all examples of investment goals that deVere New Zealand has helped clients to achieve.

Want to start planning your future?
027 393 9758
[email protected]

NEWS UPDATE.

The Reserve Bank of New Zealand (RBNZ) announced its seventh consecutive rate hike on Wednesday and indicated a more hawkish policy stance over the next few months to curb soaring inflation.

The aggressive tone within the central bank’s statement cautioning of future rate rises happening sooner than forecast bolstered the New Zealand Dollar and lifted swap rates.

The central bank hiked the official cash rate (OCR) by 50 basis points to 3.0%, a level not seen in seven years, and now forecasts rates to hit 4.0% by early 2023, compared to a prior forecast of 3.7%, Reuters reports.

The fourth consecutive 50 basis point hike unveiled on Wednesday, together with previous smaller increases that increased the cash rate from an all-time low of 0.25% in October, signalled the most aggressive tightening by the RBNZ since 1999.

Check out the full article here:
https://www.devere-newzealand.nz/news/RBNZ-unveils-7th-straight-rate-hike

Thanks so much for your recommendation Garry.

If you are looking for insight into managing your finances, send me a message today and we can discuss how I can help you.

Thanks so much for your review Stuart. We are glad to have helped with the transfer!

If you are after a similar service don't hesitate to reach out.
027 393 9758
[email protected]