Your family. Your business. Your home. Your future.
Life is connected. Your financial advice should be too.
At Velocity Financial, we help you see the bigger picture.
From mortgages, insurance and KiwiSaver to investments, business services and retirement planning, we bring your financial world together under one roof. Because financial decisions don't happen in isolation, and neither should your advice.
Whether you're growing a business, buying a home, planning for retirement, or navigating life's many milestones, we're here to help you make confident decisions at every age and stage.
We're not here for the five-minute conversations. We're here for the fifty-year ones.
We support individuals, families, businesses and impact sector organisations.
Get in touch for a complimentary consultation with one of our advisers:
http://www.velocityfinancial.co.nz/
Our goal is simple: every person better off after a conversation with us.
#FinancialAdvice #Mortgages #PropertyLending #KiwiSaver #Investments #Insurance #BusinessServices #RetirementPlanning
Our content is intended as general information only and doesn't take your personal circumstances into account. Always speak with your adviser before making financial decisions. Read our disclosures on our website: https://www.velocityfinancial.co.nz/about/disclosure-statement
Capital Planning Corporation is a New Zealand owned and operated company that is committed to building better businesses and helping people succeed through affordable cloud-based software, intelligent business services and practical knowledge. We specialise in effective tools for building inspections, life planning, financial planning and knowledge management systems for businesses, and through our range of SMART products, can give you more time to do the things that really matter.
Founded by Selwyn Kenneally in 1988, Capital Planning aimed to design and develop the software needed by everyone which wasn’t available on the market. Capital Planning went on to pioneer the design and development of point of sale systems for portable computers throughout New Zealand. Taking advantage of the needs in New Zealand and other areas throughout the world, Capital Planning developed other applications which have been installed in New Zealand and worldwide.
Capital Planning also specialises in a range of intelligent services including website design & development, e-commerce, and technical writing. With many years of experience in these industries, Capital Planning can tailor make solutions to suit you needs and your business. We focus on designing solutions around your business, who you are, what you do, and what your business goals are. We can help you to create an immersive and efficient online store for your customers, as well as a customer management system in order to drive sales and increase profits, which surely has to be great for business. Our technical writing team can also help to relieve the strain of producing easy to understand documentation from your technical jargon, in order to make great articles and documents for your customers to read.
HOW TO GET QUALITY INSURANCE BEFORE LIFE GO SUDDENLY WRONG
Life’s full of ups and downs. And most of us wouldn’t have it any other way. But if things don’t go to plan, what's your Plan B?
► WHAT WOULD HAPPEN IF YOU HAD A SERIOUS MEDICAL CONDITION? Do you want to rely on the public health system and the long waiting queues, or get the best treatment fast?
► WHAT WOULD HAPPEN IF YOU WERE UNABLE TO WORK BECAUSE OF A DISABILITY? Would you be able to pay for your lifestyle, mortgage or rent?
► WHAT WOULD HAPPEN IF YOU HAD A SERIOUS ILLNESS OR TRAUMATIC INJURY? Could you cover the expected and unexpected costs?
► WHAT WOULD HAPPEN IF YOU WERE NEVER ABLE TO WORK AGAIN? Could you afford to live without an income?
► HOW WILL YOUR LOVED ONES SURVIVE FINANCIALLY WHEN YOU ARE NOT HERE? Would your family be able to keep their home and lifestyle?
Sobering questions for sure and Insurance can be there to help you. At OAK FINANCIAL we help you focus on what’s important to you, your loved ones and your business and create a protection plan to bridge the big financial gaps you can’t afford to risk.
No stress on how much it costs because we help you tailor your plan to your budget and the insurer you choose pays us.
►WOULD YOU LIKE TO LEARN MORE?
Connect and message me.