Member

Published: 17 January 2025

Financial Services,

Bespoke Financial Planning for Legal Professionals
Rutherford Rede offers NZBA members a complementary, comprehensive financial plan.

Participating members can expect:  

  • Discovery Meeting – an initial meeting designed to understand your financial position and clarify your personal goals and objectives.
  • Planning Meeting – a meeting to review your financial plan, detailing our advice based on your unique situation.
  • Personalised Advice – a formal document designed to help organise your financial affairs and attain your long-term financial and lifestyle objectives.

We are also delighted to offer a complementary in-chambers seminar, designed to help educate and inform attendees on the principles of successful investing and best practice financial planning.

 

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