Kiwisaver, Insurance and Financial Planning
The battle for life balance is hard to win; how do you save for tomorrow but live for today? The answer is tactics, clever tactics: muster your resources, plan carefully and find your happy
place – the sweet spot between a risky manoeuvre and a secure stronghold.
And that’s where we can help. Define your happy place, work out which of those risks you can take, and what needs to be kept safe in the strongbox. Once you’ve got that, you’re off to live your life, knowing that today is for living, and tomorrow is secure. What more could you want from a financial advisor?
We’re not a bank, or even a small institution. We’re a privately owned company with years of experience, vast qualifications and, most importantly, the philosophy that we’re here to help you live your life on your terms.
We start by finding out a little bit about you, your life, what’s important and what’s not. Then the planning begins – what have you got, what do you need, what do you want and how do we make that happen.
Mark Sheehan Financial - Live The Life You Want
Why would you use us?
We work for you
We have a very face-to-face relationship with our clients. After all, we’re working for you not head office.
We give you more options
We’re independent so we can offer you a whole bunch of financial solutions and products across a range of providers. We just pick the best ones for your situation.
We get the big picture
The decisions you make with us, and the advice we give you, take into account much more than the bottom line. It’s not all about assets and income – we look at health, income protection, retirement planning, that round the world trip you want or getting the kids through university. It’s about priorities, character, the whole you not just the dollars and cents.
A Member of:
Mark's advice was a breath of fresh air. His advice was easy to understand and gave us the confidence to make decisions that not only took into account long term goals, but also allowed us to live the good life here and now.”
Vincent Dickie
Measurable Marketing Specialist at Dickiebird
Mark is a well informed and diligent financial adviser who looks after his clients very well. He keeps them informed, takes a personal interest in their goals and aspirations and inspires confidence. I highly recommend his services.”
Caroline Crick
Freelance writer and photographer
Having had the privilege of seeing "inside his business", I can attest that he is 100% focused on achieving superb client outcomes; he has an obvious and sincere ethical overlay to everything he does; and everything centers upon the primary objective of "making life better" for his clients.”
Tony Vidler, CFP, CLU, ChFC
Adviser to the Advisers. Coach, Mentor, Speaker on growing great personal professional brands that get results
The secret of getting ahead is getting started
- Mark Twain
I am not afraid of action, but of inaction
- Winston Churchill