TOWER Financial Advisory Services, Taranaki

TOWER Financial Advisory Services, Taranaki provides professional advice on insurance, investment and KiwiSaver.

This Taranaki business is managed by local financial adviser, Peter Crawford. In our opinion Peter Crawford is Taranaki(TM)s foremost up-and-coming financial adviser " we guarantee you will benefit from the time you spend with him when discussing your financial options.

You can find Peter Crawford and the team of TOWER Financial Advisory Services, Taranaki located at 1 Moller Lane, in New Plymouth (just behind KFC) or call on 06 758 6937.

A little more about our services;

Insurance

We specialise in creating comprehensive yet competitive risk insurance packages for families, farmers and business owners.

The most common forms of insurance we assist with are;
Life insurance
Disablement/ income protection insurance
Key person/ business or farm continuance
Health/ medical insurance

As we are specialists in personal risk insurance, we recommend trusted associates to help with general insurances such as house and contents, motor vehicle, travel, farm, business and liability insurance.

Investment

We guide clients through the options available to them when they wish to save or invest. We are able to advise on many different ~investment vehicles(TM) depending on your particular needs. We cover everything from saving for a large deposit on a house or herd, to planning for a comfortable retirement.

We use a market-leading investment platform that allows collaboration of many forms of investment, and structure reporting that allows for management of entire portfolios, even when portions of those portfolios are invested elsewhere.

KiwiSaver

We assist families, farmers and business owners with KiwiSaver. We have specialist knowledge of the scheme, and work closely with the Inland Revenue department and many KiwiSaver providers.

Naturally, one of our main providers is TOWER, their KiwiSaver scheme is called KiwiPlan. We believe TOWER KiwiPlan is a simple way for you, your family and your employee(TM)s to save for different stages of life, the major being retirement. The investment options offered by TOWER are selected by the Trustee and currently comprise funds managed by TOWER Asset Management Limited.