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ALLIOTT FINANCIAL MANAGEMENT AND ALLIOTT INVESTMENTS
Alliott Financial Management (AFM) is a specialist business utilising industry professionals to provide the high level of advice our clients expect. As with the Alliott’s team, the advisers put clients’ needs first and you may be confident of receiving expert, unbiased advice.
Some of the services offered are:
Investment Advice and UK Pension Transfers
Insurance and KiwiSaver
We also have available the Alliott NZ Rental Tax Guide which is a comprehensive FREE guide is packed full of specialist business and tax advice on buying or investing in rental property.
Please contact Alliott's on (09) 520 9200 for your FREE copy or complete an on-line enquiry form.
We provide regular financial news - follow this link to see the latest copy or sign up here to receive email updates.
To book a free consultation with one of the advisors below please phone (09) 520 9200 or complete an on-line enquiry form.
DAVID BURT - INVESTMENTS
David is an investment specialist consulting to AFM and has responsibility for managing portfolios for many of our clients. He also offers a consultancy service whereby one-off matters can be advised on e.g. reviewing the investment strategies of a family trust, appraising your own managed portfolio, calculating retirement or other personal funding needs etc.
David has also helped a number of UK ex-pats migrate their UK pension funds to New Zealand and, in most cases, a proportion of the funds can be freed up as ready cash immediately.
Apart from keeping passably fit David also enjoys windsurfing and non-fiction reading. Visiting cafes with his wife also features. David and his wife Katrina have two adult children.
Disclosure Statement
GERARD GILL - INSURANCE AND KIWISAVER
Gerard is an insurance consultant who operates his own independent brokerage company specialising in both business and personal risk protection. He enjoys working alongside his clients to give the best possible advice.
Gerard is married with four children. In between following his children’s activities, he enjoys the gym, tennis and golf.
Shareholder Protection
A plan to provide your family with cash from your business should you be seriously disabled or die
Key Person Protection
The injection of cash into your business to reduce the financial impact of the temporary or permanent loss of a key person
Debt Protection
Commercial loan repayment and personal guarantee release cover
Business Expenses Insurance
Payment of your regular business expenses while you are unable to work due to injury or illness
Locum Cover
Paying the cost of your replacement
Succession Planning
Implementing a strategy to provide certainty to both your business partners and you
Company Benefit Schemes
A way to provide tangible benefits to your employees
Life Insurance
Cash for your family should you die
Income Protection
Replacing your salary should you be unable to work due to illness or injury
Trauma / Critical Care Cover
Lump sum cash paid if you suffer a major illness or injury
Total and Permanent Disablement
The payment of cash if you are never going to work again
Mortgage Protection
Alleviating the repayment of your mortgage should you be disabled or die
Medical / Health Insurance
Allowing you to get medical treatment when you need it
KiwiSaver
Advice on Preferred Providers, Enrolment Employer Responsibilities
Disclosure Statement
109 CARLTON GORE ROAD NEWMARKET AUCKLAND
Tel (09) 520 9200
Email enquiries@alliott.co.nz
Directors Greg Millar Vanessa Williams
