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ALLIOTT FINANCIAL MANAGEMENT AND ALLIOTT INVESTMENTS


The key focus of Alliott Financial Management and Alliott Investments is the prudent and disciplined approach to the creation and protection of our clients wealth.

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.

Your first consultation with one of Alliott's financial advisors is FREE.

To book a free consultation with one of the advisors below please phone (09) 520 9200 or complete an on-line enquiry form.

ALLIOTT'S INVESTMENT AND INSURANCE ADVISORS ARE:

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.

Services that Gerard provides are:

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

Professional Investment Services NZ - David Burt and Gerard Gill are members of this network of professional advisers which offer services ranging across the specialties of financial planning, retirement planning, life insurance and tax issues.

Click here for a link to the PIS site.

109 CARLTON GORE ROAD    NEWMARKET    AUCKLAND

Tel        (09) 520 9200
Email    enquiries@alliott.co.nz

Directors        Greg Millar        Vanessa Williams