OnTrack Financial Planning - James King

Going through life hoping it will work out is a real risk, we know ‘stuff that most people don’t so our job is to educate, inform and show you how to make smart financial decisions and choices.

Be it …

  • setting up a KiwiSaver that is right for your stage in life
  • understanding how your health, life or income insurance should work
  • or how to make the most of your hard earned retirement savings

we help you make good decisions that you understand from the get go. 

 

James King is an Authorised Financial Adviser (FSP 100304 ) he has been in the risk management, investment and lending business for 30 years. His experience, knowledge and completed study ensures the clients get only the best quality advice in all areas of Financial Planning.

 

James maintains his Authorisation by undertaking additional study, professional development courses and conferences that enable his clients to get the best advice and outcomes possible.

 

On Track Financial Planning choses to be part of a wider dealer organisation that provide on-going compliance and regulatory support, an independent auditing process around Best Practice together with product  support not freely offered to just anyone..

 

Give James a call to discuss and receive advice on your Financial planning.

Industries
Financial Advisor
Insurance
Investment