PHWealth - Shiree Hembrow
Shiree joined PHWealth (formally; Polson Higgs Wealth Management Ltd) in July 2007 as a Client Services Manager.
Now Shiree is a Certified Financial Planner (CFPcm), a member of Financial Advice New Zealand and is an Authorised Financial Adviser (AFA) issued under the terms and conditions of the Financial Markets Authority (FMA).
As an Authorised Financial Adviser, Shiree helps clients develop a plan for their retirement to ensure they can enjoy it fully by helping them answer one of their most common questions - how much will I need to support my lifestyle over a long retirement?
They provide people with clear financial guidance to protect their lifestyle for a lifetime.
PHWealth offers you a wide range of solutions, including:
- Financial guidance
- Discretionary Investment Management Service
- Lifelong cash flow modelling
- Savings and KiwiSaver
- Review of existing investments
Clear financial guidance, for a lifetime
Seeking advice is a very personal experience. We take great care in getting to know your unique circumstances and understanding your needs, your values and your dreams for the future.
We listen carefully to truly understand you and what you want. We then combine our wealth of experience with our evidence-based investment approach to set you on the right path and to keep you there for a lifetime.
Initial consultations, called meetings, are where we learn about you and your needs and explain our process, our philosophy and our values. If we don’t think we can help you we will say so at this time.
PHWealth Discretionary Investment Management Service (DIMS) offers you access to a suite of investment portfolios. These portfolios have a range of growth and income investments in different combinations, and are designed to meet the full range of investors’ needs, risk profiles, investment terms and objectives.
Where we are managing your investments we provide you with our discretionary investment management service licensed by the Financial Markets Authority. A key concern for us is to ensure that the portfolio we construct and maintain is suitable for you and is kept up to date over the long term. When we recommend a portfolio for you, we will take into account all you have told us about your personal and financial situation.
Give Shiree a call to find out more
68 Mandeville Street