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v Directors: Alison Renfrew v Financial Planners: Alison Renfrew CLU, CFP; Richard Renfrew PhD v Creating Wealth Group: Creating Wealth Ltd, Creating Wealth Investments Ltd v Creating Wealth practices full comprehensive financial planning and applies a holistic approach to financial planning. A wide range of services are provided ranging from assisting those who want investment advice only, to those who want more comprehensive advice including cash management, personal insurance needs, estate planning including family trusts, and retirement savings. v We have adopted compliance and ‘best practice’ standards benchmarked against the Australian industry that are higher than what the New Zealand financial services industry currently subscribes to. Our systems, procedures and advisers are externally audited every year. v Creating Wealth is a member of ‘The Portfolio Group’ which comprises a collection of 36 independently owned financial planning and investment advisory companies throughout New Zealand managing more than $1.7 billion of funds. The advantage for clients is that Creating Wealth can access a wealth of information and case studies thereby providing better advice. ‘The Portfolio Group’ provides on-going training with products and industry issues that arise. Creating Wealth has in place a ‘succession plan’, which provides that clients will have continuance of service regardless of what happens to the principals. v Creating Wealth are licensed providers of the ‘Private Portfolio Service master fund’. This fund is over $500 million and provides access to wholesale fund managers not normally accessible to New Zealanders. This master fund provides access to 15 different fund managers and 24 individual funds representing a wide range of investment sectors. In addition we have access to over 600 retails investment products. v Creating Wealth subscribes to independent research from ‘Morningstar’ on over 9,800 investment products, and independent research on life, income protection, critical care (trauma), medical, and temporary and permanent disability insurances from 'Strategic Finance'. This independent research allows Creating Wealth advisers to compare and quantify recommendations they make to their clients. The research data is updated weekly. v Creating Wealth constantly rides the ‘cutting edge’ of the technology wave. The Company uses a comprehensive contact management diary, and industry recognised investment-tracking software, with electronic data feeds from fund managers, Morningstar Research, and the Reserve Bank. The result is that clients receive more accurate and prompt reporting. Clients paying the ‘on-going service fee’ can access their portfolio’s directly from our web site, click here to view an example. v A very unique benefit for using Creating Wealth is the team approach we use for on-going client servicing and financial plan writing. v Creating Wealth Ltd, Creating Wealth Investments Ltd, the principals, financial planners and their employees abide by the code of ethics, continuing education and business practices promoted by the Institute of Financial Advisers (IFA), Life Brokers Association (LBA) and the Million Dollar Round Table (MDRT). v Both Principals have science backgrounds. Their background training in methodology and their strong discipline and work ethics means they tend to question and delve deeper into issues and investments than many other advisers would. The result for the client is sound well thought-out advice. v Alison Renfrew is the first and only woman in New Zealand to hold the prestigious and distinctive titles of CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter). Only seven advisers in New Zealand hold both of these qualifications. Alison won the New Zealand Financial Planner of the Year Award in 2004, she was also a finalist in 2002 and 2003. Alison has 23 years and Richard 12 years experience in the financial services industry. Creating Wealth Ltd has been in operation since 1994. Please also look at: Client Testimonials
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Disclosure Statement available on request and free of charge, phone 04 471 0662, or email alison@lyfords.co.nz |
