Tim Williams

What am I about?

Helping people achieve to their goals is an amazing experience and such a privilege!

Learning the hard way has given me an appreciation for the difficulties that Kiwi’s face day to day, and the common traps that we all fall into.

I am here to tell you that you do not need to do it alone.

There is light at the end of the tunnel, and good advice can make that journey feel brighter and much less intimidating.

I am grateful to be in a position where all my experience can be put to use, getting the best results possible for the people that need it.

I have close to a decade in the financial services industry and lucky enough to be surrounded by incredibly talented individuals, with a wealth of knowledge at our disposal.
 
Together, we do amazing things for our clients.

Get in touch, I can help.

What I can do for you!

Making sure you have a plan in place and the necessary cover to see you through tough times is an important part of your financial wellbeing.

We will work together to make sure you are:

·         Protecting your income, so you and your loved ones have peace of mind should you become unable to work.

·         Making sure that the people you care about are looked after financially if you were not here to provide for them.

·         Looking after your health and having a financial buffer should you become seriously ill.

·         Putting a robust but flexible financial plan in place for your short-term, medium-term, and long-term goals.

·         Keeping in touch and getting the help you need, when you need it.

Areas of expertise.

Investment Advice - Retirement Planning and KiwiSaver advice, Cash Flow modelling and Financial Plans.

Personal Insurance – Life Cover, Disablement Cover, Income Protection, Private Health Cover.

What I do when I am not working?

My wife and I have an amazing group of friends that we spend as much time as possible with, I am extremely grateful for them.

Hosting people for dinner and solving the world’s problems over a glass of something tasty is one of my favourite things to do.

I enjoy getting out for a round of golf when I can, but not as often as I would like.

Getting stuck into the garden and a doing some landscaping has been loads of fun and kept us occupied this summer.

Hitting the beach and getting in the water is difficult in wellington, but I do my very best to make this a regular thing.