Planning Wisdom
Introductory Workshop

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Young Professionals Prepare for Your Future

As you begin to establish yourself in your career and see your earning potential begin to materialise, now is the perfect time to set up the foundation for your future wealth and lifestyle.

Most New Zealanders do not have basic financial literacy skills because of the lack of educational avenues. The Prepare for Your Future service, with John Killick will help you prepare your financial future with a simple 4 step process.

Cash management

Discover the fundamental skills you need to manage your money, including common banking products such as term deposits, credit cards, personal loans and mortgage structures.

Goal setting

Set short and long term goals to help you move forward to your lifestyle.

Investment options

Discover the different investment options available in the marketplace.

Risk management

Learn how to protect your future with the appropriate insurance policies. You have youth on your side, put these in place now and you’ll benefit from lower premiums.

Who needs this service?

Alert Career Go-Getters
Young Professionals

If you’ve already accumulated assets and investments, but are unsure whether you have accumulated enough for your retirement income, then this comprehensive service is for you.

You will receive and be advised on the following:

  • • Personal Financial Position
  • • On-going reviews
  • • Implementation Plan
  • • Succession Planning
  • • Risk Management
  • • Investment advice
Why Choose John Killick to help Prepare for Your Future?

Use John’s expertise to your advantage. His is one of New Zealand’s premier financial minds. He has advised numerous individuals, who like you, were just starting out in their career, and who are now reaping the rewards of taking John’s advice early in their financial careers. His long career in the financial sector gives him the expertise to show you the right way to prepare for your future.