Additional Services

RFP provides additional services to Private Wealth clients in order to serve their wider financial needs.

These additional services are available exclusively to Private Wealth clients:

  • Comprehensive Insurance Planning (Life, Disability, Medical etc)
  • KiwiSaver / Superannuation Planning
  • Family Trust planning*
  • General Insurance*

*Family Trust planning and General Insurance are referred to, and provided by trusted third parties who are recommended by RFP but not endorsed or affiliated with RFP.

Private Wealth

Our approach to wealth management is unique. We believe in alternative asset classes not widely utilised by New Zealanders.

Contact

Contact Us

ohansenjnr@smms.co.nz

admin@smms.co.nz

T +64 22 399 0377

Visit us

Russell, Bay of Islands, Northland 0272

PO Box 4130, Highfield, Timaru 7942