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. Life, Disability and Medical Insurance advisory are provided to existing Private Wealth clients only and are not offered as a stand-alone service to new clients.
Private Wealth
Our approach to wealth management is unique. We believe in alternative asset classes not widely utilised by New Zealanders.
Contact
Visit us
Russell, Bay of Islands, Northland 0272
PO Box 44, Russell 0242
New Zealand