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While You Are Busy Looking After Others Let Us Look After You “I got in touch with MFAS after making a permanent move to New Zealand from the UK. MFAS helped me understand my financial position and listened carefully to my plans and aspirations. On my behalf they have gone on to put in place comprehensive financial and protection arrangements including pension planning, a new mortgage, as well as income protection, trauma cover, and health insurance. I am happy to highly recommend their highly responsive, professional, efficient and personalised service.” -Mike Our services: Financial planning – for wealth accumulation and retirement. KiwiSaver and Superannuation (DHB, NPF and Offshore Pensions) Insurance advice – protecting your earning capacity, your family’s lifestyle, your health and your business. Mortgage broking and reviews of current loans. As partners with the NZMA we are here to assist members: Free NZMA Financial Helpline – 0800 379 325 MFAS financially supports the NZMA Advocacy programme. Exclusive NZMA offer: Free comprehensive review and financial plan (value $1500) The first month’s premium for all personal risk policies issued (life, income, trauma and health covers) is at no cost for all NZMA members. “We have always been impressed with their individualized care and attention to the management of our financial posi- tion with a major view to our Retirement Planning.” - David and Julie “MFAS have provided us with well researched excellent advice on our financial management over many years. We have no reservations in recommending their services.” - Warren and Liz To book an appointment now contact your MFAS advisor: Hamish McPhail LL.B, AFA, CFP CM GDipBus (Personal Financial Planning) T: 021 632 226 E: [email protected] Sue Stewart AFA, CFP CM GDipBus (Personal Financial Planning) T: 027 297 0950 E: [email protected] Lynda Taylor AFA, BBS GDipBus (Personal Financial Planning) T: 021 667 934 E: [email protected] NZMA Financial Helpline 0800 379 325

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Page 1: While You Are Busy Looking After Others Let Us Look After You › 5e332a62c703f...While You Are Busy Looking After Others Let Us Look After You “I got in touch with MFAS after making

While You Are Busy Looking After OthersLet Us Look After You

“I got in touch with MFAS after making a permanent move to New Zealand from the UK. MFAS helped me understand my financial position and listened carefully to my plans and aspirations. On my behalf they have gone on to put in place comprehensive financial and protection arrangements including pension planning, a new mortgage, as well as income protection, trauma cover, and health insurance. I am happy to highly recommend their highly responsive, professional, efficient and personalised service.”-Mike

Our services:• Financial planning – for wealth accumulation and retirement. • KiwiSaver and Superannuation (DHB, NPF and Offshore Pensions)• Insurance advice – protecting your earning capacity, your family’s lifestyle, your health and your business.• Mortgage broking and reviews of current loans.

As partners with the NZMA we are here to assist members:• Free NZMA Financial Helpline – 0800 379 325• MFAS financially supports the NZMA Advocacy programme.

Exclusive NZMA offer:• Free comprehensive review and financial plan (value $1500)• The first month’s premium for all personal risk policies issued (life, income,

trauma and health covers) is at no cost for all NZMA members.

“We have always been impressed with their individualized care and attention to the management of our financial posi-tion with a major view to our Retirement Planning.” - David and Julie

“MFAS have provided us with well researched excellent advice on our financial management over many years. We have no reservations in recommending their services.” - Warren and Liz

To book an appointment now contact your MFAS advisor:

Hamish McPhailLL.B, AFA, CFPCM

GDipBus (Personal Financial Planning)

T: 021 632 226E: [email protected]

Sue StewartAFA, CFPCM

GDipBus (Personal Financial Planning)

T: 027 297 0950E: [email protected]

Lynda TaylorAFA, BBS

GDipBus (Personal Financial Planning)

T: 021 667 934E: [email protected]

NZMA Financial Helpline 0800 379 325