Helping NZ Professionals Optimise Wealth Since 2011
Financial Planning | Investment, KiwiSaver & Property Strategy | Life, Income & Health Insurance Protection
Helping NZ Professionals Optimise Wealth Since 2011
Financial Planning | Investment, KiwiSaver & Property Strategy | Life, Income & Health Insurance Protection
Financial certainty isn't a dream, it's a destination. I guide you on this journey, turning complex financial concepts into clear, actionable strategies to help you grow wealth.
Chris George | Financial Adviser
“Chris George is an exceptional financial adviser. He has been instrumental in helping me set up a solid financial plan, and the results have been great. What sets Chris apart is his ability to turn complex financial concepts into clear, actionable strategies. He brings a deep understanding of investment, KiwiSaver, insurance, and retirement planning, which he tailors to fit individual goals and aspirations. His approach is not just about numbers, it’s about aligning financial decisions with what matters most to you.”
Results
We have been offering our financial services for over a decade and and a half. We pride ourselves on a truly bespoke, client-first approach.
When comparing our client satisfaction and retention results against the industry standard, our service has exceeded and outperformed the average by a large margin. We measure this with several metrics but to summarise, see below.
These metrics are updated quarterly:
Percentage of people that move forward on our recommendation: 94%.
Life & Health Insurance client retention rate: 97.4%. A persistency rate of 80% to 85% or higher is generally considered "good" for an insurance book.
Investment client retention rate: 99%. A "good" client retention rate for established financial advisors is typically between 95% and 97%.
The Ultimate KiwiSaver Planner
Utilise this free advanced calculator to plan how your hard earned savings can grow to optimum levels and last throughout your retirement years.
Calculate how many years your current savings will last if you maintain your current burn rate. Understand the levers you can pull which make all of the difference to your end results for retirement goals.
Learn the fundamentals so you can live the life you’ve always dreamt of.
Understanding KiwiSaver Performance
Watching this video will help you save substantially more for your retirement by focusing your attention on one simple concept that’s commonly overlooked.
To optimise your savings for retirement, we want to maximise returns, minimise risk, and create certainty to prevent stress which can lead to bad decisions.
This video reveals how a couple could accumulate an extra $1,200,000 in KiwiSaver over the next 25 years, without increasing their contributions or risk.
Achieving The Ultimate Retirement
We’ve been successfully helping people create a better future since 2011. We achieve this by modelling the best route to get you to where you want to go.
This video reveals how to:
Ensure your investments and insurances fit your goals
Establish whether to pay down debt or invest more
Create peace of mind for your financial world
Investment Property 101
We help you align your investment property ambitions with your retirement plan.
Narrowing down the vast array of investment property options to ensure you are buying the right type of property in the right location, with the right metrics for your goals.
This guide reveals how to increase your retirement nest egg potential, understand the power of leverage, maximise growth potential, and mitigate the risk of owning investment property. Click here to read.
Calculating Protection Needs
We believe in protecting what you’ve spent so many years building with advanced personal insurance strategies that stand the test of time.
This video will help you understand how to calculate the amount of cover you’d need to prevent financial upset should a health or injury event occur.
This video reveals how to achieve the cover you need, for as little money as possible!
Stop Those Premiums Going Up
It's a fact. Most people aren't aware of their premium options when they buy Income Protection, Trauma, and Life Insurance in New Zealand.
This video will help you understand how to structure the premiums for your cover to save you more, and payout through the period of life when you need it.
This video reveals how to save $10,000's while optimising your Income, Trauma, & Life Insurance.
Chris George FSP209525
A Note From Chris
Your highest-yielding asset is your time.
As a busy professional or business owner in your prime, managing complex wealth, property, and risk mitigation strategies requires the one thing you have the least of: time.
I help high achievers optimise their financial world - simplifying and managing your position so your capital directly supports your long-term objectives.
I replace financial guesswork with a deliberate, data-driven strategy.
What Sets This Partnership Apart?
I am not an adviser transferring textbook strategies. My insights are rooted in personal execution. I have successfully navigated the journey of:
Building a diversified property portfolio.
Developing a benchmark-beating investment strategy.
Designing and managing a quantitative algorithm portfolio.
Sustaining a stable, organic business with exemplary client retention.
This background allows for a holistic, balanced approach to financial planning that is as practical as it is strategic.
An Independent Advocacy Model
I am completely independent. This means:
Zero Conflicts of Interest: No provider-set targets or sales incentives.
Client-First Metrics: Success is measured by your retention, mitigated risk, and optimised results.
Strategic Partnership: I put significant time into each client to ensure the plan reflects your unique ambitions.
Who I Work With
I partner with professionals, executives, and business owners who want the best from life. If you are seeking a quick fix, we likely won't be a fit. However, if you are looking for a strategic partner to build a foundation for lasting generational wealth, I’d be happy to connect.
Let’s turn your financial world into a solid foundation for the future. Schedule a brief introductory meeting below: