OUR SERVICES
At Core Wealth Solutions we have been providing high quality financial advice to clients throughout the Central North Island for over 17 years. Core Wealth Solutions holds a Financial Advice Provider License issued by the Financial Markets Authority (FMA).
The Core Wealth Solutions team have a deep understanding of all aspects of investments, financial advice, pension transfers, insurance and tax.
Kristy Staples is the Financial Adviser and Director of Core Wealth Solutions, she is a Certified Financial Planner and Chartered Accountant.
If you need help with your retirement planning, investing, UK or Australian pension transfer, insurance or KiwiSaver contact us for a free one-hour chat.
Important Information about us
Why get financial advice?
We assist clients to be financial successful through educated decisions, which create, protect and grow wealth. We give you confidence that your future plans are achievable.
Your investment can help you do things you really want to do. It could fund your dream project or fund the lifestyle you want in retirement. Whether you have a short-term or long-term goal, plan to reap the rewards of financial freedom.
The success of an investor starts with the key question of why, what, where, when and how.
Why are you investing? What are your priorities? Where is your destination? When do you hope to get there? How will I achieve this?
