My goal is to help you achieve your financial goals and build lasting success. I work with my clients to create a personalised financial plan that takes into account your unique circumstances and needs. I collaborate with people who are already doing a wonderful job managing their finances and with my help, we take your financial game to the next level. Multiplying the work that has already been done - rather than replacing it. I am here to provide the ongoing support and guidance you need to make smart financial decisions now and in the future. Together, we will move your finances from good to great, and then from great to fantastic!Disclosure at - https://www.duxfinancial.co.nz/alan-borthwick
Dux Financial Services
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Mortgage, Insurance And Investment AdviserDux Financial Services Sep 2010 - Present28 Cornwall St, Lower HuttMy own company, providing financial advice in the areas of Mortgages, Insurance (risk and fire and general), Kiwisaver, Investing, and Financial Planning
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Financial CounsellorEap Services Limited Mar 2011 - PresentAlong side my regular Financial Advisory practice i contract to EAP services to provide financial advice to their clients employees. Clients book with EAP and get 3-6 hours of free advice and work with me on all areas from budgeting, debt management, mortgages, insurance, retirement, redundancy transition, investing and anything else important to them.
Alan Borthwick - Cfp Skills
Alan Borthwick - Cfp Education Details
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Open Polytechnic And Other ProvidersPassed -
Financial Planning And Services -
Wellington College
Frequently Asked Questions about Alan Borthwick - Cfp
What company does Alan Borthwick - Cfp work for?
Alan Borthwick - Cfp works for Dux Financial Services
What is Alan Borthwick - Cfp's role at the current company?
Alan Borthwick - Cfp's current role is Common Sense Financial Advice that grows your wealth. CFP Financial Planner - Investments, KiwiSaver, Mortgages, and Insurances..
What schools did Alan Borthwick - Cfp attend?
Alan Borthwick - Cfp attended Open Polytechnic And Other Providers, University Of Waikato, Wellington College.
What are some of Alan Borthwick - Cfp's interests?
Alan Borthwick - Cfp has interest in Seido Karate.
What skills is Alan Borthwick - Cfp known for?
Alan Borthwick - Cfp has skills like Investments, Financial Services, Financial Advisory, Insurance, Mortgage Lending, Financial Planning, Strategic Financial Planning, Retirement Planning, Retirement, Finance, Risk Management, Wealth Management.
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Alan Borthwick
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