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We Offer

  • Family security through quality insurance advice
  • Business Succession Planning and Risk Management
  • ACC advice for the self employed
  • Retirement planning including KiwiSaver
  • Investment management services
  • Management of our clients Insurance claims
  • Personal service with your best interests at heart
  • Ongoing reviews to ensure your portfolios continue to meet your needs

Based in the Waikato, Jeff and Helen Goldsworthy are Authorised Financial Advisers. Their company, Goldsworthy Financial Solutions Limited, assists with Insurance packages tailor-made to your circumstances - for both families and businesses, Investment advice, Retirement Savings advice and KiwiSaver advice.

Contact Jeff and Helen today for a comprehensive assessment of your household's financial needs.

Jeff Goldsworthy (027 285 1446) - Authorised Financial Adviser FSP76181
Helen Goldsworthy (027 242 2522) - Authorised Financial Adviser FSP76121

If you would like to know more about how we can help you, please call.

 
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