"to add value to our clients by arranging, reviewing and
managing both residential and business finance
without any focus on our remuneration"

0800 FSP BIZ (0800 377 249)

Useful Forms

 

Other useful forms are being worked on and will be posted as they are completed.  The Inland Revenue website provide a number of further forms including an alternative Cashflow worksheet and a Wagebook template plus a variety of information sheets for business owners, go to IRD Tool for business.  If there are any forms that you would like to see published here please contact David Weusten.

Latest News & Articles

Budgeting
27 Mar 2018

https://youtu.be/aqGZU9WTNN0 Creating a budget is not as hard as you think

Good versus Bad Debt
27 Mar 2018

Did you know there are two kinds of debt? https://youtu.be/_61SA6je4ec

Do you have a will?
27 Mar 2018

https://youtu.be/wgnKnLFxncE A will is one of the most important documents you will ever sign. Do y [ ... ]

Retirement and KiwiSaver
26 Mar 2018

You are never too young to start saving for retirement.   https://youtu.be/FoCCDdOP6O0 W [ ... ]

Responsible Lenders
27 Jun 2017

I have been a Budget Advisor for over 20 years and have over 38 years in the finance industry. 22 of [ ... ]

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