Haven Financial Advisers has announced a new partnership with Whānau Āwhina Plunket, which the firm says reinforces its commitment to building brighter futures for New Zealand families.
The company says that through the partnership, Plunket families will have the opportunity to connect with a Haven adviser for a free financial well-being check.
It says these sessions will cover insurance, KiwiSaver, and mortgages, helping families plan ahead and protect their loved ones.
In addition to the financial wellbeing checks, Plunket families will also receive a free will kit along with a Haven growth chart in their new baby bag “…a keepsake to celebrate their child’s milestones.”
Richard Clarke, Head of Advice and Distribution at Haven Financial Advisers, says partnering with Plunket “…is a perfect fit for Haven, we both share a commitment to supporting families across New Zealand.”
…We’re proud to be making financial advice more accessible…
He adds that financial advice can make a meaningful difference, helping families feel more confident and secure about their future.
“We’re proud to be making financial advice more accessible.”
Fiona Kingsford, CEO at Plunket, says the organisation is looking forward to working together to help families access financial advice.
“Financial wellbeing is an important part of a family’s overall health, and this partnership will help families feel more supported during some of the most important stages of their lives.”
Whānau Āwhina Plunket is New Zealand’s largest provider of health and wellbeing services for children under five and their whānau.