Rosann Connolly-George | Vincent George Travel

"Tim Oliver has been our personal and business financial advisor for almost 5 years now, What was once a very daunting ‘where do we start’ process became very simplistic very quickly!

Tim listens, he really understood our needs and ensured we understood the process and benefits of our financial plan.

It was one of the most simple business procedures we have encountered. Working a busy travel brokering company we were often time poor making it difficult to pay attention to this essential facet of our professional and private life.

Working with Tim was easy . You can discuss anything and receive professional informative answers. Our plan made sense, gave us clarity and an achievable way to grow our business and enjoy our lifestyle. The follow ups have been valuable, with Tim we know we are in excellent hands, that gives us peace of mind."

The Importance
of Financial Health
in New Zealand

At OFP, the financial health of families in New Zealand is seen as something that needs to be improved and strengthened.

All too often, we are witness to families not doing the correct thing with their money. This results in the restriction of choices available to those people and their families.

We believe that a lack of understanding about money results in major stresses for a lot of families in New Zealand and is a problem in all communities.

We believe that if we help people to better understand how their money works, help them set up the proper structures that surround their money and support them on a regular basis, we will be making tangible progress towards helping the lives of New Zealand families.

In doing this, we are giving people more choice and improving the financial health of the families that we help.

Healthy families equal healthy communities.