LiftOff / Services
Advice that fits
your life,
not the other
way around.
Every service works as a standalone or as part of a complete financial plan. Start wherever makes sense for you.
Services
Our approach
Holistic advice,
on your terms.
We touch every corner of your financial life — goal planning, investing, KiwiSaver, insurance, property. But we are not prescriptive about where we start or how far we go.
Some clients want a complete picture from day one. Others want to solve one thing first and build from there. Either way works. We meet you where you are and grow with you over time.
We are not tied to any product provider, fund manager, or insurer. Every recommendation is based on what fits your situation — and our fees are always disclosed in full before any work begins. See our fee schedule →
What we do
Pick a place
to start.
Every service works standalone or as part of a complete plan.
Ready to begin
Not sure where
to start?
That's fine.
Book a free 20-minute conversation. No obligation, no hard sell — just a chance to talk through where you are and what would actually help.
Book a Conversation