Cave Financial Services

DIY Options: New Resources Available On Our Website

Thu Nov. 16th 2017

Are you the sort of person who likes to do their own research before making a choice? Perhaps time is a concern for you and you need to put something in place quickly? Or maybe you have a straightforward issue that doesn't require a personal interview? If the answer to any of these questions is yes, then the new tools and resources section on our website is perfect for you. You see, this section includes a number of DIY options that you can use to supplement the personalised expert advice available from Michael. In this article we provide an overview of what's available.

Work it out

Savings calculator: use this tool to work out a personalised savings plan. The calculator gives you a range of variable options and the results are printable so that you can easily compare different scenarios. What's more, the results are also presented in a graph format giving you a very visual and easily understood presentation of just how your savings can grow.

Mortgage repayment: this tool is useful if you are thinking about making changes to your mortgage. It shows you the impact of interest rate changes and also demonstrates how you can pay off your mortgage more quickly through extra repayments. Once again, results are printable and are also presented in a colourful graph format.

Budget planner: with Christmas just around the corner, this tool will help you create a comprehensive, manageable budget on a weekly, monthly or annual basis.

Fill it in

This part includes a number of tools and resources that will help you work out your financial goals and what's important to you. Have a look at the financial view questionnaire and the ANZ KiwiSaver risk profile questionnaire to help you work out your priorities.

Do it yourself online

If you have a straightforward request or you already know what you need, then you can complete an application online using the resources in this section.

If, for example, drawing up a will has been on your to-do list for some time but you just haven't got round to it, then use the easy eWills tool to set one up today. Or maybe you want to quickly organise some life insurance and have no special circumstances or requests. No problem – just use the life insurance tool for a comprehensive and competitive quote.

DIY options – flexibility and choice

Now, none of these tools and resources are a substitute for a personal chat with Michael. Our aim here is to give you more flexibility and choice and to make it easier for you to get the help and support you need. If you'd rather have a discussion before making any decisions, then Michael is always available.

However, if you like to do things for yourself or you want to carry out some research prior to an interview, then the resources and tools available on the website will be invaluable.

If you want to do it yourself now, then click here or get in touch to arrange an appointment.

Need some help?

Drop us a line using the form below and we'll be in touch to talk through your insurance or financial needs.

"I am thrilled with the advice and service Michael provided me for financial planning and for personal insurance. Trustworthy and a very nice chap! I highly recommend his services."
Andrew Malmo

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