Extra Added Value To Our Clients

As well as insurance matters we are also happy to provide general advice on the following:

  • KiwiSaver - make sure you’re in the right fund and contributing enough to get the maximum Government contribution

  • Taxation - advice on the tax rules  

  • Budgeting - how to set a budget and find out where your money is going

  • Estate Planning Issues - advice on property ownership, Wills, Trusts and Enduring Powers of Attorney

  • ACC - advice on reducing your levies if you are self-employed

Please remember - we can only provide general advice on tax and legal matters, but we can recommend an accountant or solicitor for more detailed, personalised advice. We can also recommend a mortgage broker for advice on the best deals.

Contact Us

 

Phone: 07 855 9041 or

021 184 3499

Email: jheritage@xtra.co.nz

Website: jheritageassocicates.com

 

 

Address

 

58 Chedworth Avenue,

Chedworth,

Hamilton

3210

Member of Financial Advice New Zealand, and the Newpark Group, a nationwide group of like minded advisers.

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@ Copyright 2018 John Heritage & Associates, Personal & Business Insurance Advisers.