Financial Advisor NZ - PowerPoint PPT Presentation

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Financial Advisor NZ

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A financial planner is capable of using a problem solving techniques and shares his/ her ideas and gives the solutions of your problems. – PowerPoint PPT presentation

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Title: Financial Advisor NZ


1
Financial Advisor Sam Kodi In
New Zealand
2
Introduction
Director and award-winning financial advisor, Sam
Kodi, is committed to helping you create and
follow a long-term financial plan. He covers all
areas affecting your financial health mortgage
and debt management, insurance (personal and
business) and investment.
3
Why Only the Sam Kodi
Sam offers clients in-depth industry knowledge,
having worked more than 20 years (including
positions at Deutsche Bank, NDB Bank, MARAC
Finance, Westpac, ASB Bank and now a partner at
Apex Advice Group) providing investment and
wealth management services to individuals at all
stages of their financial journey.
4
http//www.samkodi.co.nz
5
Roles Of Sam Kodi
Independent Mortgage Advisor
Mortgage Management Consultants
Personal Financial Advisor
Financial Advisers Auckland
6
Business Plan
7
Contact Us
Website http//www.samkodi.co.nz Address
Level 3 / Honeywell House, 264 Mt Eden Road, Mt
Eden Phone 09 520 9441
8
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