A pragmatic approach to advice coupled with 3+ decades of experience, a nod to the best of the old and an eye on the future and innovation may suit the advice relationship you are looking for.
Dad to 3 young adults Chris is navigating the hugely rewarding raising and educating kiwi youngsters.
A couple of thoughts from Chris.
Investing……50/50 passive active a good start point.
Insurance…… it’s a tool in the toolbox, not the toolbox.
Adviser/Client engagement……find a level that suits you.