WANT A HAPPY RETIREMENT?
Still saving?
Still dreaming of retirement?
Still waiting to go on that dream vacation?
Still wanting to spend more time with loved ones?
Still trying to cope alone?
It's past time for a change in approach.
Let us hold your hand, and keep you accountable, to achieve your retirement goals.
Our clients avoid disappointment, crushed dreams, lonely struggles, and failure. How?
FIRSTLY – 100% realistic expectations. We will model how you can achieve your retirement goals, and different ways to speed up that process – sometimes by years.
SECONDLY – Actually achieving your goals. Setting goals and then not succeeding is demoralising, we don’t want that for you. Instead we will surround you with all the help required to reach success.
- Tools to apply Income Allocation techniques.
- Debt reduction help: refinancing, cheaper interest rates, smarter repayment strategies.
- KiwiSaver review for short and long term goals.
- Expert In-House Mortgage Broker who has been fully updated on your financial situation.
FINALLY – We aren’t in a rush. How long is the programme? As long as it takes, sometimes just 2 months (see below). You see we aren’t like typical mortgage brokers that do some math and then break your heart 
This programme will take you from where you are today, to where you need to be to get into your first home as fast as possible. We will hold your hand and keep you accountable.
“Our journey with Ali and the team at WealthHQ started with the goal of wanting to buy our first home and we had little to no idea of how to get there. We consider ourselves super lucky to have the opportunity to work with Ali.
He accommodated all of our strange times of availability and really helped clarify the what, how, and why in the plan he set out. Following his guidance, we nailed the milestones we set out with his guidance.
We are now (2 months later) in a position to work with the MortgageHQ side to buy our first home. We look forward to toasting with Ali once we’ve taken the photo next to the sold sign outside our new home.
Michael and Luciana“
Who are wealthhq, and mortgagehq?
Getting into your first property or preparing for retirement can be stressful and seem impossible. We’ve been there. Our mission is to accelerate you into home ownership.
With the tools and help of Ali Al Bazzaz (Senior Adviser) and Mortgagehq (Sister Company), we have built a unique programme that is seeing kiwis who had little hope actually get into their own home and save for retirement.
Kiwisaver
Default, Conservative, Moderate, Balanced, Balanced Moderate, Socially Responsible, Growth, Balanced Growth, Aggressive….. These are all KiwiSaver funds that your money could be in.
This is a priority
With inflation at an all-time high, Your KiwiSaver HAS to be working for you, and towards your end goal – your first home. Focus on maximizing your investment returns within your planned time frame to purchase. Remember, the more money in – the greater the return.
Where do you place your money and who with? – Let us help you along this road to accelerate your journey into your first home.
Let us plan your happy retirement.
Submit this application form, and a financial adviser will be in touch, to create you a personalised property plan, then hold your hand all the way through to settlement. Remember, this is currently a free service.
AND THE REST OF THEM...
Everything is customised for you
CLIENTS
Our expertise is FREE to clients because the bank pays us! Banks pay us a commission because we are essentially doing all of the hard work for them.
PLANNING
Let’s put some things in action. We can walk you through the best way to get you into a home as FAST as possible. This will be the first step to your building wealth portfolio.
GROW WITH US
We believe if we help our clients with ‘the small things’… you’ll trust us for ‘the bigger things’ in time to come; like upgrading or buying another property or simply telling your friends and family all about us!
Let us plan your happy retirement.
Submit this application form, and a financial adviser will be in touch, to create you a personalised property plan, then hold your hand all the way through to settlement. Remember, this is currently a free service.