Seminars and methods to help you accumulate more free time

I run modestly-priced seminars in the main centres throughout New Zealand, and have done so for many years, in order to promote my fundamental philosophy.

Click to see the seminar schedule in your city. Register online.

Methods Peter can teach you

My philosophy revolves around the idea that most people slave, save, invest and hope. Few people are successful at investing. The success my clients enjoy is based on the fact that they are able to become more informed, shift their thinking and ultimately take control of their financial future.

The Fundamental philosophy is therefore to help people to re-engineer and shift their thinking and teach them how to be investors so that money does the work (not them).

My clients take action and invest not just because of my recommendations, or because I say so, but because they agree. I have taught them what questions to ask. They know what a good investment looks like.

Peter offers three main Programmes

The Money MATRIX Programme
WISE ASSET MANAGEMENT
The Financial Planners’ Approach

1. The Money MATRIX Programme

The Coaching Programme is centred around helping individuals to achieve FINANCIAL FREEDOM. Your vision for FINANCIAL FREEDOM may be different than someone else. The Money MATRIX programme offers as a starting point for a definition of financial freedom: “enough money to do as you choose and enough FREE TIME in which to do it”.

Around 1995, as a trained and qualified Financial Advisor with many years experience, I discovered that whilst my clients were well planned and organized, they were not achieving the type of wealth building success that other experienced investors achieved.

The conclusion became obvious. Most individuals had psychological barriers to money and were not in control of their environment. Many individuals for example, were too busy earning a living to make money. This is an old cliché but remains valid for many, even today.

My solution was to develop a programme that would help individuals to re-engineer and shift their thinking so that they could overcome those barriers and obstacles to money. The programme also had to help people to get in control of their environment. From his own experience, I knew this could be achieved by helping people to:

simplify their lives
get rid of messes
allow themselves to rejuvenate and become more creative.

The next important ingredient was to teach individuals how to be effective investors in much the same way as wealthy individuals invest, rather than blindly investing on a retail level.

2. WISE ASSET MANAGEMENT

For those with investable funds of $100,000 or more who would like to know what is going on with their money, but basically prefer the specialist to do all the work, I developed WISE ASSET MANAGEMENT.

The essential difference between what I do and what most advisers or brokers, is to design portfolios that are talior-made for the individual investor, rather than pressing the print button on his computer and generating a mass produced “one shoe fits all” portfolio.

My investment portfolios can stand up under scrutiny from the canniest of investors.

My approach is to use a mix of underlying investments and will take into account assets and investments outside the portfolio that I may manage for a client.

The performance of the portfolio will vary depending on the individuals Risk Return Profile. A thorough investigation into the individuals investment objectives, investment character and expectations are carried out in advance, before I allow myself to be engaged as an Adviser. This ensures the portfolio is one the client will be happy with.

My role is to take responsibility for the performance of the portfolio and to recommend adjustments as required from time to time.

Full reporting is carried out regularly so that the investor understands their investment progress and the surrounding variables that impact on this progress at regular pre-determined intervals.

My clients can also view their portfolios on-line whenever they choose.

The underlying investments within the portfolio will include a variety of differing instruments, including (but not limited too) debenture stock, cash on call, local authority stock, government stock, unit trusts, listed trusts, group investment funds, and direct shares.

Prospective clients, become clients because they can relate to my common sense, value-based approach to investing. Rarely do I or my clients pay too much for any investments.

My approach therefore is to find the value and invest — rather than speculate.

3. The Financial Planners’ Approach.

From the thousands of individuals I have met over the past 22 years as an Adviser, the single most dominant theme that has become obvious — people do not have the plan or the strategy.

Whilst some individuals are organized and well co-ordinated with their planing, most individuals approach investment and planing in an ad hoc, piece-meal and uncoordinated fashion. The outcomes therefore are less than can otherwise be achieved.

I have worked alongside my clients for many years, using my unique Financial Planners’ Approach.

So for those who need to develop the plan and the strategy with targeted objectives The Financial Planners' Approach enables them to bring all the various assets of planning (Risk Management and Insurance, Estate Planning, Building an Investment Base, Cash flow management) into one co-ordinated and effective plan.

A cohesive and structured approach to planning with regular reviews ensures the individuals outcomes are achieved. It is straight-forward.