Plan now for a better future.
Services
Financial Planning
Financial planning is the process of developing strategies to achieve your goals. It serves as a roadmap to managing your finances holistically (now and in the future). It addresses your assets and liabilities, income and expenses, insurance needs, estate planning, retirement preparation, and investment decisions.
Insurance
Financial protection is paramount for safeguarding yourself, your family, and your future against unexpected events. Whether it’s protecting your income, health, life, and assets or even planning your next trip, I’m here to assist you.
Investment
Investment funds (including KiwiSaver) offer diversification, flexibility, and convenience, as they should. Whether you seek higher returns, capital preservation, or ethical investments, the choice is yours.
About Tina Chen
Tina is a Financial Adviser (FSP22401) and practises under her business – TC Financial Planning Ltd (FSP704451). She was awarded ‘Trusted Adviser’ by Financial Advice New Zealand in 2020.
Tina specialises in
- Financial Planning
- Insurance
- KiwiSaver
- Investment
Tina speaks English, Mandarin and Cantonese fluently.
We can help
Get in touch today and discover how we can help you.
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TC Financial Planning Ltd 