Washington DC, United States of America
is not only to provide sound investment advice but to cover all risks by adding in
comprehensive insurance planning. The firm was started with a combined 58 years
of prior knowledge and a need to address a gap in New Zealand’s advice market.
The core business focus
Our point of difference
comes from our approach and focus to investment markets. We have a pure passion for Commodities & Equities based managed investments and the negative correlation characteristics they possess when paired together. This was our late founder’s long term philosophy and is the same principal we stand by today when structuring managed portfolios for private clients.
Our aim has always been to educate as we believe the more sophisticated the client is the better they will understand our methodologies and see that joint success is something that is steadfast and true. When we succeed our clients succeed.
We do not take a shotgun approach to clients, we aim to work with a smaller, quality private client base as this means the core advisory philosophies are maintained and quality processes remain the same.
A disclosure statement is available on request free of charge.
Resource Financial Planning was founded in 1993 by the late Okke Hansen (Snr)
and Laura Hansen as a privately owned Financial Planning firm dedicated to providing
holistic goals based advice to clients.
Resource Financial Planning
A premier Auckland based financial advisory firm focused on Private Wealth & Risk Management services for discerning clients & business institutions.
Combined 39 Years experience utilising the latest technology, research & time tested holistic methodologies to assist clients with their financial goals.
Resource Financial Planning Ltd
350 Lake Road, Takapuna,
Auckland, 0740, New Zealand
PO Box 331496, Takapuna, 0740
Tel: +64 9 489 6860
Toll free: 0800 663 687
Copyright Resource Financial Planning Ltd 2015