mfas - medical financial advisory services ltd

Medical Financial Advisory Services (MFAS) provide personal financial planning services to NZ health professionals. You know your financial future is important. Yet career, family, debt and pursuit of life so often get in the way of allowing the time and effort needed to ensure your future is sound and secure. After over 40 years expertise helping medical professionals with their personal financial planning, MFAS has wide experience of the issues that affect you. When faced with complexity, the key is always to make solutions simple, effective and understandable. We utilise illustrative and interactive software to create a financial strategy to meet the goals and objectives of our clients. The portfolio we then create is based on the principals of behavioural finance, and structured to ensure funds are invested according to the timeframe within which they will be required and the clients personal risk profile. This strategy is then regularly measured, monitored and adjusted to ensure it remains consistent with the clients changing needs and goals. At MFAS we can help you answer the two critical questions: "How much do I need to accumulate for the retirement I anticipate?" "Do I have sufficient funds to last my retirement?" with clarity not previously available.