Real Aspirations - True Experiences

We embrace our people getting on and doing outstanding work with our clients. We also embrace them getting out and having outstanding lives outside of work.  Our view is that our clients will enjoy passionate, professional and hand-picked people working with and for them.  We take a global approach to our people ‘inside the VAULT’ so that we can take a global approach to our people outside of ‘VAULT’, you our clients. 
Introducing Jmap - the personalised programme designed by Vault that makes us different and helps you be more successful!

How we can work with you :

Financial Planning: Overseas studies show that many people are unsure about what Financial Planning means, and so can be reluctant to embrace it. Put simply, it is about getting your financial affairs sorted. Wouldn't that be great?
Advice and Coaching: It's about more than just the numbers.  Understanding this is one thing....believing it is another.
Insurance: There are so many insurances – what do they all do? Can you have too much of some and not enough of others? Confused?  Ask an expert!
Investing: We are all different and so are our existing plans and attitudes to investing. It’s important to have a personalised plan to fill in the gaps you have.   
Retirement Savings: At VAULT we think that Retirement Saving is like grabbing that hour in the morning on a busy day….because it’s worth three hours in the afternoon!  
Workplace Savings: Find out why we at VAULT have been collectively contributing to a Company Super Scheme for decades – the same one we would be promoting to you. 
Home Loans and Commercial Lending: We all know it……most of us will want to use ‘other peoples money’ at some stage in our life. We can help and advise not only in securing it…but then paying it back. 

Where to from here? 

If you think we may be the right team for ‘your bus’ then call us on 07 827 8530 (0800 89 22 88), email us at info@vaultfinancial.co.nz, or drop in for a coffee at 74 Duke Street, Cambridge. PS. email us how you like it.