Introductory Meeting
An introductory meeting is a great place to start if you would like to explore you financial needs and find out if Nautilus is a good fit to help with advice.
We guide you through a quick review of where you are at, and help you to identify if there are any important things to address. You decide at the end if you would like our help with financial advice or referrals to specialists in our network.
Financial Health Check
Discover where your financial affairs are sorted and where they need attention
You’re juggling a lot and life moves fast so it’s easy for your finances to fall out of step, especially during major life changes like buying a home, starting a family, changing jobs, or retiring.
Our Financial Health Check service gives you a clear view of where your financial security is on track and where it needs attention. In just one hour, we assess your current situation and aspirations, then conduct a quick review across the four main pillars of financial wellbeing. You’ll walk away with a clear summary of priorities, gaps, and next steps, tailored for you and your family.
KiwiSaver Goal Check
Get your KiwiSaver on track to buy a 1st home or fund your retirement
KiwiSaver tends to run on autopilot, but without a clear goal, it’s hard to know if you’re truly on track for your first home or retirement.
Our KiwiSaver Goal Check ensures your KiwiSaver is aligned with your goal. In just one hour, we clarify your goal, settings, and future projection, then recommend the best fund, provider, contribution level, and tax rate. You’ll gain clarity and confidence along with our support for any changes needed for your KiwiSaver Goal.
Personal Protection Plan
Get a personal insurance plan tailored to your needs, preferences & budget.
You work hard to provide for you and your loved ones, but life is unpredictable. Without the right insurance in place, a serious illness or accident can leave you or your loved ones short of money and struggling.
Our Personal Protection Plan gives you peace of mind that your loved ones are financially secure, even if your health is not. We design a tailored insurance plan that fits your situation, budget, and risk profile, and recommend leading insurance products based on independent research. The result is smart and efficient cover that protects what matters most.
Personal Investment Plan
Get an investment plan for your life goals or just get your money working harder
Whether you're planning for retirement, a family milestone, or just want to the option to work less, achieving your financial goals requires a clear plan.
Our Personal Investment Plan turns ambition into action. We start by clarifying your investment goals, then build a personalised plan with recommended contributions and suitable investments. You’ll leave with a clear plan for your goals, backed by our support to put in place your plan and help you stay the course.
