Since 2007 – Andre and Karen Tourelle have received an annual award from MySolutions Group as a top achiever.
Andre and Karen are well respected in their industry and run a very client focused business. In house Diane Crisp managers all the clients claims, large or small.
Being part of a community and giving back is also very important to Andre and Karen. AdviserHub in Waihi Beach, which houses Tourelle Life Brokers, Camille Betham Chartered Accountant and Stacey Hayes from Kaimai Law, were the drop off zone for the “LOVE GRACE” appeal. Diane Crisp managed this appeal and received 138 handbags filled with essentials and treats which were handed over to the Women’s Refuge in Thames. Great community spirit and an overwhelming support for this cause.
MAKE A PLAN
Only 50% of New Zealanders are confident they are going to have enough savings when they retire.
It is great to tuck away money and contribute to KiwiSaver, but you need a plan.
When will your mortgage be paid off?
How much will you have in KiwiSaver or your retirement savings plan at the age of 65?
What if you want to keep working past the age of 65?
Will you have to sell your family home and downsize to provide extra income for retirement?
How is inflation going to affect your savings?
How much income and savings will be required to maintain a preferred retirement lifestyle?
Karen Tourelle can help you with all these questions. Tourelle’s have a new platform to enter all your current financial information and provide a statement of position. You can also change scenarios and provide outcomes you are looking for. From there, make a plan and review the plan.
Planning your life for savings, buying assets, retirement and any other special events along the way - you will achieve your goals.
MAKE A PLAN
Book a phone appointment with Karen, she will run through the details with you – 0274 874 298.
