LODESTAR

Our Point of Difference

We provide guidance, motivation and emotional support, helping you to set goals and identify resources. We are educators, coaches, and catalysts for change, in essence, financial project managers.

Knowing our clients is fundamental. Conversations start with a focus on your life values, needs, concerns, opportunities and goals before we move on to discuss the investment plan.

We will guide you towards a simplified and decluttered life, ease your anxieties about money and investment, and make it possible to relax and enjoy life.

We are not bound to any institution that creates or sells products so you can be confident that you are receiving financial advice that is in your best interests.

We provide exceptional levels of service because being accessible to clients when they need us is one of our most important values.

Lodestar Financial Planning Team 2i

Our Values

We focus first on your future

We listen in order to understand

We see trust and integrity as reciprocal

We act with professional competence

We offer care by being accessible

A simple call could change your future

Thought Leadership

Latest Articles and News

Adviser Assist

13 Apr 2021 |

Reflecting on our financial planning business one key development that has enhanced client experience significantly, is an advanced client goal planning software.

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Don’t Let the Stock Market Distract You – by Patrick Cairns

01 Apr 2021 |

A couple of weeks ago, indices were hitting record highs, even though the world is still in the midst of a pandemic.

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Regulatory Reform

16 Mar 2021 |

The 15th of March 2021 marks the start of a new financial advice regime in New Zealand with the Financial Markets Conduct Act 2013 replacing the Financial Advisers Act 2008.

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