Pricing + Services

Financial modelling and protection planning

No Charge —  Our financial modelling software is the key to what we do, it provides you with the roadmap to make informed decisions, it takes a while to gather all your intended income and expenditure, but we can then produce lifetime cash flows through to your age 100. We then revisit the modelling each year to measure how you are performing against your plan and make adjustments accordingly.

Investment and kiwisaver advice

We provide a fee based service supported by a world class network of investment, tax and legal specialists. We are passionate about investing for positive outcomes in our carbon constrained future, socially and sustainably responsible investing.

The fee charged will depend on the nature and scope of the advice or service we provide for you. There is a cost for our financial planning advice and to implement any investment advice. We will outline the estimated cost in a letter of engagement and agree the fees with you before we proceed.

Clients who choose our Investment Management Service are charged a retainer fee which covers investment monitoring, administration and reporting. This also covers on-going review of your financial situation. The cost is expressed as a percentage of funds under management and will be agreed in a letter of engagement.

Insurance and risk management

No Charge - TGN provides a complimentary personal and business risk insurance review service, all our advice is provided using our proprietary financial modelling software and is in writing, it is based upon independent research and we are not aligned to any particular provider.  We work with you and ensure you have a complete understanding of the whole process, and then review your cover each year.