At AMP OnePlan we put you at the centre of everything we do.

Let’s face it your life is too busy to deal with various financial service providers in meeting your broader financial needs.

Simplify your life! When you need financial advice you can trust, come and talk to us at AMP OnePlan.

We can cover all your personal and business financial planning needs within one integrated plan. Our goal is to deliver quality advice and service backed by AMP using a ‘best of breed’ product range approved by AMP. 

Allowing us to care for all of your financial services in one place and OnePlan.

‘One plan to rule them all!’

Personal financial planning

The AMP OnePlan team will help you clarify your goals, dreams and aspirations and develop a plan for you to achieve them while we handle all the details and keep you on track.

• Define your financial goals and work out the best way to achieve them
• Protect your life and lifestyle with our range of insurance options 
• Put your money to work to grow your income or grow your wealth
• Ensure you have the money you need to live the life you want in retirement 

Succession planning for your business

The AMP OnePlan team will help you clarify your business goals and help you develop a strategy to reach them. We will help identify the risk your business could face and look at ways to manage them together with advice on how to protect your most important asset – your people.

• Define your business goals and develop a strategy to achieve them
• Develop a risk management plan to protect against the unexpected
• Provide protection against the loss or damage of business assets
• Make retirement saving easy for your employees – and your business
• Protect the well being of your most important asset – your people 

Where to start

Call (09) 950 1962 now to find out how we can help you – or visit us at our Ponsonby office in Auckland.