Your financial future, simplified.
What we do
At Coltman, we help to give you the confidence to make lifestyle and financial decisions - whether you're managing finances, navigating major life changes or planning for retirement.
No one-size-fits-all packages. Just clear, personalised advice that fits your life.
Here’s what we look at together
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![Goals & Objectives Icon]()
Goals & Objectives
Identify what matters most to you – buying a home, family time, growing a business, retiring.
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![Cashflow Icon]()
Cashflow
What you earn, where your money goes and discuss some of the life costs that you may not have considered.
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![Debt Management Icon]()
Debt Management
Smarter ways to structure mortgages, loans, or plan new purchases.
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![Estate Planning Icon]()
Estate Planning
Wills and enduring powers of attorney - the grown-up stuff we all mean to do.
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![Back Up Plans Icon]()
Back Up Plans
Knowing you have a back up plan to hold things together when life turns an unexpected corner.
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![Savings Icon]()
KiwiSaver, Investments & Savings
What do these things look like long-term and how will they contribute to your future plans?
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![Retirement Icon]()
Retirement
How much is enough? How much do I need? Have I got enough? How long will it last?
