Welcome to Families First
A Personalised Approach to Financial Advice
Dylan Goldstone ~ Licensed Financial Adviser
Hi, I’m Dylan Goldstone, a Licensed Financial Adviser passionate about helping Kiwis like you make smart, informed decisions about your financial future. Whether you’re just starting out on your savings journey, buying your first home, or planning for retirement, I’m here to provide personalised advice that works for your unique situation.
How I Can Help You
Insurance is at the heart of what I do. Protecting you, your family, and your business from life’s uncertainties is my top priority. Whether it’s life insurance, trauma cover, income protection, or other forms of protection, I’ll work with you to find tailored solutions that provide financial security and peace of mind.
In addition to helping you with insurance, I can also guide you through the often-confusing world of KiwiSaver. KiwiSaver is a key part of building your financial future, but choosing the right plan can feel overwhelming. That’s where I step in—to simplify the process and provide expert advice every step of the way.
As your trusted adviser, I’ll help you:
Understand Insurance Options—I’ll assess your needs and recommend the best insurance policies to protect your loved ones, your income, and your business.
Review Existing Insurance—I’ll assess your current policies to ensure they still meet your needs and provide the right protection for you and your loved ones.
Compare KiwiSaver Funds—I’ll help you navigate fund types, from conservative to aggressive, to find one that matches your goals and risk profile.
Choose the Right KiwiSaver Provider—With so many options out there, I’ll recommend the provider that best suits your unique circumstances.
Assist with KiwiSaver Transfers—If your current provider or fund no longer meets your needs, I’ll help you transfer to one that does.
Whether it’s protecting your present with tailored insurance or securing your future with KiwiSaver, I’m here to make the process simple, clear, and effective.
A Personalised Approach to Financial Advice
I understand that no two people are the same. That’s why I take the time to get to know you, understand your goals, and provide advice that’s tailored to your unique needs. My focus is on building long-term relationships and ensuring you feel confident in every financial decision.
When we work together, you can expect:
Clear, straightforward advice about KiwiSaver and other financial products.
Ongoing support as your circumstances evolve, ensuring your financial plan grows with you.
A focus on your goals, whether that’s buying your first home, planning for retirement, or simply getting your finances on track.
Why Work with Me?
As a Licensed Financial Adviser, I’m committed to providing advice you can trust. Here’s what sets me apart:
- Independent Advice: I’m not tied to any specific provider, so my recommendations are always in your best interest.
- No Fees: My advice comes at no additional cost to you—no surprises, no hidden charges.
- Tailored Guidance: Every client is different, and I’ll work with you to create a financial strategy that’s right for you.
Long-Term Support: I’m here for the long haul, offering ongoing advice and support as your life and financial needs change.
Ready to Take Control of Your KiwiSaver?
If you’re looking for expert advice on choosing KiwiSaver, comparing KiwiSaver plans, or understanding how KiwiSaver can work for you, I’m here to help. Together, we can create a plan that aligns with your goals and sets you up for long-term success.
Dylan Goldstone
Licensed Financial Adviser | Family First Financial Services
Personalised Financial Advice You Can Trust