Makowem & Isaacs Financial Planning

INVESTMENT
PLANNING

Investing your money like
it’s our money.

INSURANCE
PLANNING

Managing your risk like it’s
our risk.

RETIREMENT
PLANNING

Managing your retirement
savings drawdown like it’s our
retirement savings drawdown.

OUR CLIENTS

We specialise in helping families and small businesses with their planning. These people – our valued clients – are the most important thing in our business, and are treated as such. Whether you are new to investing and just getting started, or you are a seasoned campaigner with millions to invest, we can design a plan that is perfect for you.

OUR CULTURE

There are a range of shared principles that guide our organisation’s motivations and decisions. These are to be authentic and honest, caring, understated, inclusive and fully invested in our clients.

TESTIMONIALS

"I've been grateful for the life cover I took through Makowem & Isaacs Financial Planning. Having recently been diagnosed with a serious illness, Makowem & Isaacs Financial Planning organised early repayment of my life cover and rearranged my investments. They've been great in sorting everything out for us."

- Hugh

"I have been impressed with the service I receive from Dave Isaacs and the team at Makowem & Isaacs Financial Planning.They are diligent, take the time to understand my financial situation and as a result can solve for my financial saving requirements. There’s regular check ups as well which I like, as our financial situations change over time."

- S and A, Auckland

"Dave Isaacs has been my investment advisor for several years. I am very impressed by the quality of service I’ve received. Specifically, the quality of information provided, speed of response to my enquiries and most importantly the level of investment return his advice has delivered to me. I have complete confidence in him and Makowem & Isaacs Financial Planning."

-Paul, Wellington

MORE TESTIMONIALS

INVESTMENT PLANNING