We contacted Charlene Overell at G3 because we were becoming more and more aware that approaching retirement we had no financial plan for the future. Whilst we were in a very fortunate position of having made some good investment decisions, every time we tried to plan how we would use our assets it became too difficult. On our own we were just not able to identify what we needed to do to secure our future.
G3 and Charlene have helped us immensely. Following a detailed analysis of all our investments, outgoings, aspirations and goals she suggested ways forward that helped us make critical decisions. She has undertaken a very complex exercise to get a variety of pensions transferred from the UK and has suggested approaches that seem so obvious now but that we just could not see. As a result of her involvement we now feel under control financially with a much simplified yet effective investment approach.
Some years ago we might have said that the involvement of an organisation such as G3 would have been un-necessary and costly; however, we would have been wrong on both counts. Thanks to Charlene, not only have our stress levels dropped but we are in a better position financially; life would have been much simpler had we been introduced to G3 a long time ago.
We have no hesitation in recommending Charlene and G3. She is a delight to work with and we have benefited significantly from her involvement.
RC & WC, Auckland
I contemplated switching portfolio management companies for many months before deciding to make the switch to G3. I asked my knowledgeable accountant for a recommendation and G3 was one of two. I can unequivocally say I am very happy I made this switch and time will tell if my choice of portfolio categories was a prudent one.
In addition to this primary focus came other services offered by G3 which I have found exceedingly helpful – from recommending a different private health provider company and why, to alerting me to my eligibility for superannuation, to suggestions concerning my trust. Not in the guise of being accountants or solicitors, but things to perhaps consider whilst running it by my accountant and solicitor if need be.
Obviously I can and do recommend G3 highly.
G3 has been working with us for both our company and personal finances. We have found G3 to be knowledgeable and passionate about service. They provide the right solutions for us and our staff through thorough research and recommendation. They are always available to discuss any queries and explain things in terms I understand.
Greg and Robyn Jensen, Tauranga
Click here for more information services for owner/operators.
We have found the team at G3 to be extremely professional and efficient. Charlene took the time to really understand our situation so that she could tailor a solution to match our circumstances. Her proposal was outlined in an easy to follow manner which helped us to make informed decisions. We would absolutely recommend Charlene and her team.
Warrick & Megan, Tauranga
We have been delighted with the service and support we have received from Charlene and the team at G3. We love the way they carefully analysed what type of investors we are and helped us make decisions on long-term financial planning based on our needs. Charlene has undertaken the complex task of transferring our overseas pensions to New Zealand in a way which sees us receive the best return on our pensions. Mike and I have both appreciated the personal touch with Charlene often visiting our home. We look forward to a very long term association with Charlene and G3 and look forward to continuing to plan our financial future with their professional guidance.
Mike & Carolynne Masson, Omokoroa, Tauranga
As a busy couple we had neither the time, experience or knowledge to be able to transfer our UK pensions over to NZ or to sort out a financial plan that would set us up for retirement. Thank goodness we found G3. Their advice and guidance has been invaluable.
Their excellent service is warm, friendly, approachable, patient and they have a genuine interest in us as individuals. Their knowledge and experience has made the whole process a lot less scary and means that we now have portfolios set up that are looking very promising in providing us with a degree of financial security in the future. Thank you G3 team we look forward to a long and profitable future with you.
Chris & Sheenagh Pritchard, Christchurch
G3 Financial Freedom always gives me friendly and professional financial advice. I feel like a valued client and am confident that I am always getting the best advice that suits my desire financial goals.
Ever been shopping and said to the salesperson ‘I’m not sure what I’m looking for but when I come across the right thing I’ll know?’ After browsing around for some time wanting investment guidance – that’s how I felt when I met the ladies at G3 through a recommendation from a friend.
The service is honest, solid, intelligent, and trustworthy. All of this is delivered with entertaining good nature. G3 acknowledged my own wisdom but also happily went back through anything that I hadn’t quite grasped when it came to investing in shares. Perfect for me – a first timer. After two years of working closely with G3 I am now recommending their services to my friends, and am very happy that we are working together.
Lisa McKimm, Queen of Fun, Director Parenting Worx
Having to bring our pensions over from UK is not something I had ever thought about, however, changes in the UK forced me to do some serious thinking.
On the recommendation of a friend, I contacted G3 who had provided my friend with an exceptional service when she transferred her pension over to NZ from UK. I found Charlene to be not only very friendly but extremely informative and professional, after all its not every day you trust just anyone with your money no matter how large or small it may seem.
Charlene’s service was second to none and she was able to answer any questions either I or my husband had, no matter how petty or insignificant. I am so pleased knowing my funds are safe and fully trusted her judgement with regard to where to invest and in the right organisations with only our best interests in mind. The whole process was done so quickly and efficiently, there was no to-ing and fro-ing it was all done and dusted within a short period of time. It was a huge relief not to have to worry about this anymore and I can happily sit back and watch my money grow.
We have found Charlene to be very knowledgeable and she has helped us tremendously with financial decisions. Her advice and support has clarified and made easier the management of our finances. Charlene has also become our friend and we value her competence and integrity. We strongly recommend Charlene to anyone requiring the services of a financial adviser/wealth manager.
Neville and Lynn Robinson General
We have been using the services of G3 Financial Freedom since its inception. Right from the very beginning the team there have been extremely professional and reliable. They have given us help and advice in a variety of areas including Health Insurance, Income Protection, Family Trusts and sorted out our Retirement Plans and Investments.
They constantly review all their products and update us on a regular basis. We have found all the members of their team to be friendly, helpful and nothing is ever too much trouble.
We highly recommend G3 Financial Freedom and will continue to use their services.
Matt and Zenda Johns
G3 supported and worked with us when we emigrated to NZ from the UK with concerns about transfers of pensions as well as other financial matters which can be confusing in a new country.
From the very first meeting we were filled with complete confidence in the way that they handled not only our financial matters, but with the ladies personally.
G3 are a very professional outfit yet make you feel completely at ease, providing only the best advice and recommendations with no pressure whatsoever. Needless to say, what would have taken us months and months of paperwork, time and expensive phone calls to transfer our pension took them no time at all, with their impressive speed and efficiency.
We could not recommend their high quality of service, consistency of support and commitment highly enough.
Paul & Klaudia Severn
Having known G3 for a number of years I have on several occasions provided their contact details to clients whom were looking to invest. In every case they have made immediate contact with the client, formed a solid relationship and provided a thorough and robust plan for them to consider for what is often one of the most important decisions of their lives.
Their ability to listen to their thoughts and needs and formulate a plan that is visible and easily understood has been key to their success in gaining their trust and their clientele on a long term basis.
The clients that I have referred to speak with G3 have all spoken very highly of their professionalism, thoroughness and their trust in them to achieve their goals and aspirations through their investments.
Well done, keep up the excellent work!
Lyle Irwin RSM Prince
“From our first meeting with Jane from G3 Freedom, we found professionalism, honesty, confidence, compassion and, in our situation, hope. Jane has empowered us to manage our finances and make our goal of being debt-free a reality.
Jane’s practical and manageable financial advice has ensured that our family will have a secure future, with memories our boys will cherish. This would not have been possible without Jane’s ongoing support, advice, and follow up!
We have always found the team at G3 to be realists; non-judgemental and caring. We feel that our journey over the past 4 years with G3Freedom has been holistic, taking into account our personal circumstances, habits, and family values. It has been a long, hard journey, but Jane has ensured we celebrate all of the positives and has kept us on the path to our goals.
I wholeheartedly recommend Jane and the team at G3, they have literally changed our future and lives for the better”.
In April 2012 Liz and I were walking along Grey Street in Tauranga when we noticed a ‘bill board’ advertising G3 and their expertise in transferring pensions and funds from the UK to New Zealand. We walked in ‘off the street’ and met Jane Benton and her team at G3. Since that time we have enjoyed excellent, friendly and efficient service from Jane and she arranged for my UK employment pension to be brought into New Zealand and re-invested most successfully here. She also arranged medical cover for us. We have enjoyed a good relationship with Jane and her partners and would have no hesitation in recommending their services to anyone requiring independent financial advice. Should you need further information we would be more than pleased to provide it.
Graham And Liz O’Riordan
Click here for more information services for UK Pensions.