021 0229 7560 david@pilgrimfs.co.nz


Protecting your Future



Protecting your Future

about us

we support

We establish relationship, collect data and mitigate risk when planning the client’s future by, Analysing profile, and prioritising goals, Protecting assets and managing resources, Providing for family and those you care for

We provide

Provide a holistic advisory service, it is necessary to know, Goals and objectives, Assets and liabilities, Income and expenditure, Dept, Retirement savings and investment, Insurance


Our services are designed to help you to achieve your financial goals and the lifestyle desired. A plan is centred on your current situation, and making adjustments to changing circumstances, and projecting future needs by recommending appropriate and suitable solutions.

Protect your Future

Asking the right questions

  • How long can your expenses be paid if you became sick or injured and unable to work?
  • Will your family have enough money to live on in the event of your untimely death?
  • Can your partner earn an income, and raise and educate the children?
  • What is the right level of cover to protect yourself and the family?

“The key to successful outcomes are to get the foundation on solid rock to weather the storm”

Contact us

David Luke, Financial Advisor
Phone: 021 0229 7560
Email: david@pilgrimfs.co.nz