Echelon advisers

The best way to show you your world is to draw a picture. We built an online analysis tool, Planolitix, that builds a graph-based picture of your life. During our meeting, we consider your income, expenditure and debt levels to create your graphs. We talk about any plans, such as a how a different job, growing family, or lifestyle changes might alter your financial outcome. We also consider factors such as inheritances, business sales, property portfolios and any anticipated KiwiSaver.