The
Ownable
Process
Book a Call
Our first call is obligation free, easy to set up, and private. We just need your name and an email address, and we can kick the process off. All meetings are live-video chat so we can maintain Ownable’s one-on-one tailored focus (we will have video on, you don’t have to!). No seminars, no webinars, just you and us.
Feel free to email us at hello@ownable.co.nz if that’s more your style.
Meet & Greet
This is our exploration stage. In the meeting we’ll address your goals. We discuss what you want to achieve and we identify how best to achieve what will work best for you. We consider the Tax obligations, legal ownership structures, custody alternatives and strategies for estate execution in the event of death. We package this step-by-step for the successful execution of your custody plan.
Finalise
After our meeting, we send through a proposal with a payment link. Ownable's goal is to have you set-up and future-proofed at the conclusion of our sessions. $333 is a one-off cost that covers video call sessions, email support, and step by step guidance on legal structure, on-ramping, tax obligations, technical set-up, estate breadcrumb planning, security and recovery.
Advisory Services - Full Consultation
Getting Ready
Once we have the paper work, we will send you out a clear list of what you need to do. This includes ordering any hardware required and opening any accounts needed. For privacy reasons, we can’t do this for you, but we will guide you through, and be on call when needed. Ownable will only ever know your name and email address. Your security is our utmost priority.
Book Your Set Up Meeting
You will be sent a calendar link to set up a new call, use this to book a time that suits you. It’s possible you will need to order some equipment, so wait for this to arrive before booking your next meeting, so we can set it up together. Typically, you’ll also need to open an account with a provider, so get this up and running also before booking in a time with us. At any point in the process, just reach out to hello@ownable.co.nz for assistance.
The Set Up
In our second call, we will set up all your accounts, hardware and contributions together live over the call to ensure we support you for the most technical part of the process. By the end of this meeting, you will be good to go!
Ongoing Help?
Our plans are largely set-and-forget by design. This provides the most secure and rewarding investment outcomes. Of course, things change. You may need to sell assets, increase or reduce contributions, initiate lump sum investments or establish and then navigate taxable events. Whatever it is, we can help you, please reach out to hello@ownable.co.nz.
Book a Call
Our first call is obligation free, easy to set up, and private. We just need your name and an email address, and we can kick the process off. All meetings are live-video chat so we can maintain Ownable’s one-on-one tailored focus (we will have video on, you don’t have to!). No seminars, no webinars, just you and us.
Feel free to email us at hello@ownable.co.nz if that’s more your style.
Meet & Greet
This is our exploration stage. In the meeting we’ll address your goals. We discuss what you want to achieve and we identify how best to achieve what will work best for you. We consider the Tax obligations, legal ownership structures, custody alternatives and strategies for estate execution in the event of death. We package this step-by-step for the successful execution of your custody plan.
Finalise
After our meeting, we send through a proposal with a payment link. Ownable's goal is to have you set-up and future-proofed at the conclusion of our sessions. $333 is a one-off cost that covers video call sessions, email support, and step by step guidance on legal structure, on-ramping, tax obligations, technical set-up, estate breadcrumb planning, security and recovery.
Advisory Services - Full Consultation
Getting Ready
Once we have the paper work, we will send you out a clear list of what you need to do. This includes ordering any hardware required and opening any accounts needed. For privacy reasons, we can’t do this for you, but we will guide you through, and be on call when needed. Ownable will only ever know your name and email address. Your security is our utmost priority.
Book Your Set Up Meeting
You will be sent a calendar link to set up a new call, use this to book a time that suits you. It’s possible you will need to order some equipment, so wait for this to arrive before booking your next meeting, so we can set it up together. Typically, you’ll also need to open an account with a provider, so get this up and running also before booking in a time with us. At any point in the process, just reach out to hello@ownable.co.nz for assistance.
The Set Up
In our second call, we will set up all your accounts, hardware and contributions together live over the call to ensure we support you for the most technical part of the process. By the end of this meeting, you will be good to go!
Ongoing Help?
Our plans are largely set-and-forget by design. This provides the most secure and rewarding investment outcomes. Of course, things change. You may need to sell assets, increase or reduce contributions, initiate lump sum investments or establish and then navigate taxable events. Whatever it is, we can help you, please reach out to hello@ownable.co.nz.