Financial Advice NZ

REACH YOUR FINANCIAL GOALS WITH CONFIDENCE & CLARITY

With goal-based financial advice crafted exclusively for you

Financial advice happy clients

TRANSFORM YOUR FINANCIAL JOURNEY WITH
PERSONALISED FINANCIAL ADVICE

FINANCIAL ADVICE BENEFITS

Empower Your Financial Journey

Gain Clarity & Direction

Maximise Financial Opportunities

Unlock Your Wealth Potential

Secure Your Financial Foundation

Build Stability & Security

What's The Financial Cost Of NOT Getting Financial Advice?

To see a graph that shows the huge financial cost ($$$) of NOT getting financial advice:

TESTIMONIALS

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
John Doe
Designer
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
John Doe
Designer
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
John Doe
Designer

FINANCIAL ADVICE - FREQUENTLY ASKED QUESTIONS

A financial adviser helps you decide how to best use your money to reach your future financial goals and acts as a coach to help get you there.  They help you set your goals and provide written advice recommendations for you to follow so you can achieve your goals.  

Financial advisers may specialise in providing advice on insurance, mortgages, investments, or broader personal financial planning.  Many advisers work in offices, by telephone, and video conferencing.  They work for banks, insurance and investment companies as well as independent firms, and are regulated by the New Zealand Financial Markets Authority (FMA).

Without financial advice, you risk costly mistakes, missed opportunities to grow wealth, and long-term financial uncertainty. 

NZ Wealth Planning’s holistic approach, including debt management and interest cost reduction, aims to mitigate these risks and maximize your financial potential, which can potentially, depending on your situation, lead to saving tens of thousands of dollars ($10,000+).

They can be paid through fees, commissions, or a combination, but reputable advisers are transparent about their fees and work in your best interest and disclose their fees to you.

Yes, you can, but it’s wise to periodically review their performance, fees, and whether they align with your evolving financial goals.  We can complement the work your current adviser does. 

There might be other areas you want advice on too like cash management, debt management, child education planning, and retirement planning that we can help with that your current adviser doesn’t cover. 

EMPOWER YOUR FINANCIAL JOURNEY WITH EXPERT FINANCIAL ADVICE

Is Neglecting Financial Advice Costing You Thousands?

Stop Missing Out On Wealth-Building Opportunities. Take Control Today!