Find a Financial Advisor in Auckland

Collaborative Consulting is a private wealth and estate planning specialist. We are 100% independent, we don't accept commissions and meet the highest global fiduciary standards. We're in the business of helping clients make work optional and do this providing "evidence based advice", not sales rhetoric.

Smart & efficient, in that we embrace technology to save time, complete as much online as possible, only asking for what is required, when its required.

Taking care of our clients and their families is the very basic principal of Halo Advisers Ltd. We are committed to understanding the unique needs and circumstances of every individual client to ensure we have tailor made insurance solutions. We also specialise with ACC levy reductions, most self employed clients are not aware that they can reduce their ACC levies and make better use of those savings towards their Personal and/or Business Insurance.

We have helped over 1,600 Kiwis improve their financial wellbeing through a tried and tested 3-Step programme. Whether you are looking to buy an investment property or reduce your home mortgage, or create a plan that will help you achieve financial independence at or prior to retirement, it all begins with a complimentary InHome Consultation (or via a Zoom meeting). Once we know what your current situation and goals are, we create a personalised financial plan for you (done via our panel of financial advisers/specialists).

The financial decisions you make ultimately affect your lifestyle. Surrounding yourself with the right professionals to gain a better understanding of money and finances is crucial to ensure you are living the life you want now, and creating financial success for the future. Our team lives and breathes the concept of working and playing hard. With many years’ experience as business owners and financial advisors, we can help you choose the financial pathway that’s right for you.

We are a financial services company operating under the nation wide SHARE NZ banner. We are experienced in investment, mortgage and insurance advice.

Founded on the belief that every Kiwi family deserves access to better Financial advice, no matter where they are or what the situation. Tribe Financial provides a range of services, focusing on delivering solutions that meet what you need. Our staff want to see you succeed and with our experience and knowledge, we deliver on our values, Integrity, Trust and outcomes. ​ Every client is important to us, so you'll have a dedicated advisor who will take the time to understand you and your needs.

I am a mortgage adviser with access to over 20 lenders, from mainstream banks to non bank lenders, second tier lenders and private lenders. I can help with finance, and refinance for any type of finance request. First home buyers, investors, commercial property, bridging finance, caveat lending, and personal loans to name a few. I come from a banking background, 32 years with Westpac, the last 7 years as a mobile mortgage manager.

National Capital are Financial Advisers specialising in Investment research. National Capital was founded in 2018 and now advises Kiwis on over $4 million of their savings. We are based in Auckland, but serve clients all over New Zealand. Clive is one of a small proportion of financial advisers in New Zealand who are Authorised Financial Advisers. Prior to launching National Capital, he worked for Findex, an Australia/NZ advisory firm with over seventeen billion dollars in funds under advice.

Finance Bloom we grow together with our customers. Finance Bloom is specialised in Asset Finance, General & Risk Insurance, Kiwisaver & Wealthbuilder. For more information please let us you will get genuine advise under one roof. No obligations to buy free review available.

Assisting clients with advice surrounding family or business protection and where insurance may assist as a solution is something I enjoy. I have worked hard for clients over the many years I have been in the industry. Time in the industry means that I know insurance, stay on top of the changing industry regulations and work closely with insurers to learn about their products and develop great relationships with their senior underwriters and staff.

After six years of dedicated service in the financial services sector, I stand out as your premier choice for expert guidance and unparalleled support on your financial journey. What sets me apart from the competition is not just my extensive experience, but my unwavering commitment to understanding your unique needs and aspirations. With a track record of success and a deep understanding of the intricacies of the financial landscape, I offer personalized solutions tailored to your specific goals.