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Pick from some of the best providers in your area. With easy access to reviews and direct contact with Financial Advisors, you can be confident with your choice.
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.
Auckland
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.
Auckland
Hello, Maria here, a founder of Diamond Property and Wealth and a financial adviser you will work with. At 18, I found out you could get into New Zealand property for about $22 a week. That one fact changed how I thought about money — and it's why Diamond Property & Wealth exists. Most financial advice in NZ is split up: a mortgage broker for your loan, a fund manager for your KiwiSaver, a coach for your budgeting, an adviser for everything else.
Carl Fenton
Auckland
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.
Auckland
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.
Auckland
We are a financial services company operating under the nation wide SHARE NZ banner. We are experienced in investment, mortgage and insurance advice.
Auckland
We have helped over 2,000 Kiwis improve their financial wellbeing through a tried and tested 3-Step programme: 1. Free InHome (for Auckland residents) and Zoom Consultations - also known as `Financial Health Checks' at a time that suits you (including evenings and Saturdays). 2. Preparation and presentation of your holistic Personalised Financial Plan covering all aspects. 3. Help and support rolling out your plan towards the achievement of your stated goals.
Auckland
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.
Auckland
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.
Auckland
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.
Auckland
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.
Auckland
Chane Berghorst is a Financial adviser with Lifetime. She is a Certified Financial planner and offers financial and retirement planning and investment advice. She doesn't handle client funds, but can help with advice, analysis, implementation and reviewing of your investments to ensure you are comfortable with them, and that they are getting the returns you need to achieve the lifestyle you are after.
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. With a wealth of experience from both sides of the industry ie having worked as a Senior employee with insurance companies and also worked as independent advisors with no bias to any insurance company, our team of advisors at Halo Advisers Ltd. work together to deliver on our core values – to protect you and your family in our Halo; offering you advice that is fit for purpose.
I have a lot of passion for the insurance industry. When bad things happen in life which have major impact on your finances, only an insurance advisor has the ability to get a claim approved and make those financial pressures go away. I genuinely love helping people and making them see light at the end of the tunnel. Having been in the industry and paid numerous claims, the gratitude expressed by clients when you get their claim paid simply cannot be put in words.
I used to train advisers and those who aspired to come into the industry. Having done that for 10 years and with the recent change in regulation, some advisers are choosing to retire early. Our industry needs more good quality advisers and ensure Kiwis could still avail good advice, I decided to leave my senior role and start giving advice and set up my own brokerage. I have also seen many clients not get good advice which is disheartening as this can lead to a family missing out on their claim when they need it the most, to ensure that even if I could help one family and do my bit, I had to get myself out in the field.
I work on 2 main principles, Trust & Relationship. My advice is not based on sale, it is all about you and yours that we need to protect. Apart from my extensive experience and knowledge, I genuinely do this to protect families and their assets.
I am a big believer in karma and it is something my dad taught me since I was a child. You get what you give, hence I always keep my clients my best.
Yes, given the current environment we live in, most businesses can be done online. I have clients in Auckland, Wellington, Tauranga, Christchurch and Dunedin. I use Zoom and Google meetings platform to meet people remotely and use secure document signing platforms such as docu sign to complete forms etc.
I have adhered to all Govt protocols, keeping within lockdown rules, getting vaccinated, staying within your bubble and also the importance of sanitising. We can offer our services without contact to keep everyone safe.
4.95/5.00
based on 256 reviews
The average rating for Bark Financial Advisors in Auckland is 4.95, based on 256 reviews.
