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      Treating Clients Fairly

     What our clients say about us ..
"I like New Zealand Financial Planning because I know I am getting the best advice. I do not need to worry about my investments or spend lots of time deciding what I will do." - Victor MacGill
"I have always felt like a friend rather than a client." - Bruce Milne
"New Zealand Financial Planning always makes itself available to respond to my financial needs whether they are large or small. I appreciate the quick and thorough response written in a language that is so clearly explained and easy to understand." - Maree Hamilton-Chisholm
"We would recommend NZ Financial Planning to others because we know they are a company of great integrity who care about their clients." - G Hyde
"Every now and then I have an issue to discuss and NZFP have always been available, approachable and given great advice." - Victor MacGill
"I like that nothing is too much trouble for NZFP when I have questions or if I’m not too sure of any ongoing conditions in the financial world." - Joyce Shield
"I would recommend NZ Financial Planning to others because they can be trusted and my experience with them give me confidence in their processes for investment. " - Hon Margaret Austin
"We would recommend NZ Financial Planning to others primarily because of their professionalism over the years and their wisdom in not getting associated with finance companies. A good recommendation." - A G Robertson

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It's yours. Protect it.

We specialise in protecting what you already have to ensure you don't run out of money before you run out of life and if it is important to you, transferring wealth to the next generation or whomever you choose.

New Zealand Financial Planning takes a holistic approach to ensuring your wealth and well-being. Our plans cater for the unexpected in life (and death) to ensure your wishes are carried out to the letter and incorporate insurance and estate planning too.

Protecting the purchasing power of your capital against the impact of inflation and taxation requires investment decisions that reflect what is important to you, backed up by careful performance monitoring and a sound investment philosophy.