New Zealand Financial Planning (NZFP)

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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More about us

New Zealand Financial Planning was originally formed when chartered accountant, Greg Moyle and lawyer, Jordi Garcia joined forces in 1987 with the aim of helping people fully harness their resources to create, grow and secure wealth.

Shortly afterwards, a solid governance structure was put in place to oversee business operations. We use an independent trustee company to act as custodian for all your transactions and a high calibre, independent, investment research company to prepare all reports on the value of your portfolio.

Our Management Board is responsible for the company's governance and strategic direction and consists of five elected NZFP Principals. Alan Lawton is the current chairman. We have two Joint Managing Directors: Greg Moyle (Marketing & PR) and Mike Staal (Operations) and a General Manager, Craig Dealey, who is responsible for Technical Services, Administration and I.T (Information Technology).

Our regional offices are managed by their respective NZFP Principals, who report to the Management Board.

An Investment Committee consisting of four NZFP Principals and our General Manager is responsible for external specialist/service provider appointment, liaison and monitoring.