Our Advisers

Jordi Garcia


AFA, ED, BCom, LLB, CFPCM, Director NZFP

Jordi is a founding co-director and principal of NZFP and has over 25 years experience in the financial services industry, with the last 22 in financial planning. His prior experience was in the banking and mortgage broking industries and included establishing tax-oriented structures for investors.

A regular presenter of financial planning, investment and estate planning seminars, he has also tutored and lectured part-time at the University of Auckland for many years.

In 2001, Jordi was awarded the New Zealand Financial Planner of the Year Award sponsored by Good Returns Magazine, for excellence and professionalism within the industry.

Jordi also served for 20 years as a part-time member of the Territorial Force of the NZ Army, finishing in 1999 as the Commanding Officer of the 3rd Auckland (CRO) and Northland Battalion, Royal New Zealand Infantry Regiment as a Lieutenant Colonel. He was awarded the Efficiency Decoration (ED) in 1992.

Outside of work, Jordi was a member of the Henderson Rotary Club until he, his wife and their four teenage children moved to the North Shore. His current interests outside of financial planning revolve around his family, while he also loves to read a good book, kayak and keep fit.

"I work with people that want to create a comfortable lifestyle for later in life and through careful planning help them achieve it."

Contact



Talk to Jordi Garcia

Phone:09 551 6100
Freephone:0508 458 378
Fax:09 489 6111
Email:jordi.garcia@nzfp.co.nz
PhysicalLevel 9, Takapuna Towers
19 Como Street
Takapuna
Auckland 0622
PostalPO Box 33-844
Takapuna
Auckland 0740

Get Started...

Find an Office


Sun Sun Sun Sun Sun Sun Sun Sun Sun Sun Sun Sun Sun Sun Sun Sun Sun

Get Started...

Find an Adviser


Get Started...

Please contact me


Thank you for your request.

An NZFP adviser will be in contact with you shortly.
Oops something went wrong. Please phone or email an office or adviser directly using the options to the left.

Allow us to contact you. Please fill out the details below and an NZFP adviser will be in contact within 24 hours.

Please enter a Name
Please enter a Phone Number
Please enter an Email
Please select an location

Please send me updates or newsletters from NZFP

Copyright © 2014. All Rights Reserved. New Zealand Financial Planning Company Ltd