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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100% NZ and here to stay

In Maori mythology, the Morepork or Ruru is often seen as an ancestral spirit or guardian.
One form known as Hine-Ruru or owl woman is believed to have the power to protect, warn and advise.

With offices in Auckland, Tauranga, Wellington, Christchurch and Dunedin, we are now one of the largest, wholly NZ-owned, independent companies specialising in financial planning in New Zealand.

We were established in the late 80's and the original founding members of the business are still actively involved in its day to day management over 20 years later. During that time, we've seen a lot of competitor's businesses come and go and a lot along with many of their investors getting burnt by the allure of high return and seemingly safe investments. Our clients have avoided these problems because of our passionate belief in careful research and a long term investment strategy.

Our success is based on

Our values - people first
Our people - some of the most qualified and experienced in the industry
Our process - our advice is based upon a holistic planning process underpinned by high calibre research performed completely independent of banks, insurance companies and finance houses.