Guiding Kiwis to financial wellbeing

Begin your financial wellbeing journey today

Guiding Kiwis to financial wellbeing

Helping you create a better life for yourself and those you love.

At NZFP, we understand each person’s financial wellbeing journey will be unique to them. We also realise that getting financial advice, especially here in New Zealand, can be daunting. When you choose one of our financial advisers, you can rest assured that we take the time to get to know you and what’s important to you in a friendly, safe, and non-judgemental environment.

Whether you’re looking for an investment adviser or someone to assist you with retirement planning, NZFP can be of service to you.

“They really listen to you and take what’s really important to you into consideration”

- Georgina Hallinan

Getting to know you

We start by getting to know about you in the following ways:

Your Lifestyle.

First, we find out what’s important to you and those you love. We listen to you, getting to know about your current financial requirements and the goals you have for the future. Knowing where you are now and the outcomes you want to achieve are key to creating a personalised plan that takes you where you want to go.

Your Current Income.

We take a snapshot of your current financial situation so that we understand what’s happening for you right now. We look at your income, expenses, debt, and savings to ensure that you can begin your journey with complete clarity.

Your Investments.

Investment assets play a crucial role in funding the kind of lifestyle and cash flow that you may want to maintain once you retire. An NZFP adviser can guide you in making choices that suit your current lifestyle while supporting the outcomes you want for the future.

Your Future Income.

The future income of most New Zealanders will likely come from two sources - savings and investment capital which includes assets accumulated over time and NZ Superannuation. As there is uncertainty around the sustainability of the NZ Super, retirement planning that accounts for the lifestyle you want to have when you stop working will be key to your peace of mind.

We’re with you every step

We believe that regular reviews are essential to keeping you on the right path to financial wellbeing. We know that circumstances can change quickly and sometimes quite unexpectedly.

You may meet that special someone and decide to settle down or hit a specific milestone that causes you to rethink the direction you’re heading in. No matter what happens, we’ll be there ready to adjust and update your financial plan according to your requirements.

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