• Helping with your personal goals


    "With all the demands and challenges ahead of us and the risk that NZ Super won't be available to us, how do we ensure we are able to look after our family and save for the future? We need help getting on the right track."

    Let's chat

  • Your personal wealth goals


    "I have spent years building up a successful business...now I want to focus on growing my personal wealth by uncoupling myself from the business. How can I do this?"

    Let's chat

  • Approach the future with confidence


    "I feel that I am running out of time. I need help fast tracking my ability to accumulate wealth so I can enjoy the kind of retirement that I want."

    Let's chat

  • Help bring it all together


    "Over the years, we have put together a number of investments. How do we now structure our affairs to provide us with the funds we need to support our lifestyle?"

    Let's chat

We understand that you’re unique. We believe your financial plan should be too.

Financial wellbeing means different things to people at various stages of their lives. Perhaps for you it means setting financial goals and achieving them or maybe it means contacting an investment adviser to support you in developing a plan for your assets. Your priority may be retirement planning because you’ll want the freedom to make decisions based on what’s right for you, not just on what you can afford. 

At NZFP, we know from experience that solid financial planning is the best place to start your financial wellbeing journey. We get to know you and what’s important to you, tailoring your plan to suit the outcomes you want to achieve. Our financial advisers team up with you for the long term, partnering with you every step of the way. 

So what is an NZFP Financial Plan and what will it do for me?

You could think of an NZFP financial plan as a comprehensive life plan that will be there to help you make the best decisions to achieve the goals that are important to you and those you love. 


In the strictest sense, a financial plan is a document that incorporates your lifestyle requirements - both current and future - and your financial requirements. From here, you’ll get a very clear picture about the state of your finances and what, if any changes you could make to ensure your money is working at an optimal level for you. 


Your NZFP financial adviser will be your partner throughout your journey, providing clarity and peace of mind, making sure you understand what’s happening with your money so that you can relax and enjoy your life. 

Your journey with an NZFP financial adviser starts here

Click here to learn more

Embrace financial planning to find comfort and security in retirement.

Download our guide and let us help you plan for your retirement.

View Guide
NZFP Financial Planning for Retirement

Let's chat

Contact us today if you have any questions or to find out how we can help you achieve financial wellbeing.