We believe Kiwis should be able to live their best life

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We believe Kiwis should be able to live their best life.

Begin your journey to financial wellbeing.

At NZFP, our team believes that Kiwis should be able to live their best life, so we get to know you and what’s important to you so that your plan reflects what’s important for you to achieve.


Your NZFP adviser will tailor your financial plan to suit your unique lifestyle requirements and desired outcomes. We become your expert guide, partnering with you along the way, celebrating your successes and milestones. 


Find an NZFP adviser near you to begin your journey to financial wellbeing.

Auckland Team

General Manager
"The company's high standards and strong client focus are a good fit with my own personal values."

Adviser

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


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Adviser
"I help my clients develop sound financial plans to meet their lifestyle and financial objectives"

Marilyn Boyd

Accounts

Marilyn loves the ethos of NZFP and how clients are genuinely looked after.


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Wellington Team

Callum Forbes

Adviser

"To me, it’s about making sure my clients have income at the right time and at all stages of life."


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Lance Keall

Adviser
“I want to show my clients how simple financial planning can be. It doesn’t need to be complicated.” 

Adviser

"Maree knows the importance of understanding each clients unique situation and empowers them to understand their own."


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Christchurch Team

Adviser
"I am committed to providing a high level of personal advice, always looking to apply my knowledge and enthusiasm in a friendly and reliable way."

Adviser
“To me, financial planning is a relationship kind of business. I like to sit down with clients, find out about them and their family, their lifestyles, and their goals for the future.”

Adviser
"Preparing a blueprint for the future of my clients is probably one of the most important tasks I can do for them."

Adviser
"Building a well constructed investment portfolio comes after all those other matters have been attended to."

Adviser

"I am committed to providing a high level of personal advice, always looking to apply my knowledge and enthusiasm in a friendly and reliable way."


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Adviser

“To me, financial planning is a relationship kind of business. I like to sit down with clients, find out about them and their family, their lifestyles, and their goals for the future.”


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Adviser
"Preparing a blueprint for the future of my clients is probably one of the most important tasks I can do for them."

Mark Hubber

Adviser
"Building a well constructed investment portfolio comes after all those other matters have been attended to."

Head of Client Engagement
“If there’s one piece of advice I could give anyone, it would be to get a financial plan.”

Shelley Dick

Adviser
“Think about where you want to be in the future and set up a plan to get there.”

Client Care

"Each client is catered to and cared for as if they were a part of the family."


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Client Care

"The Client Care team have a client first approach ensuring that clients needs are met."


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Richard McCormick

Head of Client Engagement

“If there’s one piece of advice I could give anyone, it would be to get a financial plan.”

Adviser

“Think about where you want to be in the future and set up a plan to get there.”


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Client Care

"The Client Care team have a client first approach ensuring that clients needs are met."


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Client Care

"Each client is catered to and cared for as if they were a part of the family."


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Dunedin Team

Adviser

“I really like working with people in todays’ fast changing times with a focus on planning the retirement life they are expecting to enjoy”


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Karen Lane

Adviser
“I love helping people. I’m good at analysing their needs and putting a solution in place. I see all the important things that make up the big picture.”

Client Care
Debra enjoys going that extra mile to provide high-quality support and give clients a positive experience.

Let's chat

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