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“It’s more holistic, like putting that jigsaw puzzle together. You have all these bits everywhere that you find a way to shape into something. I think often we will go beyond the advice, and really understand them more as a person.”

Andrew Doak

Andrew Doak

CFP CM
Financial Adviser, Christchurch

For Andrew, financial planning is about understanding his clients. He enjoys piecing the person and situation together, to provide customised financial advice. Willing to go the extra mile, his financial plans are delivered to ensure the best future for his clients. Working in Christchurch with NZFP since 2015, Andrew is part of a warm community that he thoroughly enjoys. Helping people is an integral part of his work, and one that he pursues with passion.


Andrew has a broad skill set and a particular interest in trusts, estates and non-residents. His experience working collaboratively with lawyers and accountants means he understands his clients well. Through a steady process and skill set developed over the years, Andrew discovers what’s most important to his clients, enabling him to deliver reliable and timely advice. 


“Clearly we need to be understanding professionals with knowledge of markets, and clients expect that. But what sets NZFP apart is the human element. You have a tie between the client and the advisor, and there’s a lot of personal connections made”

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Putting personality into financial planning

With over 28 years of experience in investment and finance, Andrew is dedicated to helping his clients achieve their goals. First and foremost, he believes that understanding them on a personal level is at the heart of his approach to financial planning 

“It’s more holistic, like putting that jigsaw puzzle together. You have all these bits everywhere that you find a way to shape into something. I think often we will go beyond the advice, and really understand them more as a person.”

Andrew’s individual financial plans are shaped around his client’s needs and circumstances. Each client is given an honest experience, backed by Andrew’s genuine desire to help them succeed. 

At the end of the day, Andrew is determined to ensure his clients understand the process and plan he is creating. This means he can provide a solid basis for trust, and give honest advice that his clients can be confident in.
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Hear what Andrew's clients have to say…

“Andrew's really listened to our needs and what was important to us. Our plans were done keeping those things in mind and when circumstances have changed we’ve notified him, he’s provided advice, and we’ve made adjustments. Listening to what we wanted was really fundamental, and being pragmatic about what decisions to make.”
Rob and Georgina
"Great personalised service. Andrew listened to our needs and values and developed a plan that was achievable and right for us"

Rob H.
“Andrew, he’s a genuine person. He’s a good listener, but also a good adviser. He will tell us whether it’s a good idea or not. I realise we are not the only client at NZFP, but we never feel like one of the masses, we feel like we’re individual. We’ve always found with Andrew, that if things are changing with the market worldwide or locally, he’ll consider what’s in our best interests.”


“It’s come up with people that are getting older like us, and are not quite sure what to do with their money. We tell them that Andrew is the sort of person who would give you the time of day and give you some ideas.”
John and Chris
"NZFP is a professional, friendly and knowledgeable business to be involved with. We have an excellent relationship with our adviser, Andrew, and appreciate his and NZFP's regular communications."
John S.

Andrew's Featured Blogs

Advice for Redundancy Pay | Financial Planning | NZFP

Financial planning for lifestyle changes – what to do if you’ve been made redundant.

By NZFP • 14 May, 2020
Are you worried about being made redundant? Andrew Doak offers expert advice and explains the importance of proactive financial planning for redundancy.

Christchurch Office

Contact
Phone: (03) 375 4040
Freephone: 0800 375 4040
Email: [email protected]
Postal Address
PO Box 36-381, Merivale,
Christchurch 8146
Physical Address
158 Leinster Rd, 
Merivale, Christchurch 8014
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