Jordi Garcia
ED, BCom, LLB, CFP
CM
Financial Adviser, Auckland
Jordi Garcia sees his work in financial planning not simply as a job but rather, a vocation. Sharing his knowledge and investment advice with others is his life purpose.
As a values-based financial adviser, Jordi is a firm believer in integrity and doing right by his clients. He values transparency and cares deeply for his clients. He sees the good in everyone and puts the emotional wellbeing of the people he works with before anything else.
"I work with people who wish to create a comfortable lifestyle for later in life and, through careful planning, I help them achieve it."
Jordi is dedicated to bringing clarity of thought to his clients in order for them to make sensible decisions regarding their finances. He understands the importance of security and protection, and through his thorough approach, he helps his clients to understand it, too.
Using his life experience to guide financial planning
Jordi has spent the last 30+ years honing his skills in financial planning. Prior to that, he worked in the banking and mortgage broking industries establishing tax-oriented structures for investors.
A regular presenter of financial planning, investment and estate planning seminars, Jordi has also tutored and lectured part-time at the University of Auckland for many years. In 2001, he was awarded the New Zealand Financial Planner of the Year Award for excellence and professionalism within the industry.
Jordi served for 20 years as a part-time member of the Territorial Force of the NZ Army, during which time he was awarded the Efficiency Decoration (ED) in 1992.
A family man at heart, Jordi was a member of the Henderson Rotary Club until he, his wife and their four teenage children moved to the North Shore. His current interests outside of financial planning revolve around his family, while he also loves to read a good book, kayak and keep fit.
Hear what Jordi's clients have to say…
“Jordi uses language that we understand. He takes the time to explain things in a personable, comprehensive way. He has helped us to see what we need to do, what our risks are and what is possible for our finances.”
Kevin
“We sought security. With young children and a big business to run, we realised we needed to focus on long-term financial planning and create a serious savings plan for the future.
We’re very cautious investors, and we sought to retire early. When you retire early, you have no means of replenishing anything that’s lost through a risky investment. So Jordi made sure we were comfortable with every decision!”
Anonymous
Jordi's Featured Blogs
Wellbeing is a practice, and financial wellbeing is more about informed behaviour than income. NZFP guides clients to achieve financial wellbeing.
Our clients share their story of how Jordi Garcia’s financial planning and investment advice helped them enjoy financial security – and an early retirement!
