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    Best Financial Advisors In Auckland Near Me

    Finance Matters One50 Group Ltd Ungaro & Co Financial Advisory Services Liquid Financial Advice Cave Financial Consulting Ltd Harding Financial Advice Nautilus Advisers NZ Funds GBPensions Life Secure Financial services Limited

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    1. Finance Matters - Puketapapa

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    · 89 reviews

    45 Carr Road, Three Kings, Auckland 1042, New Zealand

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    1. 1. Start Dreaming: We help you achieve your financial milestones by creating a personalized plan to turn your dreams into reality.
    2. 2. First Home Loan: Let us guide you through the process of securing your first home loan, even if you're not quite ready yet.
    3. 3. Refinance Your Mortgage: Trust us to navigate the tricky process of refinancing, ensuring it's beneficial for you before making a move.
    4. 4. Insurance Cover Package: Safeguard your future with tailor-made insurance solutions that best suit your personal needs and those of your family.
    5. 5. Multiple Lenders Approach: Benefit from our connections with various lenders and insurance companies to find the best options for your financial well-being.

    2. One50 Group Ltd - Upper Harbour

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    · 50 reviews

    6/10 Canaveral Drive, Rosedale, Auckland 0632, New Zealand

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    1. 1. Personalized financial advice: From setting goals to creating an action plan, we tailor our services to your needs for a better future.
    2. 2. Client satisfaction: Our clients rave about our easy-to-understand advice and achieving their financial objectives with our help.
    3. 3. Expert advisers: Our team, like Emily and James, provide sound financial plans and guidance to secure your future.
    4. 4. Financial protection: We prioritize securing Kiwi families with solutions to ensure your living expenses and mortgage payments continue in times of need.
    5. 5. Future-focused: With a Lifetime financial plan, we design a road-map to help you achieve your goals, whether it's home ownership or retirement savings.

    3. Ungaro & Co Financial Advisory Services - Waitemata

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    · 11 reviews

    301/28 College Hill, Freemans Bay, Auckland 1011, New Zealand

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    1. 1. Personalized Financial Advice: Get expert guidance on mortgages, KiwiSaver, and insurance tailored to your unique financial goals.
    2. 2. Empower Your Future: Amplify gains in the property market, secure your retirement with KiwiSaver, and protect your wealth with insurance.
    3. 3. Expert Financial Strategy: Benefit from Darcy's extensive knowledge and practical advice to improve your financial health and make informed decisions.
    4. 4. Client-Centered Approach: Experience a pleasant, speedy, and positive interaction with a team that genuinely cares about your financial well-being.
    5. 5. Long-Term Financial Partnership: Join loyal clients who have trusted Ungaro & Co for over 6 years, feeling empowered and confident in their financial decisions.

    4. Lighthouse Financial Services Auckland - Waitemata

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    · 23 reviews

    41 High Street, Auckland CBD, Auckland 1010, New Zealand

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    1. 1. Expert Financial Guidance: Let James Blair & Michael Vincent help you make better financial decisions for a secure future.
    2. 2. Free Resources: Access valuable tools and educational materials to improve your financial wellbeing and empower your staff.
    3. 3. Personalized Support: Receive practical solutions tailored to your needs, whether it's managing finances, investments, or property.
    4. 4. Specialized Property Expertise: Stay ahead in the ever-changing property market with expert guidance and advice from the team.
    5. 5. Enhanced Workplace Efficiency: Invest in financial wellbeing strategies to boost productivity, talent retention, and overall workplace satisfaction.
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    5. Liquid Financial Advice - Devonport-Takapuna

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    · 11 reviews

    Takapuna Business Park Level 1, 4, Fred Thomas Drive, Takapuna, Auckland 0622, New Zealand

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    1. 1. Personalized Financial Advice: Tailored solutions for home ownership, business finance, retirement planning, and insurance needs.
    2. 2. Experienced Advisers: Decades of expertise in home lending, investment strategies, and risk management to guide your financial journey.
    3. 3. Comprehensive Services: From KiwiSaver fund choices to business risk assessments, we offer a wide range of financial solutions.
    4. 4. Professional Guidance: Distilling complex information into clear recommendations to help you make informed decisions for your future.
    5. 5. Lifetime Partnership: From first home purchase to retirement planning, we are committed to supporting you at every stage of life.

    6. Cave Financial Consulting Ltd - Orakei

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    · 29 reviews

    1D Roberta Avenue, Glendowie, Auckland 1071, New Zealand

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    1. 1. Personalized Financial Guidance: Cave Financial offers tailored advice to help you achieve your financial dreams with clarity and confidence.
    2. 2. Comprehensive Insurance Solutions: From keyperson insurance to group medical schemes, Cave Financial ensures you're covered for any situation.
    3. 3. Expert Investment Advice: Whether you're starting out or retiring, Cave Financial can help you establish prudent and effective investments.
    4. 4. Business Protection Strategies: Cave Financial assists in structuring the right solutions for your business, including shareholder cover and keyperson insurance.
    5. 5. Mortgage Guidance: Make informed decisions on your property investments with Cave Financial's expert advice on mortgages and financial planning.

    7. Harding Financial Advice - Upper Harbour

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    · 27 reviews

    1/233 Dairy Flat Highway, Albany, Auckland 0632, New Zealand

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    1. 1. Personalized Protection Plans: Tailored insurance solutions for peace of mind, designed to safeguard your financial future and family's well-being.
    2. 2. Expert KiwiSaver Guidance: Maximize your savings with informed choices, matching values and goals to the right fund for a prosperous retirement.
    3. 3. Professional Financial Advice: Trustworthy guidance from a qualified advisor, Danny Harding, dedicated to helping families protect their health and grow their wealth.
    4. 4. Choice and Freedom: Access to a wide range of providers for flexibility in selecting the best insurance and investment options for your unique needs.
    5. 5. Personalized Consultations: Say goodbye to generic online forms and hello to face-to-face or video call meetings for tailor-made financial solutions.

    8. Brackenridge Total Financial Solutions - Waitemata

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    · 14 reviews

    109 Jervois Road, Herne Bay, Auckland 1011, New Zealand

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    1. 1. Determination, passion, and focus drive our meticulous financial planning process for your long-term success.
    2. 2. Smart decisions and careful planning are the keys to generating great wealth - let us guide you on this journey.
    3. 3. Our five-step methodology ensures a comprehensive approach to financial planning tailored to your unique goals and circumstances.
    4. 4. Experience customised financial plans designed specifically for you, built on integrity, professionalism, and trust.
    5. 5. Don't miss out on Rod's eBook - a valuable resource on Life and Disability Insurance in New Zealand, available for free.

    9. Nautilus Advisers - Upper Harbour

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    · 37 reviews

    1 Orbit Drive, Rosedale, Auckland 0632, New Zealand

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    1. 1. Personalized Financial Health: We help you achieve peace of mind by preparing you for the unexpected and guiding you towards financial security.
    2. 2. Life Stage Balance: Just like the Nautilus, we assist in balancing growth and protection at every stage of your life.
    3. 3. Client-Centered Approach: Our focus is driven by your unique aspirations and concerns, ensuring you feel at ease and in control.
    4. 4. Independent Advice: As advisers, not salespeople, we handpick providers based on features, value, and service for your benefit.
    5. 5. Industry-Leading Support: Our team benefits from top-notch training and technology to deliver exceptional outcomes for our clients.

    10. NZ Funds - Waitemata

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    · 15 reviews

    Level 16/21 Queen Street, Auckland CBD, Auckland 1010, New Zealand

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    Business: NZ Funds is a specialist wealth management firm. We are experts in financial advice and portfolio management solutions for New Zealanders.

    11. GBPensions - Upper Harbour

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    · 48 reviews

    2B William Pickering Drive Bldg 1, Unit C, Rosedale, Auckland 0632, New Zealand

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    1. 1. Expertise in UK pension transfers: GBPensions, run by British expats, specializes in helping you navigate the complexities of transferring your pension.
    2. 2. Clear communication: Don't worry about financial jargon; GBPensions promises to explain everything in plain, everyday English for your peace of mind.
    3. 3. Supporting a good cause: GBPensions is a Major Donor to Pet Refuge, a charity providing shelter for pets affected by domestic violence.
    4. 4. Access to your funds: By transferring your British pension to a SIPP or NZ QROPS, you could potentially access your money efficiently and mitigate tax liabilities.
    5. 5. Expert advice: GBPensions recommends seeking independent financial and tax advice tailored to your individual circumstances before deciding on a UK pension transfer.

    12. EverBright Finance 宏硕资本 - Maungakiekie-Tamaki

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    · 25 reviews

    381 Great South Road, Ellerslie, Auckland 1051, New Zealand

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    1. 1. Expert Mortgage Support: Our team specializes in construction loans and offers tailored solutions for all your funding needs.
    2. 2. Comprehensive Financial Services: From small business loans to insurance coverage, we provide smart solutions for all your financial requirements.
    3. 3. Personalized Guidance: We analyze your needs and risk tolerance to find the most suitable finance options for you.
    4. 4. Professional Advice: Our team of experts offers detailed explanations and guidance throughout the mortgage process, ensuring a smooth experience.
    5. 5. Trusted and Reliable: Clients rave about our exceptional service, knowledgeable staff, and personalized approach to financial solutions.

    13. Life Secure Financial services Limited - Whau

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    · 11 reviews

    4098 Great North Road, Glen Eden, Auckland 0602, New Zealand

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    Review

    "Sunil is independent and was able to secure mortgage finance from ..."
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