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    Best Financial Consulting Courses Auckland Near Me

    Strategi Group enable.me - financial strategy & coaching New Zealand Financial Planning enable.me - financial strategy & coaching Cliffe Consulting Limited Deloitte Auckland

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    1. Strategi Group - Upper Harbour

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    · 4 reviews

    17e Corinthian Drive, Albany, Auckland 0632, New Zealand

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    1. 1. Leading provider of NZCFS Level 5 qualification - Elevate your career with our top-tier financial services qualification program.
    2. 2. Bespoke training and CPD solutions - Tailored courses to meet your specific needs and enhance your professional development.
    3. 3. Expert in AML/CFT audits and compliance consulting - Ensure your business meets regulatory requirements with our specialized services.
    4. 4. FMCA licence applications and remediation plans - Streamline the licensing process and address any compliance issues effectively.
    5. 5. Established in 1999 - Trust our decades of experience in providing high-quality compliance, consulting, and training services.

    2. enable.me - financial strategy & coaching - Waitemata

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    · 4 reviews

    165 The Strand, Parnell, Auckland 1010, New Zealand

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    1. 1. Personalized financial coaching to help you achieve your goals and build wealth with a dynamic, adjustable plan.
    2. 2. Programs tailored to your stage in the financial journey, whether it's getting ahead, paying off the mortgage, or investing.
    3. 3. Expert advice and guidance to help you take control of your finances, pay off debt, and secure your financial future.
    4. 4. Client testimonials praising the team's ability to empower, educate, and provide clarity on financial goals and possibilities.
    5. 5. Accessible initial consultation for $249 (valued at $400) to kickstart your journey towards financial stability and retirement planning.

    3. New Zealand FSP - Waitemata

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    · 0 reviews

    Auckland CBD, Auckland 1010, New Zealand

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    1. 1. Comprehensive Database: Search and maintain companies, financial products, and financial service providers registered in New Zealand easily.
    2. 2. Regulatory Compliance: Ensure financial service providers are licensed, certified, and meet obligations under relevant legislation for trustworthy services.
    3. 3. Professional Engagement: Financial advisers must be engaged by licensed Financial Advice Providers, ensuring quality advice and adherence to professional standards.
    4. 4. Annual Confirmation: Stay registered by confirming FSP details and services annually, maintaining up-to-date information for continued compliance and credibility.
    5. 5. Efficient Process: A 2-step process for recording engagements and confirming details, making it easy to manage and update information seamlessly.

    4. New Zealand Financial Planning - Devonport-Takapuna

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    · 0 reviews

    BDO Tower, Level 1/19 Como Street, Takapuna, Auckland 0622, New Zealand

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    1. 1. Personalized Financial Planning: Tailored plans to achieve your unique goals and secure your family's future.
    2. 2. Expert Guidance: Experienced advisers partner with you for the long term, providing clarity and peace of mind.
    3. 3. Comprehensive Life Plan: A detailed document to optimize your finances and support your desired lifestyle.
    4. 4. Long-Term Partnership: Your adviser will be by your side every step of the way towards meaningful financial goals.
    5. 5. Celebrating Progress: Enjoy the journey to financial wellbeing with support, guidance, and acknowledgment of your achievements.
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    5. enable.me - financial strategy & coaching - Franklin

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    Level 1/6/8 Laidlaw Way, East Tāmaki, Auckland 2016, New Zealand

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    6. Become.nz - Auckland - Waitemata

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    Level 9/2 Kitchener Street, Auckland CBD, Auckland 1010, New Zealand

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    1. 1. Aligned Interests: Your success is our success, ensuring we work together towards your financial goals.
    2. 2. Comprehensive Wealth Services: From passive income to wealth creation, we offer tailored solutions for every stage of life.
    3. 3. Expert Financial Planning: Our team of specialists collaborate to create a personalized financial plan just for you.
    4. 4. Diverse Investment Strategies: We help you build a solid investment plan that maximizes opportunities and minimizes risks.
    5. 5. Trusted Financial Provider: With a strong presence in New Zealand, we have successfully grown and maintained wealth for thousands.

    7. United Finance - Auckland Central - Waitemata

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    Level 4/520 Queen Street, Auckland CBD, Auckland 1010, New Zealand

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    8. The Credit Department - Waitemata

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    Level 3/50 Anzac Avenue, Auckland CBD, Auckland 1010, New Zealand

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    1. 1. Personalized service: We take the stress out of getting a mortgage by providing a tailored experience for each client.
    2. 2. Expert guidance: Our team helps you navigate the complex world of home loans and specialist lending with ease.
    3. 3. Life change support: Whether you're starting a family or changing careers, we're here to assist you in finding your next home.
    4. 4. Debt repayment strategies: We offer various methods to help you pay off your mortgage quickly and save money in the process.
    5. 5. Simplified process: At The Lending Department, we make financing your home simple and straightforward, so you can focus on your future.

    9. Cliffe Consulting Limited - Hibiscus and Bays

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    31 Bournemouth Terrace, Murrays Bay, Auckland 0630, New Zealand

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    1. 1. Personalized financial planning: Tailored plans to secure your financial future and retire on your terms, preserving your lifestyle.
    2. 2. Experienced independent advisers: Over 25 years of helping clients navigate financial uncertainty with confidence and high levels of satisfaction.
    3. 3. Focus on your needs: As independent advisers, we prioritize your goals without any affiliations to large financial institutions.
    4. 4. Empowering financial decisions: Our planning often reveals clients can afford more than they think, encouraging them to enjoy life more.
    5. 5. Peace of mind: With a solid financial plan in place, you can rest easy knowing your future is secure and your investments are in good hands.

    10. Lighthouse Financial Services Auckland - Waitemata

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    · 25 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 & Education: Access online money calculators and resources to improve your financial wellbeing with our company.
    3. 3. Empowering Kiwi Businesses: We assist businesses in empowering their staff to make informed financial decisions for success.
    4. 4. Personalized Support & Solutions: Our team delivers practical solutions and personalized support to help you and your business thrive.
    5. 5. Specialized Property Expertise: Stay ahead in the ever-changing property market with our expert guidance and tailored protection solutions.

    11. Deloitte Auckland - Waitemata

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    · 23 reviews

    80 Queen Street, Auckland CBD, Auckland 1010, New Zealand

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    1. 1. Very pleasant and knowledgeable staff ready to assist you with all your financial needs, making your experience smooth and enjoyable.
    2. 2. Best accounting company ever with a reputation for excellence and top-notch service in the financial consulting industry.
    3. 3. Beautiful building with a cafe in the reception, creating a welcoming and comfortable environment for clients and visitors.
    4. 4. Unique entrance with a cafe for coffee and cakes, offering a delightful experience before or after your appointment.
    5. 5. Surrounded by Post Modern & Art Deco buildings, adding charm and character to the area, making it a more interesting place to visit.

    12. E-XPRESS Financial Services - Waitemata

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    Level 1/198 Federal Street, Auckland CBD, Auckland 1010, New Zealand

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    13. Successful Money Management Seminars (NZ) - Devonport-Takapuna

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    Level 1/40 Hurstmere Road, Takapuna, Beach 0622, New Zealand

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