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Pick from some of the best providers in your area. With easy access to reviews and direct contact with Financial Advisors, you can be confident with your choice.
Auckland
Collaborative Consulting is a private wealth and estate planning specialist. We are 100% independent, we don't accept commissions and meet the highest global fiduciary standards. We're in the business of helping clients make work optional and do this providing "evidence based advice", not sales rhetoric.
Auckland
Chane Berghorst is a Financial adviser with Lifetime. She is a Certified Financial planner and offers financial and retirement planning and investment advice. She doesn't handle client funds, but can help with advice, analysis, implementation and reviewing of your investments to ensure you are comfortable with them, and that they are getting the returns you need to achieve the lifestyle you are after.
Auckland
Smart & efficient, in that we embrace technology to save time, complete as much online as possible, only asking for what is required, when its required.
Auckland
We have helped over 1,600 Kiwis improve their financial wellbeing through a tried and tested 3-Step programme. Whether you are looking to buy an investment property or reduce your home mortgage, or create a plan that will help you achieve financial independence at or prior to retirement, it all begins with a complimentary InHome Consultation (or via a Zoom meeting). Once we know what your current situation and goals are, we create a personalised financial plan for you (done via our panel of financial advisers/specialists).
Auckland
The financial decisions you make ultimately affect your lifestyle. Surrounding yourself with the right professionals to gain a better understanding of money and finances is crucial to ensure you are living the life you want now, and creating financial success for the future. Our team lives and breathes the concept of working and playing hard. With many years’ experience as business owners and financial advisors, we can help you choose the financial pathway that’s right for you.
Auckland
We are a financial services company operating under the nation wide SHARE NZ banner. We are experienced in investment, mortgage and insurance advice.
Auckland
Founded on the belief that every Kiwi family deserves access to better Financial advice, no matter where they are or what the situation. Tribe Financial provides a range of services, focusing on delivering solutions that meet what you need. Our staff want to see you succeed and with our experience and knowledge, we deliver on our values, Integrity, Trust and outcomes. Every client is important to us, so you'll have a dedicated advisor who will take the time to understand you and your needs.
Auckland
I am a mortgage adviser with access to over 20 lenders, from mainstream banks to non bank lenders, second tier lenders and private lenders. I can help with finance, and refinance for any type of finance request. First home buyers, investors, commercial property, bridging finance, caveat lending, and personal loans to name a few. I come from a banking background, 32 years with Westpac, the last 7 years as a mobile mortgage manager.
Auckland
National Capital are Financial Advisers specialising in Investment research. National Capital was founded in 2018 and now advises Kiwis on over $4 million of their savings. We are based in Auckland, but serve clients all over New Zealand. Clive is one of a small proportion of financial advisers in New Zealand who are Authorised Financial Advisers. Prior to launching National Capital, he worked for Findex, an Australia/NZ advisory firm with over seventeen billion dollars in funds under advice.
Auckland
We started Diamond Property and Wealth to help more Kiwis take charge of their own future. Getting ahead financially isn’t easy. You can find plenty of information online, but none of it is tailored to your specific situation and goals. Instead, we’re focused on action-oriented advice that actually gets results. Because real progress happens when you have personalised guidance and accountability and a trusted advocate on your side.
Valerie
I cannot recommend Maria highly enough! We are currently engaged in a 12-month financial coaching program with her, and it has been transformative. From the start, she took the time to understand our unique financial situation and provided tailored strategies to improve our cash flow as we launched our new business.
What truly sets Maria apart is her ability to offer insights into our psychological relationship with money. She goes beyond the numbers, training us to think for ourselves and probing deeper than surface-level finances. This approach has empowered us to make informed decisions and develop a healthier mindset around money.
Maria’s financial plan for us is allowing us to pay off our mortgage much faster while simultaneously save for our other personal goals. Before working with her, we felt we had no extra money to allocate toward our aspirations. Now, it’s a refreshing shift to think, “Where are we going to put this extra cash?”
Maria’s charisma makes every session enjoyable. She combines professionalism with an approachable demeanor, making it easy for us to ask questions and engage in meaningful discussions. We are so grateful to have her on our team!
Auckland
Finance Bloom we grow together with our customers. Finance Bloom is specialised in Asset Finance, General & Risk Insurance, Kiwisaver & Wealthbuilder. For more information please let us you will get genuine advise under one roof. No obligations to buy free review available.
Auckland
Assisting clients with advice surrounding family or business protection and where insurance may assist as a solution is something I enjoy. I have worked hard for clients over the many years I have been in the industry. Time in the industry means that I know insurance, stay on top of the changing industry regulations and work closely with insurers to learn about their products and develop great relationships with their senior underwriters and staff.
Taking care of our clients and their families is the very basic principal of Halo Advisers Ltd. We are committed to understanding the unique needs and circumstances of every individual client to ensure we have tailor made insurance solutions. We also specialise with ACC levy reductions, most self employed clients are not aware that they can reduce their ACC levies and make better use of those savings towards their Personal and/or Business Insurance. With a wealth of experience from both sides of the industry ie having worked as a Senior employee with insurance companies and also worked as independent advisors with no bias to any insurance company, our team of advisors at Halo Advisers Ltd. work together to deliver on our core values – to protect you and your family in our Halo; offering you advice that is fit for purpose.
I have a lot of passion for the insurance industry. When bad things happen in life which have major impact on your finances, only an insurance advisor has the ability to get a claim approved and make those financial pressures go away. I genuinely love helping people and making them see light at the end of the tunnel. Having been in the industry and paid numerous claims, the gratitude expressed by clients when you get their claim paid simply cannot be put in words.
I used to train advisers and those who aspired to come into the industry. Having done that for 10 years and with the recent change in regulation, some advisers are choosing to retire early. Our industry needs more good quality advisers and ensure Kiwis could still avail good advice, I decided to leave my senior role and start giving advice and set up my own brokerage. I have also seen many clients not get good advice which is disheartening as this can lead to a family missing out on their claim when they need it the most, to ensure that even if I could help one family and do my bit, I had to get myself out in the field.
I work on 2 main principles, Trust & Relationship. My advice is not based on sale, it is all about you and yours that we need to protect. Apart from my extensive experience and knowledge, I genuinely do this to protect families and their assets.
I am a big believer in karma and it is something my dad taught me since I was a child. You get what you give, hence I always keep my clients my best.
Yes, given the current environment we live in, most businesses can be done online. I have clients in Auckland, Wellington, Tauranga, Christchurch and Dunedin. I use Zoom and Google meetings platform to meet people remotely and use secure document signing platforms such as docu sign to complete forms etc.
I have adhered to all Govt protocols, keeping within lockdown rules, getting vaccinated, staying within your bubble and also the importance of sanitising. We can offer our services without contact to keep everyone safe.
4.98/5.00
based on 172 reviews
The average rating for Bark Financial Advisors in Auckland is 4.98, based on 172 reviews.
