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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.
Pam Martin
I am not someone who understands the investment world.but I knew it was important to get the best result as I am heading for retirement age. John is easy to talk to. He was happy to share his 30 years of experience to help me find a solution that fitted my needs. It is the first time I have felt confident about this area of my life and am happy to reccomend talking to John
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.
Dasha Skye
I have set up a number of investments with Chane. I am very happy with the advice received and the result of these investments. I have also referred Chane to other family and friends, all of whom have reported great satisfaction in her services for investments, kiwisaver and retirement planning. Highly recommend!
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
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
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.
4.83/5.00
based on 135 reviews
The average rating for Bark Investment Advisors in Auckland is 4.83, based on 135 reviews.
