In life, we all want the best for our families, ourselves, and, if we own a business we want it to grow and be successful.
We want to prosper and protect everything that we value. We want to take care of people who are close to us and our property, now and in to the future. We want an enjoyable and comfortable retirement.
AdviceFirst is here to help you do just that.
We’re here for you, and we can help you by offering expert financial advice throughout your life.
Whether it’s investment, wealth management, insurance, or KiwiSaver, we have the expertise, people and resources to give you the financial advice you need, when you need it.
Our financial advisers are experts, but they won’t use complicated jargon.
Instead, they’ll take the time to understand exactly what you want, or more importantly what you need.
Then they’ll put forward ideas and make recommendations personalised for you. No off-the-peg, one-size-fits-all, she’ll-be-right approach.
What we can do
- Provide you with straightforward, practical advice from financial experts.
- Arrange all types of personal insurance for you and your family.
- Offer you a choice of quality products from leading suppliers at competitive rates.
- Assist with claims to help make the process easier and give you greater peace of mind.
- Provide you with a financial plan and advice to help you reach your retirement goals.
- Review your KiwiSaver plan to help it live up to your expectations.
- Arrange and manage your investments in a more tax efficient manner.
- Negotiate with different banks to get a home loan deal that works for you
We provide a one-to-one personal service with an experienced Financial Adviser, supported by other specialists as needed.
- Work with you to keep your financial plans up to date with your life changes.
- Give helpful straight answers to your burning financial questions.