Build Your Future, Your Way
Wealth isn’t just about money – it’s about creating the life you envision for yourself and the generations to come. At AdviceFirst, we empower you to take control of your financial future with tailored strategies, expert guidance, and tools designed to help you achieve your goals.
Whether you’re just starting your investment journey or looking to grow and protect an established portfolio, we’re here to help you build your wealth with confidence.
What Wealth Means to Us
Wealth is personal, and so is our approach. We focus on understanding your unique aspirations and challenges, creating a plan that aligns with your values and priorities. From making the most of KiwiSaver to exploring sustainable investment opportunities, our goal is to ensure your money works as hard as you do.
Let’s create a roadmap for your financial success – one that balances growth, security, and peace of mind.
Explore Our Wealth Services
Investing
Make informed decisions and grow your wealth with strategies tailored to your goals. From diversified portfolios to hands-on advice, we provide the support you need to achieve your financial aspirations
Sustainable Investing
Invest with purpose. Discover opportunities that align your financial growth with your values, focusing on ethical and sustainable investments that make a difference.
KiwiSaver
Take full advantage of KiwiSaver and make it work for you. Whether you’re saving for your first home or retirement, our guidance ensures you’re in the right fund to suit your needs.
Digital Wills
Plan for the unexpected with a Digital Will. Protect your assets and ensure your wishes are clear with simple, secure will creation and management.
Investing
Make informed decisions and grow your wealth with strategies tailored to your goals. From diversified portfolios to hands-on advice, we provide the support you need to achieve your financial aspirations
Business Insurance
If you own your own business, you know how important it will be to keep your business running if anything happens to you or your most important staff. We provide Life and Health insurance to help protect your business.
Group Schemes and Employee Benefits
Your business is only as strong as the people behind it. That’s why we offer tailored business insurance solutions, including comprehensive group insurance schemes that provide your team with essential financial protection.
Digital Wills
Plan for the unexpected with a Digital Will. Protect your assets and ensure your wishes are clear with simple, secure will creation and management.
Our Wealth Product Providers
We refer to an Approved Product List (APL) for investment solutions for clients. Products that form part of our Wealth APL are subject to initial and ongoing due diligence both internally and via external research professionals.
The list is reviewed regularly and is available here
We want to make a difference
We’re members of the Responsible Investment Association of Australasia (RIAA), supporting the growth of responsible investing in New Zealand and Australia. We work with our providers to bring you a range of Sustainable Investment funds that have been thoroughly researched by expert third parties.
Take the next step toward building your wealth. Contact us today to create a financial strategy that works for you.