Investment Advisors

Best match results for investment advisors in New Zealand + 30km.

    When the financial wellbeing and future of both you and your loved ones is at stake, you can’t rely on just anybody. You deserve to partner with someone exceptional. The Oxford Dictionary defines the word exceptional as: ADJECTIVE 1. Unusual; not typical. 1.1 Unusually good; outstanding. We're surely the best option to partner with you and assist you on your financial journey, as we’re exceptional among the New Zealand financial services industry. Here’s why: * You first. Your needs ... Read more are paramount, and it’s only by repeatedly placing the needs of people like you first that we’re trusted as the official financial advice provider to members of government organisations including the New Zealand Defence Force, and to non-government organisations such as the clergy of one of New Zealand’s largest churches. Our advisers are trained and obliged to put your interests first. * Options. Setting us apart from nearly every significant financial advice and wealth management firm, ...

    Five smart ways to use your credit card

    Used in a smart way, credit cards can be a great source of rewards and additional benefits. Admittedly, this statement flies in the face of conventional wisdom, as most of us have been raised to think that all debt is bad, and to avoid it at all costs. We’ve all seen “financial gurus” chopping up credit cards with scissors, and this is certainly a wise step in many cases – especially for those who’ve racked up thousands in debt and are struggling to get out of it. However, cutting up credi...

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    Global Finance Limited is one of the leading mortgage and insurance agency in Auckland, New Zealand. We are highly respected, trusted and awarded agency. We have been helping kiwi families to reach their dream for 19+ years. Scale & Size We have arranged over $5 billion of mortgages and over $3 billion in personal risk insurance cover since our inception. Every year we cater to over 1,500 customers for their mortgage or insurance needs so that they can meet their financial goals. Our Services: ... Read more 1. Mortgages for First Home Buyer 2. Mortgage Restructuring 3. Mortgage Refinancing 4. Business & Commercial Loans 5. Construction Loans 6. Property Investment 7. Debt Consolidation 8. Trauma Insurance 9. Total & Permanent Disability Insurance 10. Mortgage Protection Insurance 11. Medical Insurance 12. Life Insurance 13. Income Protection Insurance 14. GFS Simple Life Insurance

    Overall rating: 5 out of 5  

    Best mortgage broker agency in Auckland

    09-08-2018 by Ben William

    I was shopping around other broker agencies while applying for my first home. At the end, Global Financial Services helped me a lot for getting quick loan approval. According to my experience, i can say, they are one of the best mortgage broker agency in Auckland

    Bay Financial Partners help you Accumulate, Manage and Protect your Wealth. We provide a full range of financial planning services. Advise on investments, life and health insurance. We can assist you to buy and sell shares and assist you with other investments. We believe that everyone's investment needs are different and try to ensure that people who want to pay for our advise fully understand what they are invested in. But we also understand that some people actually know what they are ... Read more doing, and don't need any advise. We are happy to help with facilitating transactions on a brokerage basis. We offer access to a sophisticated online investment reporting system by leveraging our Sharesight Pro Partner and Xero Partner affiliations. Our Senior Investment Adviser, Jonathan York is an Authorised Financial Adviser (FSP42942). Originally from the UK, Jonathan moved to New Zealand in 2000. He has over 30 years experience working in the financial markets. He started in the City ...

    Aspiring Wealth Management is a company based in Wanaka, New Zealand specialising in the provision of wealth management and investment advisory services to individuals and their families. We provide advice on equity and debt securites listed on the New Zealand, Australian and international stock exchanges. We tailor each portfolio to provide the right mix of growth and income to ensure our clients financial goals are met. The quality of information is crucial to the quality of advice provided. ... Read more We have access to company and industry reports, economic forecasts and portfolio strategies from leading wealth manager JBWere as well as access to other broker's research. Furthermore we have access to real time financial and market information to ensure immediate response to market conditions if need be.

    The LendingTree is a Growth Focused Finance Broker - our main areas of lending include asset finance, trucks, excavators, scaffold, vehicles, cars and more recently we are seeing increasing volumes of Residential Property Mortgage Lending. Our Team and systems are here to make your life easy - need finance ? We can make it easy. Call us now 0800 TLT 123 Are you an owner driver or contractor needing a new truck or excavator - call our team now - 0800 TLT 123

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