Wealth Management

A financial plan for the life you want

Your money should work as hard as you do. Our experienced advisers work closely with you to create a financial plan and investment strategy that makes it easy to manage, protect, and most importantly, grow your wealth.

If you’re ready to invest in your financial future, submit our contact form.

One of our advisers will be in touch.

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What our clients say about us

Where big-picture strategy meets actionable advice.

You've got things you want to accomplish in life. Our expert advisers help you develop the financial plan and investment strategy to make them happen.

Our advisers take time to understand everything that's important to you - your goals, dreams, needs, and values. With this comprehensive view in mind, we work closely with you to create a plan that makes it easy to manage, protect, and grow your wealth so that you can reach your goals and get the most out of the life you want.

Where big-picture strategy meets actionable advice
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Submit your form

Your information will come directly to us. No middle man. Safe and secure.

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Our team will contact you

Our Customer Success team will contact you within a few business hours.

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Match with an adviser

Get matched with an adviser based on your needs or location – your choice.

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Discovery meeting

Your adviser will contact you to organise a complimentary Discovery Meeting.

our services

See our range of Wealth Management offerings.

Wealth management for business owners

Wealth management for business owners

Maximise your business' potential and build wealth for the future.

Wealth management for families

Wealth management for families

Protect your legacy and build a secure financial future for your family.

Investment Advice

Develop an investment strategy to help meet your goals now and into the future.

Personal Insurance

We can help you protect yourself and your family from life’s unexpected events.

Retirement Planning and Pension Advice

Let us help you navigate the complex retirement financial landscape so that you have financial security in retirement.

Structures for Tax Efficiency and Asset Protection

Tax is woven into most areas of financial planning. We can help you navigate tax legislation and asset protection strategies.

Estate and legacy planning

Estate Planning

Put a plan in place to help ensure your property finds its way to your loved ones according to your wishes.

Financial Modelling

Financial modelling and scenario analysis to help you make more informed financial choices.

Adviser talks to his client

Financial Planning Advice

Build a tailored financial plan to maximise the impact of your earnings and protect your wealth long term.

Need expert advice for your financial goals?

Our business and financial advisers are here to help.

Need expert advice for your financial goals?

As a licensed Financial Advice Provider (FAP), Findex Advice Services NZ Ltd has an obligation to disclose information relating to the types of advice we provide, the financial advice products that can be advised on, and whether there we have any material limitations. Please click this link to view our Public Disclosure.