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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.
My financial planner has taken the time to get to know me, what my plans are, and the best way for me to achieve them. He is always there if I have questions and he explains things to me in a way that I can understand. If I hadn't taken the plunge to see a planner, I wouldn't be in the sound financial position I am now.
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.
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Your information will come directly to us. No middle man. Safe and secure.
Our team will contact you
Our Customer Success team will contact you within a few business hours.
Match with an adviser
Get matched with an adviser based on your needs or location – your choice.
Discovery meeting
Your adviser will contact you to organise a complimentary Discovery Meeting.
See our range of Wealth Management offerings.
Wealth management for business owners
Maximise your business' potential and build wealth for the future.
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 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.
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.
Explore our Wealth Management insights.
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.