Planning for retirement is a critical phase in ensuring financial security and peace of mind during one's golden years. In Auckland, a selection of experienced financial advisors specializing in retirement strategies can guide individuals in making informed decisions about their future. These professionals bring a wealth of knowledge and expertise to the table, helping clients navigate the complexities of retirement savings, investments, and income planning.
As the demand for expert advice grows, finding the right retirement specialists becomes essential for those looking to maximize their financial potential. The top advisors in the Auckland area are known for their personalized approach and commitment to understanding each client's unique situation. By leveraging their skills, individuals can develop tailored plans that align with their goals, ensuring a comfortable and fulfilling retirement experience.
Discover 10 outstanding options for retirement planning advisors in Auckland
Here are 10 outstanding options for retirement planning advisors in Auckland based on value for money:
Address
Haven Financial Advisers 22 Dundonald Street, Eden Terrace, Auckland 1021, New Zealand
Business Hours
Monday: 08:30–17:00
Tuesday: 08:30–17:00
Wednesday: 08:30–17:00
Thursday: 08:30–17:00
Friday: 08:30–17:00
Saturday: Closed
Sunday: Closed
Rating
9.9 (+ 597 reviews)
Haven Financial Advisers consistently delivers exceptional service, ensuring clients receive tailored solutions for their financial needs. Their team is known for their expertise and commitment to understanding individual circumstances, which leads to effective strategies and peace of mind.
The advisors are approachable and prioritize clear communication, making the entire process seamless. Clients appreciate the flexibility in scheduling meetings, allowing for convenient consultations. Overall, Haven Financial Advisers stands out for its dedication to obtaining the best outcomes for its clients.
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Wheelchair-accessible toilet
Customer Reviews
Excellent advice provided on all the insurance policies I needed.
I found Daniel to be very flexible with the times for our online meetings, which as a shift worker is certainly welcome.
He understood in depth what it was that I required and how that could be achieved with minimal fuss with a clear understanding of the policy details.
He achieved a result for my health insurance that was certainly above and beyond what I had expected. Considering what I had been advised by others, I was very pleased indeed.
He replied quickly to my emails etc on all occasions, in a clear and concise manner.
Daniel certainly provided a very positive experience and I would not hesitate for a moment recommending Daniel to others as an advisor.
Regards,
Tane.
MrKiwi78 (☆ 5/5)
I had an amazing experience working with Andrew as my financial advisor. From the very beginning , he took the time to really understand my financial situation and long term goals. Instead of just offering a generic solution, Andrew tailored his advice to fit both my immediate needs and future plans, which I really appreciated.
What impressed me most was his clear communication and his genuine commitment to securing the best possible outcomes for me. He made the entire process feel very straightforward, and I always felt like he had my best interests at heart.
I’ve already recommended Andrew to several friends and family and wouldn’t hesitate to recommend him to anyone looking for a financial advisor who genuinely goes above and beyond to create real value. Thank you so much Andrew!
Hayley Day (☆ 5/5)
Daniel provided us with very comprehensive advice in relation to the insurance products we needed. He was flexible and practical but also very thorough. Would definitely recommend using Daniel to help with your insurance needs!
Jane Bunworth (☆ 5/5)
Matt was very friendly and approachable. He made himself available to us and was knowledgeable about how we could do better with our insurance and what cover was most important. He made it easy for us to make changes and supported us through the process. Highly recommend working with Matt and Haven!
Sarah Cleland (☆ 5/5)
Daniel was excellent throughout our entire consultation. Partner and I are both from the UK so the first time we have ever had to deal with health insurance. He put us right at ease and explained the process well and managed to get us both the exact coverage we need. Would highly recommend Haven and Daniel.
Kerry Mackie (☆ 5/5)
Daniel Nowel’s service is second to none. His transparency and honesty in explaining his products made is easy for me to understand. His advice was most valuable in assisting me to choose the correct product at the best price. Keep it up. Thank you for your awesome service and your support friendly manner.
Fazul Khan (☆ 5/5)
Excellent service. Made time that suited me to discuss options to consider. Initial enquire was to get options for life and trauma insurance, and I extended this to their insurance as well. Tasha was friendly and professional who listened and asked relevant questions to ensure what she offered was what I was looking for. Highly recommend. Follow up was also excellent to confirm I had cancelled my existing policy as the new one was in place.
Karen Nicholson (☆ 5/5)
Address
NZ Funds Level 16/21 Queen Street, Auckland Central, Auckland 1010, New Zealand
Business Hours
Monday: 08:30–17:30
Tuesday: 08:30–17:30
Wednesday: 08:30–17:30
Thursday: 08:30–17:30
Friday: 08:30–17:30
Saturday: Closed
Sunday: Closed
Rating
9.4 (+ 293 reviews)
NZ Funds offers exceptional service with a focus on client satisfaction. Their team is knowledgeable and responsive, providing tailored solutions that meet individual financial needs. The support ensures clients feel secure and well-informed about their investments.
With an emphasis on communication and transparency, NZ Funds builds trust with its clients. Their user-friendly app and comprehensive reporting make it easy to track investments, while their commitment to performance in fluctuating markets is truly commendable.
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Wheelchair-accessible car park
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Wheelchair-accessible entrance
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Wheelchair-accessible toilet
Customer Reviews
Working with David from NZ Funds has been a great experience. He’s consistently responsive, easy to deal with, and always willing to lend a hand when something needs sorting. His support has made it easier for me to focus on what matters most — looking after my clients. I really value the way he shows up and gets things done.
Jacob Wheeler (☆ 5/5)
I moved part of my superannuation across to NZ Funds some years back and I have been very happy with the results. As well as showing a good return despite the challenging economic times, their communications and customer service are second to none. I also have another investment through NZ Funds which has likewise performed well. I’m very happy with my decision to entrust NZ Funds with my portfolio management and can happily and highly recommend them to others looking for a stable, well managed and well performing investment company.
Dave Bennett (☆ 5/5)
We have been really happy with NZFunds. We have been helped by Reid Parker & his client service manager, Natalie Healy. Both have been great to chat with and prompt with communications.
Reid’s time has been really appreciated going through our personal situation and needs and formulating a plan for our future. The discovery process was good and thoroughly challenges your risk appetite.
The NZ Funds app has been easy to set up and navigate.
Highly recommend booking a chat with NZ funds if you are wanting to plan for your future.
Sarah O'Brien (☆ 5/5)
Very satisfied with the performance of NZ Funds over several years. I’m impressed with their ability to manage my investments especially during challenging times. They also have a good knowledge of my requirements and changes in lifestyle especially after my retirement from full-time work.
Kevin Lancaster (☆ 5/5)
I’ve been with NZ Funds for a number of years and always been really impressed with the service provided. The review process and the overall knowledge of the advisors has always been top notch. I recently had a review of my Kiwisaver with Ashleigh and she was really great. Explained everything very clearly and gave me confidence in having my hard earned dollars with a fund provider who knows what they are doing. The extra benefit of downside mitigation is a great aspect of NZ Funds service too.
Matt Fordham (☆ 5/5)
Had a fantastic call with Rinaldo who I found very knowledgeable on NZ Funds product offerings and great understanding about the macro market too. His advice and the projection tool used is invaluable. I would advise anyone looking for a projective view of what retirement could look like your family Is to get in touch with Rinaldo from NZ Funds ASAP. Thanks for your friendly and insightful meeting Rinaldo keep up the great work and passion for what you do in making Kiwi’s more knowledgeable around their future !
Ryan (☆ 5/5)
My husband and I both feel quite comfortable both whilst attending regular meetings in the NZ Funds office or having Fiona visit us at home. The reports are comprehensive and although I have trouble sometimes understanding all that is shown and explained I have a level of trust that my funds are being well managed. Until I no longer feel this level of confidence
will continue to place our trust in this company.
Gaye Lilley (☆ 5/5)
Address
Carrot Wealth Property Academy 23A Queens Road, Panmure, Auckland 1072, New Zealand
Business Hours
Monday: 09:00–18:00
Tuesday: 09:00–18:00
Wednesday: 09:00–18:00
Thursday: 09:00–18:00
Friday: 09:00–18:00
Saturday: 09:00–18:00
Sunday: 09:00–18:00
Rating
9.1 (+ 236 reviews)
I recently discovered Carrot Wealth Property Academy, and I must say, their approach to financial education is impressive. The team is dedicated to simplifying complex topics and ensuring every client leaves feeling informed and empowered about their financial decisions.
The personalized guidance offered is truly invaluable. Their experts take the time to address individual concerns, making the entire process feel seamless and comprehensive. I’m confident this academy is a great resource for anyone looking to enhance their understanding of wealth management.
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Wheelchair-accessible car park
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Wheelchair-accessible toilet
Customer Reviews
Shravavn Patel was very helpful and is a great financial adviser. He helped me set up my KiwiSaver quickly and made the whole process simple and easy to understand. He also handled all the other parts, which made everything stress-free for me.
Mattson P. (☆ 5/5)
Shravan Patel had spoken to me and he was a real straightforward guy, sat down and talked through it step by step showing key essential things to know about Booster. He highlighted the cons about my past KiwiSaver provider (ANZ being the worst KiwiSaver at this time). He also highlighted the benefits of being with booster which has amazing benefits. I totally recommend booster
Manual Santos (☆ 5/5)
One of the agents came and spoke at our house. Tony’s explaination was very simple and easy to understand. He really helped us to maximise our kiwisaver. He was really polite and respectful. Thank you guys for your excellent service!
Vincent Tan (☆ 5/5)
Had an amazing experience with Remi today! Not only did I learn the story behind his nickname (which was a fun surprise), but we also built a strong rapport. He was transparent throughout the entire process, patiently addressing all my questions and making everything feel calm and straightforward. I truly feel confident in his financial guidance!
Kimireni Piho (☆ 5/5)
A huge thank you to Wei Chua for making Kiwi Saver so easy to understand! The presentation was incredibly informative, and Wei’s ability to answer every question on the spot truly showcased his expertise. He was both friendly and professional throughout the entire meeting, making the process seamless. Not only did I sign up myself and my daughter, but I also gained a trusted financial advisor for life—plus, free accidental cover up to $100K, which I haven’t seen offered by any other provider! It only took a few minutes of my time, and now I’m on the fast track to achieving my future financial goals. I really appreciate it, Wei!
Moe Mitchell (☆ 5/5)
Sovannareach(Remy) had a chat with me and was super helpful and very informative. He answered all the questions I’ve had and gave me great advice for KiwiSaver. Would 100% recommend him and Property Academy themselves.
Rochelle Lorenz (☆ 5/5)
Had such a great interaction with wei today. He really helped my partner and I understand more about KiwiSaver scheme and get us into the right scheme to help our long term goals. We appreciate his help very much :))
mercedes Morunga (☆ 5/5)
Address
KiwiSaver Adviser – National Capital Princes Wharf, Auckland Central, Auckland 1010, New Zealand
Business Hours
Monday: 09:00–17:00
Tuesday: 09:00–17:00
Wednesday: 09:00–17:00
Thursday: 09:00–17:00
Friday: 09:00–17:00
Saturday: Closed
Sunday: Closed
Rating
9.0 (+ 181 reviews)
I had a fantastic experience with KiwiSaver Adviser – National Capital. Their team provided clear and concise guidance, ensuring that I understood my options without feeling overwhelmed. The support was both professional and approachable, making the entire process seamless.
What stood out the most was their commitment to client success. They went above and beyond to tailor their advice to my unique situation, demonstrating a genuine care for my financial well-being. I highly recommend their services to anyone seeking informed assistance with KiwiSaver plans.
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Wheelchair-accessible car park
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Wheelchair-accessible toilet
Customer Reviews
Tim was very helpful and patient. He listened to my questions and answered my queries.
Looking forward to a future with you all.
Titus Patch (☆ 5/5)
So far so good! Thoughtful clear communication regarding kiwisaver, for someone who is almost financially inept
cheyne mcsweeney (☆ 5/5)
I wanted to extend my sincere thanks for the exceptional service I received from National Capital, particularly from Tim Wells. Tim’s expertise and dedication made sorting out my KiwiSaver, and now assisting with my wife’s, a breeze.
The professionalism and efficiency demonstrated were impressive, and the commitment to transparency and client prosperity is truly commendable.
Thank you for making financial advice free, accessible, and understandable.
Humair Ahmed Siddiqui (☆ 5/5)
I would rate six stars if it was an option! This service is so valuable. I first received (free!) advice from the National Capital team about my KiwiSaver just as Covid hit. I was all set to use my KS for a first home purchase and almost overnight I lost tens of thousands. It turns out, I didn’t have the right advice or investment strategy in place (the problem with DIY). Since then, I’ve managed to bolster my funds, purchase a first home and get back on track for retirement savings – and I’ve switched funds/providers a couple of times. I’ll now always trust the experts when it comes to my investments. Thank you team!
Eleisha Balmer (☆ 5/5)
Very helpful and quick with information. Didn’t feel overwhelmed with info.
Angela Garrett (☆ 5/5)
Highly recommend to whoever who is looking for wise guidance about your KiwiSaver plan. I just moved to nz and was very confused with the whole concept of KiwiSaver but National Capital assigned me a great consultant “Tim” and he helped me with every step. Trust them, because they know what they are doing.
hasti piltan (☆ 5/5)
I needed to make a change from one KiwiSaver provider to another, so did some research and got in touch with National Capital. From the start the process has been professional, easy to understand and the staff at National Capital have been a pleasure to work with. They put me in touch with a new KiwiSaver provider and I couldn’t be happier
Jackie Aldred (☆ 5/5)
Address
Naked Finance 2/2 Boundary Road, Hobsonville, Auckland 0616, New Zealand
Business Hours
Monday: 07:00–21:00
Tuesday: 07:00–21:00
Wednesday: 07:00–21:00
Thursday: 07:00–21:00
Friday: 07:00–21:00
Saturday: 07:00–21:00
Sunday: 07:00–21:00
Rating
8.9 (+ 179 reviews)
Naked Finance offers an exceptional experience for anyone seeking financial guidance. The team is not only knowledgeable but also incredibly supportive, making clients feel valued and understood throughout the process. Their attention to detail and personalized approach are evident in every interaction, ensuring that all financial needs are met with clarity and confidence.
Clients consistently praise the professionalism and dedication of the advisors, who go above and beyond to find the best solutions. With their expertise in mortgages, insurance, and investment advice, Naked Finance is a trusted partner for achieving financial goals. Highly recommended for anyone looking to secure their financial future!
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Online appointments
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On-site services
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Wheelchair-accessible car park
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Wheelchair-accessible entrance
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Wheelchair-accessible seating
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Wheelchair-accessible toilet
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LGBTQ+ friendly
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Transgender safe space
Customer Reviews
Highly recommend the Naked Finance Team, they are friendly, helpful and very understanding! Liam and Mark helped me get my mortgage for my first home and provided great advice along the way. Sean & Elle were fantastic when it came to setting up insurance, and protecting what matters. Thanks team for a great experience!
Bree Wesselink (☆ 5/5)
Thank you to Sean & Jack at Naked Finance for helping us sort out our financial and insurance needs. The advice has been honest, well thought through and the Kiwisaver and health insurance products they recommended have been performing well and delivering our family great value. Next job is to transfer my UK pension!
Charlotte Ewart (☆ 5/5)
Naked finance is awesome – Sean has helped me with UK pension transfer, insurances and investment advice. He has been really easy to deal with and I appreciate the little touches such as putting sticky tabs on the paper pages which need signature, and the personalised gift box was amazing! Thanks so much guys, I’ll continue to recommend you to my friends
Jordan Lee (☆ 5/5)
I had a great experience with Naked Finance. Jake, my advisor, was clearly well-informed and offered guidance that felt genuinely tailored to my long-term interests. He kept in regular contact and always followed through on his commitments. I really appreciate his support and look forward to exploring more opportunities with him in the future.
ruchita patel (☆ 5/5)
Matt has been nothing short of incredible during the handling of our first mortgage and refixing. We happily referred him to our dear friends, who also had an amazing experience with Matt. I thought buying a house would’ve been way harder and near impossible, if it wasn’t for his determination, kindness and expertise. Together, we made it happen. And we are forever grateful for everything he put into us getting our first house.
Chelsea Claire (☆ 5/5)
We had an incredible experience working with Liam at Naked Finance while organising our mortgage. From the very beginning, Liam took the time to truly understand our situation, discuss various options, and help us strategise the best path forward. His dedication was remarkable—he spent countless hours answering our questions, explaining everything in detail, and ensuring we felt confident at every step of the process.
Thanks to Liam’s support and guidance, we were able to secure an arrangement that we didn’t even think was possible. His expertise, patience, and genuine care made all the difference, and we couldn’t be more grateful. If you’re looking for a mortgage adviser who will go above and beyond for you, we highly recommend Liam and the team at Naked Finance!
Denis Simonov (☆ 5/5)
After debating our next course of action for investment and future prosperity we contacted Jamie at Naked finance. Jamie and his team-initiated proceedings with a zoom meeting and from there we progressed to what best worked for us. His communication, promptness and setting goals that suited us was on point. We recommend Naked Finance for anyone needing advice on monetary matters. Thank you, Jamie, Carys and Elle,
Clive and Wai Ormsby (☆ 5/5)
Address
MoneyGuide 7 Milford Road, Milford, Auckland 0620, New Zealand
Business Hours
Monday: 09:00–17:00
Tuesday: 09:00–17:00
Wednesday: 09:00–17:00
Thursday: 09:00–17:00
Friday: 09:00–17:00
Saturday: Closed
Sunday: Closed
Rating
8.6 (+ 149 reviews)
I had an excellent experience with MoneyGuide. Their team is knowledgeable and provides tailored advice that truly considers individual circumstances. They took the time to understand my financial situation and offered options that aligned perfectly with my goals.
The level of professionalism and support is commendable. They made the entire process seamless and stress-free, ensuring I felt confident in my decisions. I highly recommend their services to anyone looking for reliable and effective financial guidance.
View Details
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Wheelchair-accessible car park
Customer Reviews
Rory was professional and answered all my questions patiently.
I am very happy to recommend him to anyone.
He managed to look into a number of ethical concerns I had with my previous providers’ funds.
Rory reasurred me that the one we discussed was the best option for me and the returns were better than the one I was in.
I am very grateful to his work ethic.
Frances.
Frances Knoef (☆ 5/5)
Rory was super helpful assisting with the best option for my kiwi saver fund to provide me with the best financial gains.
He also assisted with transferring my superannuation fund in Australia to New Zealand making the whole transition easy. I would have no hesitation in recommending Rory to anyone wanting assistance on the best kiwi saver fund to work the best for you.
Thanks again Rory for your professionalism and amazing customer service. Kerri White
Kerri White (☆ 5/5)
I am extremely grateful to have been reccomended their services by my friend. Ryan provided absolutely world class service. He asked all the relevant questions and came to understand my current situation and future plans in the context of my KiwiSaver. He made relevant reccomendations, explaining why it would work for me and answering any questions honestly and in a way I could easily understand. A few issues on my end caused some delays in the process but he was quick to follow up and get everything organised, all well being very relateable and enjoyable to talk to. Thanks again Ryan!
Josh Hallberg (☆ 5/5)
Well what can i say ! This young man Rory B. would have to be THE most helpful person I have ever had help me online. His research , advice , availability and guidance was spectacular. I am an older woman living on my own and the world today and how it works can be extremely daunting sometimes , with us older generation often being very sceptical but ive never felt more positive and comfortable than working with Rory. 5 stars and I hope his mother is very proud of him .
Debbie Topp (☆ 5/5)
Rory is great, absolutely amazing, very consistent, well spoken and very informative. If you cant get back to him he wont forget about you and will always make things work around you, it took less than 10 minutes to set up my kiwisaver. very efficient service 10/10
Ethan Wratt (☆ 5/5)
I had a great experience with Money Guide for my KiwiSaver advice. I was initially assisted by Eileen, who was very knowledgeable, professional, and easy to talk to. When she went on maternity leave, Rory seamlessly took over and continued to provide excellent support.
What impressed me most was how holistic and unbiased their advice was. Even though Money Guide is partnered with certain KiwiSaver providers, they were more than happy to compare other providers upon my request, which gave me real confidence in their integrity.
They were always prompt and responsive, and the best part is the advice was completely free! Quality service, expert guidance, and no cost — highly recommend.
Clayton (☆ 5/5)
I found Money Guide and Rory who I delt with to be informative, efficient enabling me to make quick informed decisions. He listened to my needs and suggested options that I’m more than confident will increase my future savings.
Highly recommended!
Nick Devereux (☆ 5/5)
Address
B:Hive, Smales Farm, Become Wealth 72 Taharoto Road, Takapuna, Auckland 0622, New Zealand
Business Hours
Monday: 08:30–17:00
Tuesday: 08:30–17:00
Wednesday: 08:30–17:00
Thursday: 08:30–17:00
Friday: 08:30–17:00
Saturday: Closed
Sunday: Closed
Rating
8.3 (+ 147 reviews)
Become Wealth offers an exceptional service for anyone seeking financial guidance. Their team is comprised of knowledgeable professionals who truly understand their clients’ needs. The personalized approach ensures that every financial goal is met with efficiency and care. Nik and his colleagues are committed to making the often daunting process of property investment straightforward and stress-free.
Clients consistently praise the support and communication provided throughout their journey. With a focus on building relationships, Become Wealth empowers individuals to make informed decisions about their financial futures. The positive experiences shared by many highlight the team’s dedication to achieving the best outcomes for their clients.
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Online appointments
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On-site services
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Wheelchair-accessible car park
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Wheelchair-accessible entrance
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Wheelchair-accessible seating
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Wheelchair-accessible toilet
Customer Reviews
Nik Velkovski at Become Wealth has been providing us with financial advice for many years now, including purchase of our first and subsequent homes, investment advice and most recently purchase of an investment property. We cannot speak highly enough of Nik and his team. Nik is professional and knowledgeable, while also being relatable. We have found the latter to be particularly important, with Nik having an impressive ability to listen and understand our needs and financial goals. We were always skeptical about purchasing an investment property. The process with Become Wealth made it near effortless, given their connections with Oakridge Homes and Harcourts property managers. We signed the build contract, and the new build was complete and rented in little over six months – a feat we didnt think was possible. We wouldn’t hesitate to recommend Nik and his team to others.
Amanda Hills (☆ 5/5)
As a result of our initial free consultation with Become Wealth to understand our options for achieving what we thought was an aspirational goal we managed, through the ongoing support of our Advisor, achieve our goal of purchasing an investment property in a very short period of time and we couldn’t be happier with the outcome. Nik alleviated, what is a stressful process, by dealing directly with the banks mortgage advisors and the process that Become Wealth took us through for finalising our mortgage applications was relatively straightforward. Thank you for all your help!
Trina Thompson (☆ 5/5)
Both Nik and Jesslen from Become Wealth were great brokers, their advice was clear, consistent and swift. Good communication was kept even during the long waiting periods. I’d highly recommend the team.
Jackson Harland (☆ 5/5)
We had a really positive experience working with Nik and the wider Become Wealth team as mortgage advisors for our first home purchase. Super responsive to questions, helped make things make sense, and always willing to meet up to talk. Would recommend!
Sophie (☆ 5/5)
Great, efficient service and support from Nik and Jess to help us find a good mortgage provider, especially Nik’s helping us sort the bank’s request for an EQC scope of works. Would definitely use their services again in the future.
Mihiata Pirini (☆ 5/5)
Nik and his team at Become Wealth helped me and my husband purchase our first home, and we couldn’t be happier.
Nik made the process of buying our first home very easy by explaining to us clearly how mortgages work, and by genuinely taking the time to listen and understand our financial needs.
Jesslen was also amazing to work with as she was very prompt in replying to all of our questions, and overall added to our positive experience with this company.
We will be recommending Nik and his team to anyone looking to purchase their first home, or wanting financial advice.
sarah mcintosh (☆ 5/5)
The Become Wealth team were so patient and responsive while working with me to secure my home loan. Communication was clear and fast and I never felt out of the loop with what arrangements they were making on my behalf. Working with Nik, I felt assured I was getting the best deal for my situation and he made the whole process worry-free.
Carlotta Dalton-Harvey (☆ 5/5)
Address
Finsol Financial Advisers North Shore 4B Bute Road, Browns Bay, Auckland 0630, New Zealand
Business Hours
Monday: 08:00–17:00
Tuesday: 08:00–17:00
Wednesday: 08:00–17:00
Thursday: 08:00–17:00
Friday: 08:00–17:00
Saturday: Closed
Sunday: Closed
Rating
8.1 (+ 119 reviews)
I had an exceptional experience with Finsol Financial Advisers North Shore. Their team is incredibly knowledgeable and dedicated, providing tailored advice that truly aligns with my financial goals. From the initial consultation, their professionalism and clear communication made the entire process seamless and reassuring.
What sets Finsol apart is their genuine commitment to client satisfaction. They took the time to address all my concerns and ensured I felt supported throughout my journey. I wholeheartedly recommend Finsol for anyone seeking reliable financial guidance and mortgage advice.
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Online appointments
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On-site services
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Wheelchair-accessible car park
Customer Reviews
Highly recommend Finsol Financial Services Ltd.
From the first consultation, their team demonstrated professionalism, transparency, and a genuine commitment to review and advise us on our Insurances and Financial goals. We were especially impressed with how quickly Paul, Jessey, and Amanda got the ball rolling—it really set the tone for what we feel will be a smooth and reassuring experience.
Their communications are clear, their advice tailored, and at no point did we feel pressured. Instead, we felt guided and supported, with expert input that will align with our needs around mortgage options and insurances.
Paul is a down-to-earth person, and it was great to catch up with Paul at their lovely new office in Browns Bay, Auckland.
If you’re looking for a team that combines deep expertise with a personal and proactive approach, FINSOL is a standout.
Lowell D'Souza (☆ 5/5)
5-Star Review for Paul Ejamme – Finsol
I am delighted to write this heartfelt recommendation for Paul Ejamme of Finsol, who has been instrumental in successfully guiding me through a complex mortgage refinancing process. As a professional running multiple entities, including a busy dental practice and associated commercial interests, I needed someone with not only financial expertise but also clarity, foresight, and patience.
Paul brought all of that and more to the table.
From the very first conversation, Paul demonstrated exceptional professionalism, deep financial knowledge, and a sincere interest in understanding my goals. The refinancing process was nuanced due to recent structural changes in my business operations and property ownership, but Paul navigated every twist and turn with remarkable composure and efficiency. He explained all the options with precision, laid out various scenarios, and worked collaboratively with my legal and accounting team to ensure a seamless outcome.
He was always accessible, prompt in communication, and willing to go the extra mile—whether it was reviewing contracts late in the evening, negotiating better terms, or helping align banking documentation under tight timelines. His advice was never rushed; instead, it was always backed by careful analysis and a commitment to getting the best possible deal tailored to my needs.
Most of all, what sets Paul apart is his genuine care for his clients. At no point did I feel like I was being treated as just another transaction. He made me feel heard, respected, and supported throughout the journey. The result: a smooth, well-structured refinancing package that positions me strongly for the next phase of my personal and professional growth.
To anyone looking for a mortgage broker who combines technical excellence with true client advocacy, I cannot recommend Paul Ejamme and the Finsol team highly enough. They are a cut above in this industry.
Thank you, Paul, for your integrity, diligence, and outstanding service. I look forward to working with you again.
Warm regards,
Dr. Sundar Jagadeesan
Principal Dentist – Dentiq Napier
Director – Healing Waters Dental Group Ltd
Anu Sundar (☆ 5/5)
Paul, Amanda and Nadeesha have done an amazing job in supporting us throughout buying our first home. The process took us a while but the team continued to work with us to provide us with the support that we needed. The team at Finsol have continued to go above and beyond for us not only with getting our first home but providing guidance with insurance and ensuring we are covered in the long run. Paul has been super helpful in answering all of the questions we had coming in as first home buyers and the process being very new to us. Unlike other mortgage advisory companies, the team are here to help you in the long run and this provided us with so much reassurance. We could not be more happier with the service we received and would highly recommend the team here at Finsol.
Harmony Ryder (☆ 5/5)
We’ve had Finsol help with our insurances for about ten years now and have found them to be extremely supportive, informative, and helpful.
Initially we were unsure which insurances or types of cover would suit our situation but they were able to bring clarity to it all in addition to supporting us with claims made.
Highly recommended.
Mork (☆ 5/5)
We contacted Finsol for general financial planning, potential property investment, and kiwisaver. We found everyone we dealt with extremely professional, enthusiastic, and very generous with their time despite us being small players comparatively. Gareth is very honest and straightforward, and we had various experts contacting us very promptly. Matthew for mortgage advice, and Matthew and Nicole for Kiwisaver were all very helpful. We would absolutely recommend Finsol.
Eva N (☆ 5/5)
I recently worked with Paul and his dedicated team of advisors during a difficult time in my life. I was stressed about my financial position and really appreciated the patience, communication and the knowledge of Paul and his team to guide me through the process. Thanks to their expertise I was able secure my mortgage and move forward with peace of mind. I highly recommend working with Finsol.
Sam Macklow (☆ 5/5)
Never looking back.
Paul and Samara are everything you would hope for in financial and insurance advisors! Paul sets a high standard of service with crystal clear communication from the very beginning. Our experience with Paul and Samara so far has been fantastic and we are soooooo pleased we found Finsol when we did.
Change is good. It can cause nervousness especially if you feel out of your depth (like I did) when searching for a new financial advisor/ service after 6 years with a different provider. Paul will take care of you and provide sound advice that suits your situation.
Thank you Paul for your advocacy, professionalism, expertise and commitment! Looking forward to a long relationship with you as our advisor.
Ata Hemopo (☆ 5/5)
Address
Nautilus Advisers 1 Orbit Drive, Rosedale, Auckland 0632, New Zealand
Business Hours
Monday: 09:00–17:00
Tuesday: 09:00–17:00
Wednesday: 09:00–17:00
Thursday: 09:00–17:00
Friday: 09:00–17:00
Saturday: Closed
Sunday: Closed
Rating
7.8 (+ 112 reviews)
Nautilus Advisers provides an exceptional level of financial guidance that truly empowers clients. The team is dedicated to offering personalized advice tailored to individual needs, making complex financial concepts easy to understand. Their commitment to client education ensures that you feel confident in your financial decisions.
With a focus on long-term growth and strategic planning, Nautilus Advisers has proven to be a valuable partner in achieving financial goals. Their reliable and thorough approach fosters trust, making it easy for clients to navigate their financial journeys with assurance and clarity.
View Details
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Identifies as women-owned
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Online appointments
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On-site services
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Wheelchair-accessible car park
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Wheelchair-accessible toilet
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Appointment required
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Appointments recommended
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Free of charge street parking
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On-site parking
Customer Reviews
Cam has been outstanding over these last few years with his financial advice. He has helped guide me to achieve incredible growth and results in a short span of time. I am grateful to have free sessions helping me achieve my goal of buying a first home
Miles Gill (☆ 5/5)
We are so grateful for the time and expert advice Cam was able to provide us in planning for our retirement and the best Kiwisaver scheme to suit our needs. We can highly recommend Cam to provide personalised and thorough advice.
Amy Hunt (☆ 5/5)
Had my first financial appointment with Nautilus Advisers and for someone who does not know much about how to deal with my own finances, they made if very concise and straight forward to follow. I am excited to see how my financial journey growth develops in the future, Thanks!
Beata Krajcer (☆ 5/5)
A few months ago, Cam helped me with general financial advisory and his depth of knowledge really solidified the decisions I made. I can confidently say that I have seen a positive impact on my financial goals. Cam’s information was up-to-date, clear, and well structured while addressing all of my concerns. I will be going back to him in the future for further advisory as I trust his information and advice. Thank you again Cam!
Mikaela Vivian (☆ 5/5)
We have been working with Cam from Nautilus for the past 4 years now. His service is impeccable and he always takes the time to make sure we understand everything. We have already recommended him to our family and friends as well!
Hetal Patel (☆ 5/5)
My experience with Nautilus has been fantastic! I’m really happy with the communication, and Cam did a great job explaining all the pros and cons of Kiwisaver to us. So far, I feel that working with them has been a really good decision.
Sim Cho (☆ 5/5)
We have been working with Cameron at Nautilus for some years now. He has given us exceptional guidance around our finances and saving for our retirement. He is open, honest and extreemly thorough. He has a light touch approach and simplifys the sometimes baffling world of investment. Would highly recommend.
Denise Gundry (☆ 5/5)
Address
Anderson Financial Services Level 2/57 Market Road, Epsom, Auckland 1051, New Zealand
Business Hours
Monday: 08:30–18:00
Tuesday: 08:30–18:00
Wednesday: 08:30–18:00
Thursday: 08:30–18:00
Friday: 08:30–18:00
Saturday: 08:30–13:00
Sunday: 08:30–13:00
Anderson Financial Services truly excels in providing personalized financial guidance. Their team takes the time to understand each client’s unique situation, ensuring that you receive tailored solutions that prioritize your best interests. The clear communication and deep knowledge of the industry instill a sense of confidence and trust.
Working with them is a hassle-free experience, as they simplify complex financial concepts and options. With their commitment to client care and attention to detail, it’s no surprise that many recommend Anderson Financial Services for anyone seeking reliable and effective financial advice.
Customer Reviews
Connor has been fantastic to work with. He made me feel comfortable straight away and I was impressed with the way he listened to my personal needs, and then explained different options – giving me the knowledge I needed to make an informed decision. Working with him has given me complete peace of mind and made the process stress free knowing that I can trust him to not only look out for my best interests but he is always going the extra mile. His client care, his work ethic, and his experience and knowledge is top tier, and you see this come through in the quality of his work, and his communication. Would highly recommend working with him.
Emma Rolston (☆ 5/5)
We recently worked with Connor for our insurance and we couldn’t be more impressed. He listened carefully to our needs, explained all the options clearly and found us the best deal that gave both peace of mind and great value. Connor was knowledgeable, approachable and genuinely had our best interests at heart. We highly recommend him to anyone looking for reliable and honest insurance advice!
subashni prakash (☆ 5/5)
It was a pleasure working with Connor. He explained the all the details, pros and cons patiently, in a very systematic way. Connor gave his best recommendations but at the same time was very flexible in tailoring the policy that would suit my needs. I would highly recommend his services. Thank you.
Shounak Das (☆ 5/5)
As a tradie, I’ve never had the best understanding of insurance, but Connor made the whole process simple and easy to wrap my head around. He explained everything clearly without all the jargon and didn’t try to push anything unnecessary. Felt like he genuinely had my back, and I was stoked with how easy it all was. Highly recommend if you want straight up advice without the pressure!
Sam Allen (☆ 5/5)
Connor was such a pleasure to work with, he built trust and had so much patience, I did not feel pressured at all, and his advice and support was outstanding. I enjoy working with him. He is very knowledgeable and knows his products.
Henry Merrick (☆ 5/5)
Connor Anderson made the insurance process so easy and stress-free. He was quick to respond, clear in his communication, and took the time to understand our needs to provide the best options. The whole experience felt tailored and smooth from start to finish. We’re really impressed and look forward to working with him again in the future. Highly recommend.
Arthur KAMNEV (☆ 5/5)
Connor provided an excellent service in assisting us with our insurance. His clear communication and understanding of our needs made the process so smooth. Highly recommend!
Melissa Rush (☆ 5/5)
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Catalog of services offered by retirement planning advisors in Auckland
Comprehensive Retirement Planning
Retirement planning advisors in Auckland provide comprehensive retirement planning services that help individuals understand their financial needs for retirement. This includes assessing current savings, projected expenses, and desired lifestyle to create a tailored retirement strategy.
Investment Management
Effective investment management is crucial for building a secure retirement fund. Advisors assist clients in selecting appropriate investment vehicles, including stocks, bonds, and mutual funds, ensuring a diversified portfolio that aligns with their risk tolerance and retirement goals.
Social Security Optimization
Understanding how to maximize Social Security benefits is key to any retirement plan. Advisors in Auckland guide clients through the intricacies of Social Security, helping them determine the best time to claim benefits to ensure maximum payouts.
Tax-Efficient Withdrawal Strategies
Retirees must consider how to withdraw funds from their retirement accounts in a tax-efficient manner. Retirement planning advisors help clients develop strategies that minimize tax liabilities while ensuring a sustainable income throughout retirement.
Estate Planning
Estate planning is an essential component of retirement planning. Advisors assist clients in creating wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes and that their heirs are protected.
Healthcare and Long-Term Care Planning
Planning for healthcare and long-term care expenses is critical as individuals age. Retirement planning advisors provide insights into Medicare, supplemental insurance, and long-term care insurance options, helping clients prepare for potential healthcare costs in retirement.
Retirement Lifestyle Planning
Retirement is not just about finances; it also involves planning for a fulfilling lifestyle. Advisors in Auckland help clients identify their personal goals, hobbies, and interests, ensuring that they have a roadmap for an active and enjoyable retirement.
Continuous Monitoring and Adjustments
Retirement plans should not be static. Advisors offer continuous monitoring and adjustments to ensure that the retirement strategy remains aligned with changing circumstances, market conditions, and evolving client needs throughout their retirement journey.
Education and Resources
Educating clients about retirement planning is a priority for advisors. They provide access to valuable resources and workshops that cover various topics, empowering clients to make informed financial decisions as they approach retirement.
Frequently asked questions about retirement planning advisors in Auckland
What is the role of a retirement planning advisor?
A retirement planning advisor is a professional who helps individuals prepare for their retirement by developing a personalized financial plan. Their role includes assessing your current financial situation, understanding your retirement goals, and providing recommendations on investment options, savings strategies, and tax implications to ensure you have sufficient funds for a comfortable retirement.
Why should I consider hiring a retirement planning advisor in Auckland?
Hiring a retirement planning advisor in Auckland can provide you with expert knowledge of the local financial landscape, including investment opportunities and regulatory requirements. They can help you navigate complex financial decisions, optimize your retirement savings, and create a plan that aligns with your lifestyle and long-term goals. This expertise can be invaluable in ensuring you are financially secure during retirement.
How do I choose the right retirement planning advisor?
Choosing the right retirement planning advisor involves researching their qualifications, experience, and reputation. Look for advisors who hold relevant certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Additionally, consider their fee structure, the services they offer, and whether they have experience working with clients in situations similar to yours. Scheduling initial consultations can help you gauge their suitability for your needs.
What should I expect during my first meeting with a retirement planning advisor?
During your first meeting, a retirement planning advisor will typically ask about your financial background, current assets, income, and future goals. They may also discuss your risk tolerance and any existing retirement accounts. This initial assessment helps the advisor gain a comprehensive understanding of your situation, allowing them to provide tailored advice. Be prepared to share your financial documents and discuss your retirement vision.
How much does a retirement planning advisor typically charge?
The fees charged by retirement planning advisors can vary widely based on their experience, services offered, and fee structure. Some advisors charge a flat fee for specific services, while others may work on a commission basis or charge a percentage of assets under management. It’s essential to clarify the costs upfront and understand what services are included in the fee structure to avoid any surprises later on.
What is the difference between a fiduciary and a non-fiduciary advisor?
A fiduciary advisor is legally obligated to act in your best interest, putting your needs ahead of their own. This means they must provide advice that is truly beneficial for you, even if it costs them a commission. In contrast, a non-fiduciary advisor may not have the same legal obligation and can recommend products that may earn them higher commissions, even if they are not the best option for you. Understanding this distinction is crucial when selecting an advisor.
Can a retirement planning advisor help with estate planning?
Yes, many retirement planning advisors can assist with estate planning. While their primary focus is on retirement savings and investment strategies, they often have knowledge of estate planning issues such as wills, trusts, and tax implications. They can help you integrate your estate planning needs with your retirement strategy, ensuring your assets are distributed according to your wishes while minimizing taxes and legal complications.
What retirement accounts should I consider?
There are several retirement accounts you might consider, including KiwiSaver, personal retirement accounts, and employer-sponsored plans. KiwiSaver is a popular choice in New Zealand, providing tax benefits and potential employer contributions. A retirement planning advisor can help you assess which accounts align best with your financial goals and how to maximize the benefits of each option.
How often should I review my retirement plan?
It’s advisable to review your retirement plan at least annually or whenever there are significant life changes, such as a new job, marriage, or the birth of a child. Regular reviews ensure that your plan continues to align with your goals and adapts to any changes in your financial situation or the economic environment. A retirement planning advisor can help facilitate these reviews and make necessary adjustments to your strategy.
What if I am already behind on my retirement savings?
If you feel you are behind on your retirement savings, it's important to consult with a retirement planning advisor as soon as possible. They can help you create a strategy to catch up, which may include increasing your savings rate, adjusting your investment strategy, or considering alternative retirement income sources. The sooner you take action, the more options you will have to improve your financial situation.
