Work with an Authorised Financial Adviser   l   NZ Directory of Financial Advisers   l   DFA.org.nz

Financial Planner

  • Authorised Financial Adviser
  •  Savings plan
  •  Retirement plan
  •  Education plan
  •  Future plan
Work with a Financial Planner

Mortgage Broker

  • A Mortgage Broker advise on
  •  Home loans
  •  Investment property loans
  •  Commercial loans
  •  Construction loans
Work with a Mortgage Broker

Insurance Adviser

  • Are you covered?
  •  Accidental death cover
  •  Medical cover
  •  Redundancy cover
  •  Key person cover
Work with an Insurance Adviser

Investment Adviser

  • Make your savings grow
  •  KiwiSaver
  •  Bonds and stocks
  •  Unit trusts
  •  Commodities
Work with an Investment Adviser