About NZ 1st Financial Services

NZ 1st Financial Services is an advisory group that provides expertise in Executive Employee Benefits and Personal Financial Services.

Our primary motivation is safeguarding the future financial well being of our clients in both their home and business lives.

We have over 25 years of experience with a large client base, varied from family to business, New Zealand wide, providing an unbiased transparent service to ensure our clients entire family / business gets the best possible financial solutions.


Our Approach

Our approach is simple but effective. It includes:
 

  • Taking the time to identity your needs.

  • Finding the right solutions.

  • Presenting them in a clear and easily understood manner.

  • Keeping you up to date and informed.


Our goal is to provide a quality service that fulfils the needs of our clients by recommending and arranging only what you require.

We want to get to know you , to fully know your needs and requirements within business as well as your personal financial needs, goals and aspirations, so we can best help you reach your desired result.


Our promise to you

We promise to provide you with:
 

  • Unbiased solutions to your business and personal financial needs.

  • A first class and personal service.

  • A level of expertise ‘second to none’.

  • A workable plan to enable your goals, not ours.

  • A complete range of financial services.

  • Accountability for our advice.


“To help our clients achieve their financial goals so that they are financially secure and have the freedom to live their lifestyle of choice”


Services Provided

To provide you with the best and most comprehensive advice possible.  We specialise in Risk Management and Wealth Creation.  We provide you comprehensive advice on this area which includes:
 

  • Life Insurance

  • Health Insurance

  • Pension Transfers – UK and Australia

  • KiwiSaver

  • Financial Planning

  • Home Loans

  • Group Business

  • Lump Sum Investments

  • Business Insurance

  • Income Protection

  • Key Person Protection

  • Business Debt Protection

  • Shareholder Protection

  • Reduction of ACC levies


In order to ensure that all of your individual requirements can be assessed together by professionals who understand your needs, my business associates below can be called upon to ensure you receive a total and comprehensive Risk Management package.
 

  • Solicitors

  • Accountants

  • Stockbrokers

  • Fire & General Insurance Brokers

  • Fund Managers

  • Real Estate Agents


 

 

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