About us

With over 10 years’ experience in the areas of International Business, Finance, Insurance and Accounting, Auckland Financial Solutions brings a wealth of knowledge and experience to provide practical solutions to help you to build assets and then protect them.

Our practical experience has been gained in large corporations, including General Electric, Insurance Australia General and Graham Brown & Co Ltd, Chartered Accountants.

Our Vision:

To service clients looking for financial solutions with 200% interest in you and your future

Our Philosophy:

Auckland Financial Solutions will ensure that our clients are always looked after. We believe that only when our clients are winning, are we winning.

Our Associations:

We are enrolled with the FSCL (Financial Services Complaints Ltd) dispute resolutions scheme and maintain full Professional Indemnity to be able to protect our clients and meet the regulatory requirements of Financial Markets Authority.

Our Approach:

Rather than sell you a product, Auckland Financial Solutions is dedicated to designing a tailored solution to fits your needs and grows with you and your business.

Our Process:

Initial Meeting – we personally meet with our clients and take the time to gain a thorough understanding of your current situation – both personal and business – and identify those key factors that need to be protected.

Planning – each client receives a written plan that contains our recommendations, the competitive options and policies, and the costs involved.

Review – each year we meet with each of our clients to review and adjust your products to ensure that they continue to meet your needs.

Claims – if a claim is required, we’re there for you every step of the way – answering your questions, helping you to navigate the process, and supporting you.

Read more about our Mortgages service, Personal Loans, Personal Insurance, Business Insurance or KiwiSaver services or contact us to find out more.