Vetted partner practice
Financial Solutionz
Running since 1989, with home loans, insurance, KiwiSaver and wealth management under one roof.
Financial Solutionz has been advising New Zealanders since 1989, which is long enough to have taken clients through several property cycles and more than one market shock. Lending, insurance, KiwiSaver and wealth management all sit in the same practice.
What they do
The advice Financial Solutionz covers
Home loans
First-home buyers, next-home purchasers and property investors.
Insurance
Income protection, life, trauma and health cover.
KiwiSaver
Fund and contribution advice matched to your life stage and risk profile.
Wealth management
Financial planning, managed funds, legacy planning and family office services.
Why clients pick them
What sets this practice apart
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A framework, not a one-off
The practice works to its own "4 Bucket Wealth Mastery" approach, which it says has helped build more than a billion dollars of client wealth.
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Clients for life
The practice is built around keeping households, and often their families, over decades rather than transactions.
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Since 1989
More than thirty years of advising through changing rates, rules and markets.
How the intro works
Free, and yours to walk away from
- 1
Tell us what you need
Two minutes: what you want sorted, your region, and a line about your situation.
- 2
Financial Solutionz gets in touch
A free intro chat, no obligation and no fee for the introduction.
- 3
You decide from there
If it isn't a fit, tell them or tell us, and that's the end of it.
Financial Solutionz is a licensed New Zealand practice. SortMe makes the introduction and never charges you for it. The regulated financial advice comes from the practice, not from SortMe, and nobody sees your SortMe data unless you choose to share it.
The network
