Vetted partner practice
Naked Finance
Transparent, jargon-free advice across mortgages, insurance, KiwiSaver and UK pension transfers.
Naked Finance is an Auckland practice that takes the jargon out of the conversation. The name is the promise: plain explanations, fees you can see, and advice you could repeat back to your partner over dinner.
What they do
The advice Naked Finance covers
Mortgages
Home loans, refinancing and first-home purchases, including how the loan is structured rather than just what the rate is.
Insurance
Life, health and income protection cover, sized to what your household would actually need if an income stopped.
KiwiSaver
Fund choice and contribution settings, with your retirement date rather than this year in view.
UK pensions
Transferring or managing a UK pension after a move to New Zealand, which is its own specialised piece of work.
Investments
Building wealth beyond the mortgage and KiwiSaver, matched to the risk you can live with.
Why clients pick them
What sets this practice apart
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Plain language
No jargon and no hidden fees. If you cannot explain the recommendation afterwards, it has not been explained properly.
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Advice built around you
Every household arrives with a different mix of income, debt and timing, and the recommendation follows that rather than a template.
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They teach as they go
Complex ideas get broken down, so you are making the decision rather than nodding along to one.
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
Naked Finance 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.
Naked Finance 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
