Solutions Financial.
Independent, honest & tailored advice to help you make better financial decisions.
Helping Kiwis for over 25 years
A holistic approach to financial advice.
We specialise in insurance and KiwiSaver, helping you protect what matters most and grow your savings for the future. But we don’t stop there - we look at all aspects of your financial life to make sure everything works together and makes sense.
Whether you’re a business owner, a family, or an individual, we help you create a plan that fits your life, protects your future, and puts you in the strongest financial position possible.
Our approach
Insurance and KiwiSaver might not be the most exciting things to think about - but they’re essential for protecting your future and reaching your goals.
We help you make sense of both, finding solutions that fit your life and your finances. We don’t recommend things for the sake of it, or try to up-sell you on things you don’t need.
Just straight up honest advice from people who genuinely care.
Proudly family-owned, we work with you for life, guiding every step so you can be in the strongest financial position possible.
What can we help you with?
Business Owner Insurance
We help protect the business you’ve worked so hard to build, by looking after the key people you rely on to make it run smoothly.
Employee Group Insurance
Provide access to faster treatment, quicker recovery time and less financial stress for your team. One of the most valued employee benefits you can offer your staff members.
ACC Restructuring
We all pay ACC levies, so we want to ensure maximum value at claim time. If you’re self-employed, there may be a more suitable ACC structure for you.
KiwiSaver
A simple, yet very effective investment tool for our first home deposit or retirement. Are you making the most out of yours? It’s simple to sort.
Who we partner with
Our process
Our services can be complimentary (as we are paid a commission by the Insurance provider for putting policies in place), or we charge a fee. The important thing to note, is you don’t pay more for your Insurances by going through a Financial Adviser, so it makes sense to seek expert advice.
Contact us
It starts with a general catch up so we can get to know each other, and see if we’re a good fit for each other.
Map out a plan
We help you map out a plan based on your needs and goals in life.
Apply & arrange
We apply for the agreed covers and arrange all the various bits and pieces.
Congratulations
We put your policy in place, and coordinate the other aspects of your financial life to make sure everything makes sense.
Claim time
We guide and support you through the claims process from start to finish to make it as smooth as possible.
“New Zealanders who get financial advice on average have KiwiSaver balances over 50% bigger than those who don’t; are more likely to have insurance cover; and have greater peace of mind and confidence in making financial decisions.”
- Money & You NZ.