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Vision Financial Management Ltd

Contact: 09-419 5…

Servicing: North Shore, Birkenhead, Herne Bay, Northcote, Ponsonby, Epsom, Auckland CBD, Remuera Auckland

www.visionfm.co.nz Fax: 09-419 5…

About Us

When you require unbiased and comprehensive financial advice call the team at Vision Financial Management. We work with clients to identify individual needs, recommend solutions, then review regularly to make changes where necessary.

We cater for both business and personal financial solutions, and specialise in advice on investment and insurance. We also advise on residential, investment and commercial mortgage products.

Our financial advisors also offer financial coaching, including advice on retirement savings, fixed interest securities, company superannuation schemes and much, much more.

A disclosure document is available on request, free of charge. Visit our website to learn more about the services we provide, then call to invest in your future today!

Mailing Address

PO Box 36335

Auckland 0748

Opening Hours

Sunday Closed

Monday: 09:00am - 05:00pm

Tuesday: 09:00am - 05:00pm

Wednesday: 09:00am - 05:00pm

Thursday: 09:00am - 05:00pm

Friday: 09:00am - 05:00pm

Saturday Closed

Listed In Categories

Financial Services

Parking

Free Off-Street

Products and Services

Services: Advice, Disability Insurance, Estate Planning, Funds Management, Health Insurance, Investment Planning, Investments, KiwiSaver, Life Insurance, Mortgages, Retirement Planning, Superannuation, Tax Planning, Unit Trusts
Service Options: Insurance Consultants, Online Information, Visit Us Online
Markets Served: Commercial, Residential
Trades: Financial Advisors
Concerns: Retirement

Associations

Institute of Financial Advisers (IFA)

Notes