Asset Allocation

By Appointment

Commercial

Consulting

Financial Planning

Free Confidential Consultation

Inheritance Plans

Insurance Consultants

Investment Management

Investment Planning

Online Services

Residential

Retirement Planning

Tax Advice

Tax Planning

We provide personalised financial advice to New Zealanders looking to grow wealth and those looking to acquire it. Our main offices are based in Christchurch, Invercargill, and Auckland.

We specialise in:
- Portfolio Management (based on Warren Buffett's Value Investing method)
- Comprehensive Financial Planning
- Independent Risk Management Insurance Advice
- Mindset Alignment

With over 30 years of experience our proven wealth generation strategies, research and tools are delivered through high quality coaching and consulting.

The result for our clients is more money, greater choice, with progressively less time and effort.

GBPensions is run by British expats and based on Aucklands North Shore. Our financial advisers specialise in the complex subject of UK pension transfers. We can help track down your Defined Benefits (DB) or Defined Contributions (DC) pension scheme information, so that you can make an informed decision about what to do next. You may choose to leave your British pension where it is, move to a SIPP (Self-Invested Personal Pension) or transfer to an NZ QROPS (Qualifying Recognised Overseas Pension Scheme.)

We offer advice without commitment. There is no charge to investigate and retrieve your pension information from overseas, and youre under no obligation to proceed with us once we have.

GBPensions - qualified, specialist advice for your UK pension transfer options

GBPensions Limited, trading as GBPensions, is a financial advice provider (FAP), Financial Service Providers Register number FSP692551. Disclosure Statements for GBPensions' financial advisers are available without charge or obligation.

C Squared Consulting Ltd are local providers in the Retirement Planning category. Established in the 2012, we have 6 years of experience in the Wellington Region. Give us a call today!

Discover tailored financial solutions crafted for families, sole traders, contractors, and professionals across New Zealand. We prioritise your familys well-being, offering comprehensive services encompassing life insurance, trauma cover, disability insurance, and more. At Hencoz, we safeguard your financial future with expertise, dedication, and a commitment to your peace of mind. Life is unpredictable, and finances should be the last thing you need to worry about when facing a health challenge or injury. At Hencoz, we aim to give you peace of mind with the unique and practical insurance solutions we craft to meet your needs. We have over 20 years of experience in the Insurance Industry. Let us help you and your Whanau with our future-focused approach. We are independent Financial Advisers providing the best solutions from multiple providers to meet your needs. Our insurance services include initial consultations and regular reviews to ensure your coverage is always relevant to your current needs.

Welcome to Julia Berner at Broker Intel where financial aspirations meet expert guidance. my comprehensive services encompass strategic financial planning, tailored mortgage solutions, and reliable insurance advice. Backed by years of industry expertise, I specialize in a full holistic approach whilst navigating the complexities of financial landscapes to secure your future. Whether you're seeking to invest, buy a home, or safeguard your retirement, I am your dedicated partner. I craft personalized financial blueprints to actualize your dreams while ensuring protection through our wide-ranging insurance coverage options. Let us pave the way towards financial stability and growth together. Contact me today and experience the assurance of a secure financial future!"

Follow us

Retirement Planning in Wellington Central

WISEplanning Ltd

GBPensions Ltd

C Squared Consulting Ltd

HENCOZ FINANCIAL SERVICES LIMITED

Broker Intel