New Zealand Financial Planning Company Ltd

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About New Zealand Financial Planning Company Ltd

The Wellington Office of New Zealand Financial Planning was officially established in 1992 and continues to provide effective financial advisory services to their new and existing clients in the greater Wellington region.

The NZFP game plan is at the heart of what they do. Essentially, it looks at the four aspects of financial planning that impact on your ability to achieve your future lifestyle (your lifestyle itself, current income, investments and then future income). By taking a carefully planned approach they are able to provide you with a pathway towards the lifestyle you desire.

They are Authorised Financial Advisors and Certified Financial Planners. Consult them for effective advice in the areas of:

  • Investment
  • Retirement Planning
  • Legacy Creation
  • Wealth Protection
  • Risk Management
  • All other areas within the Financial Planning spectrum

New Zealand Financial Planning aim to provide you with peace of mind knowing that your financial affairs are on track and under control.

What makes us different?

We have many years of experience providing a wide range of financial planning and advisory services in the Wellington region. Our Advisers are highly skilled and will work with you to get your financial portfolio to a state that is acceptable to you.

Contact us for more information.

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Level 7, 11 Chews Lane Wellington 6011

Associations

  • Institute of Financial Advisers (IFA)

Opening hours

Monday
  • 09:00 - 17:00
Tuesday
  • 09:00 - 17:00
Wednesday
  • 09:00 - 17:00
Thursday
  • 09:00 - 17:00
Friday
  • 09:00 - 17:00

Products and services

Assurances
  • Independently Owned & Operated
Services
  • Financial Planning
  • Investment Management
  • Investment Planning
  • Investments
  • KiwiSaver
  • Master Trusts
  • Pension Plans
  • Portfolio Management
  • Portfolio Monitoring
  • Retirement Planning
  • Risk Management
  • Savings Accounts
  • Superannuation
  • Trusts
  • Unit Trusts
Trades
  • Financial Advisors

Mailing address

PO BOX 2294 WELLINGTON WELLINGTON 6140

In business since

1992

Categories

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New Zealand Financial Planning Company Ltd

In business since
1992

Address

Physical
Level 7, 11 Chews Lane Wellington 6011
Mailing

PO BOX 2294 WELLINGTON WELLINGTON 6140

Contact numbers

Primary
04-499 2177
Fax
04-499 1158
Free call
0508 555 445
Phone
04-499 2177