Take our 60 second quiz to learn how to build your wealth, protect your family, and get matched with a qualified financial adviser at no cost to you.
They Work For You Not The Provider
They have many investment, lending, and insurance providers to pick from. They can help you find the right deal and support you when things go wrong.
Dynamic Financial Plan
As life changes, your plan should too. A financial adviser helps adjust it to fit your goals, so you're always prepared
They Set Things Up Right
Advisers set up your application correctly. For example with insurance, they get your health approved at the start. That way, the insurer agrees the terms upfront. So you have no surprises when you go to claim.
Ongoing Support
Advisers will keep an eye on your products. If you need to change anything they will let you know.
Yes, every adviser must be qualified. They must be part of a dispute resolution scheme (to handle complaints) and be on the Financial Service Providers Register. All advisers are legally bound to professional conduct standards.
We provide a fast and easy way to find the right financial adviser for your situation. The advisers are independent from us so if at any point you are unhappy. Let us know and we can find a you new adviser.
Our service costs you nothing and it only takes a few minutes to get started. Financial advisers receive a commission when you buy a product they recommend. They will disclose the commission to you and justify their advice in a financial plan. There is no obligation to work with the adviser or to follow their advice.
I was a financial adviser for 4 years and interviewed 100 others on my podcast, NZ Business Owners. This strategy is based on what I learned from them and my own experience.
2014: Lead a commission-only sales team at Rayven Marketing and personally raised ~$2 million in revenue for our clients.
2018: Launched the NZ Business Owners podcast, which Spotify ranked as one of the top 5% of podcasts globally.
2019: Worked as an Investment Adviser with OnePlan For Retirement, advising on $10 million of client’s funds.
Today: Founded Find Advice, a platform that connects kiwis with qualified financial advisors.
Disclaimer: We do not provide advice we just introduce you to qualified financial advisers who do.