Below is a list of the top and leading Financial Services in Wellington. To help you find the best Financial Services located near you in Wellington we put together our own list based on this rating points list.
Wellington’s Best Financial Services:
The top rated Financial Services in Wellington are:
- Dux Financial Services – helps client meet their short-term and long-term goals
- Foxplan Wellington – offers comprehensive financial services
- Lifetime – promises financial growth and security
- Stratus Financial Services – a trusted financial partner of Kiwis
- Freedom Financial Services – income protection and growth specialist
Dux Financial Services
Dux Financial Services assists both private individuals and corporate outfits in their financial planning and goal setting. Aside from that, the financial company is also a known expert in insurance advice, mortgage finance, financial planning, and Kiwisaver. They operate in the capital city of New Zealand with a team of financial specialists on board. The team helps clients achieve their short-term and long-term goals through meticulous financial planning and investment and financial return advice. Their insurance advisors help assess risks and recommend the appropriate insurance type whether it is travel, home, life, or content insurance.
Products/Services:
Insurance Advice, KiwiSaver, Financial Planning, Mortgage Finance
LOCATION:
Address: Level 2/85 Ghuznee Street, Te Aro, Wellington 6011
Phone: (480) 000-0987
Website: www.duxfinancial.co.nz
REVIEWS:
“DUX Financial Services was recommended to us by a friend, and we are so pleased we chose to work with the team to buy our first home. With the current market, it was going to be tight to get us into a property, but every member of the DUX team went above and beyond to help us make it happen. Alan and the team also make it very easy to manage our insurance, KiwiSaver and financial planning, as well as our mortgage, all as a one-stop-shop. We highly recommend working with DUX!” –Alicia Main
Foxplan Wellington
Foxplan Wellington was established by John and Sally Killick in 1996. It was known as Financial Service Brokers or FSB at that time. The company’s founding was inspired by the duo’s passion for providing comprehensive financial planning services to Kiwis. They operate on a mission to help people manage their habits, health, wealth, and relationships. By careful management of these areas, any individual can achieve financial freedom. Foxplan has already helped over 7500 clients throughout their years in the business. The New Zealand-based financial service business employs specialist advisors that are ready to help with the client’s plans and aspirations.
Products/Services:
Investments, Accounting, Mortgages, Financial Wellbeing, Personal Insurance, KiwiSaver, Savings, Retirement, Employee Benefits, Business Planning
LOCATION:
Address: Level 3/101-103 Courtenay Place, Te Aro, Wellington 6011
Phone: (480) 066-7873
Website: www.foxplan.nz
REVIEWS:
“I’ve been interacting with Stephan for about 18 years and have always appreciated his friendly approachable manner. His insights and knowledge of the financial climate have been invaluable and I have no hesitation in recommending his services.” –Nigel Ross
Lifetime
Lifetime is a Wellington-based business specializing in financial services. It provides a full range of financial services that can help clients obtain their goals whether it is short-term or long-term. With their team of business, financial, and insurance professionals, Kiwis are guaranteed to achieve a secured financial future. Since its founding in 1999, the local business has helped clients obtain their dream house and experience financial growth through a series of excellent investment opportunities. Aside from this, they also have an amazing financial review service that helps clients stay on track with their goals.
Products/Services:
Personal Advice: Personal Advice, Get Started With Kiwisaver, Buy A Property, Protect Your Finances, Grow Your Wealth, Plan For The Future, Business Advice: Protect Your Business, Grow With Business, Attract & Retain Staff
LOCATION:
Address: 164 The Terrace, Wellington Central, Wellington 6011
Phone: (444) 737-818
Website: www.lifetime.co.nz
REVIEWS:
“I met with Brenden van Schooten last year and he gave some great advice around ACC and Trauma insurance which I’ve taken. My ACC bill came down $500 this year and now I have really good cover in case I fall over. Brenden is a good man, who really cares about the service he gives.” –Carl Beentjes
Stratus Financial Services
Stratus Financial Services assists in financial growth, financial planning, investment strategies, and insurance selections. They are a passionate team of financial experts that have incredible industry experience and unrivalled expertise in their chosen career. The company is situated in Wellington, New Zealand and stays aligned with its mission to provide long-term financial freedom and security. Various financial services are offered by the Stratus team and they are also flexible to the needs and preferences of the client. From retirement plans and investment advice to financial planning and lending services, the team is happy to utilize their more than 178 years of combined experience in the financial industry.
Products/Services:
Retirement, Investment, Insurance, Lending, Planning
LOCATION:
Address: 114 The Terrace, Wellington Central, Wellington 6011
Phone: (444) 996-500
Website: www.stratusnz.nz
REVIEWS:
“5 stars! I recommend Stratus Financial Services Ltd.” –Tracey Campbell
Freedom Financial Services
Freedom Financial Services offers home loans, Kiwisaver, and asset protection. The local financial service business is owned and managed by Nick Coyle, a financial consultant currently based in New Zealand. Nick promotes financial security and financial freedom of the community by using his extensive financial education and expertise. He provides financial coaching, planning, and management services. By using a time-proven financial planning and management approach, the client’s debts would be gradually reduced and profits and savings would exponentially increase. Visit them in the capital city of New Zealand and check their mortgage rates, income protection and Kiwisaver fund.
Products/Services:
Homeloans, Asset Protection, KiwiSaver
LOCATION:
Address: 56 Victoria Street, Wellington Central, Wellington 6011
Website: www.freedomfinancial.co.nz
REVIEWS:
“Highly-efficient team of staff. Definitely recommended.” –Brenda Yates
