Below is a list of the top and leading Financial Services in Hamilton. To help you find the best Financial Services located near you in Hamilton we put together our own list based on this rating points list.
Hamilton’s Best Financial Services:
The top rated Financial Services in Hamilton are:
- Kerry Kirk Financial Services – expert financial advice and services
- Carey Financial Services – financial plans customized to fit the client’s needs
- Wright Financial – a family-owned and managed financial company
- Lifetime – helps clients be aligned with their short-term and long-term goals
- AdviceFirst Limited – income and wealth management professionals
Kerry Kirk Financial Services
Kerry Kirk Financial Services in Hamilton, New Zealand offers financial planning services along with workplace savings, Kiwisaver, and insurance. It is owned and managed by Kerry Kirk, a financial expert with extensive industry background. Kerry obtained his graduate diploma in business studies focused on personal financial planning from Massey University. The authorized financial adviser has been involved in the insurance field since 1971 and has specialized in general insurance, investments, risk, and KiwiSaver. He can customize a financial plan that would suit the client’s needs and goals.
Products/Services:
Insurance, KiwiSaver, Workplace Savings, Life Insurance, Financial Planning
LOCATION:
Address: 7 Bettina Road, Fairfield, Hamilton 3214
Phone: (478) 344-300
Website: www.kkfs.co.nz
REVIEWS:
“5-stars! Definitely will recommend.” –Bev McMaster
Carey Financial Services
Carey Financial Services’ owner shares the reason behind his passion for the insurance industry. His first wife had a serious illness that requires adequate insurance and having suffered this first hand, he wants Kiwis to be free of the financial and emotional constraints he faced. To get to know the best financial service or insurance that would work for the client, it is recommended that they visit the Hamilton company first for an obligation-free quote and assessment. The NZ-based financial planning agency can help with life, medical, trauma, income protection, fire, general, and disability insurance.
Products/Services:
Business Cover, Life Cover, Kiwisaver, Medical, Trauma, Total & Permanent Disability, Income Protection, Fire & General
LOCATION:
Address: 9 Apollo Place, Rototuna North, Hamilton 3210
Phone: (478) 557-352
Website: www.careyfs.nz
REVIEWS:
“Great financial advice and recommendation.” –Rayleigh S.
Wright Financial
Wright Financial has expert financial advisers who are members of the Professional Advisers Association (PAA) and follows the Insurance Savings Ombudsman (ISO) standards for their dispute resolution system. The local company serving the Hamilton community of New Zealand was founded in 2001. It is a family-owned and managed financial agency that provides personal and business insurance, personal and commercial mortgages, short term investment opportunities, retirement investment schemes and long-term investment plans. Their website carefully explains the reasons why an individual should get their insurance. The site explains income protection insurance, mortgage, home loan, and retirement investments.
Products/Services:
Insurance, Investments, Mortgages
LOCATION:
Address: 361 Ulster Street, Beerescourt, Hamilton 3200
Phone: (478) 340-661
Website: www.wrightfinancial.co.nz
REVIEWS:
“Great experience working with Kathy to find the best insurance solutions. She is professional, personable, responsive, and practical in her suggestions. Thanks for your work, 🙂 5 stars!!” –Alice Rackham
Lifetime
Lifetime encourages Kiwis to obtain financial freedom through a well-thought financial plan. The financial services company operating in Hamilton, New Zealand offers a sit-down consultation session wherein clients can discuss their goals and plans. In turn, the Lifetime financial advisor team would create an action plan based on the client’s wishes and preferences. It can be either a home loan for their first home, an income protection plan to shield their finances in case of unexpected setbacks, a business insurance scheme, or a life insurance plan tailored to the needs of the entire family.
Products/Services:
Personal: Home Loans, Personal Loans, Insurance, Investment, Planning, Business Insurance, Business Finance, Group & Employee Benefits
LOCATION:
Address: 96 Ulster Street, Whitiora, Hamilton 3200
Phone: (478) 346-189
Website: www.lifetime.co.nz
REVIEWS:
“I would like to recommend Chane as she is incredibly knowledgeable and passionate about making a difference in her client’s life. She is professional and has helped many of my friends arrange their lifetime financial plan.” –Kerry Dell
AdviceFirst Limited
AdviceFirst Limited is composed of wealth management specialists that operate in the Hamilton area of the Waikato region. Their range of services includes personal insurance, wealth and income management, and business financial consulting. The local financial services company assists both private individuals and businesses based within New Zealand. Whatever the life goals of the client are, the AdviceFirst Limited team can craft a custom financial plan that would help achieve this. From a child’s educational plan and buying your first home to the holiday and retirement investments, the resident financial advisors have the necessary skills and experience.
Products/Services:
Investment & Wealth Management, Personal Insurance, Business Advisory Services
LOCATION:
Address: 554 Victoria Street, Hamilton Central, Hamilton 3204
Phone: (480) 043-8238
Website: www.advicefirst.co.nz
REVIEWS:
“Incredible financial expertise. They are professional and accommodating.” –Janelle Ranch