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Asian manager and his team planning a strategy

Talk to us about making your financial
dreams come true

Overall Rating

5.0

Read our reviews

Our Services

Finance Advice

What’s your financial dream? We create customised financial plans to help you achieve your goals and dreams.

Personal Insurance

We source the best insurance products to help you protect what’s most important to you – your family, health and income.

Kiwisaver

Your KiwiSaver can really help to grow wealth. We’re experienced KiwiSaver advisers who can help choose the best KiwiSaver plan for your situation.

Business and Commercial Insurance

Accidents and disasters happen so it’s important to protect everything you’ve worked so hard for. We can help protect your income, staff, assets and more.

Business Loans

If you need extra cash flow for your business, or some money to buy a new asset, we can help with a small business loan.

ACC Levies Review

Are you getting the most from the ACC levies you pay? Let us help you maximise your cover with a full review of your ACC.

LET'S
TALK
ABOUT
MONEY

Money isn’t always something people like to talk about. But if you’re serious about creating a financial future for yourself, your family or business, then talking is the first step.

 

Here at OnPoint Financial Advice, we’re here to help you:

 

1. Create money using the money you have,

2. Grow your wealth by investing smartly, and 
3. Protect the money you’ve worked so hard for.

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Together we’ll create a financial plan that works for you, then support you throughout your journey to reach your financial dreams.

 

Think of us as your long-term financial buddy – as life changes we’re here to support you.

 

So if you’re looking for a friendly, experienced registered financial adviser in Auckland who really listens and understands you, get in touch with us.

Why Clients Love Us

We Care

We genuinely love helping people achieve their financial dreams. We listen and support you with open ears and open hearts.

We put people first

We’re in the business of helping people so YOU will always come first, not profits. Your best interests are our best interests.

We’re qualified

We’re not just financial advisers – we’re qualified accountants too, so you can trust us to provide impartial, professional advice to help you succeed.

We’re tech savvy

We use only the latest processes and technologies – this means we’re more efficient, more accurate and more timely in everything we do.

We’ve got your back

We’re with you every step of the way. We work hard to ensure you’re well looked and will always be here to support you as life changes.

Our Partners

Overall Rating

5.0

Read our reviews

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