About Finsol
Since 2010, we’ve helped thousands of New Zealanders gain clarity over their finances and confidence in their future. Today, with offices across Hawke’s Bay, Auckland, Taupō and Christchurch, we’re one of New Zealand’s most trusted financial advice firms – recognised not just by industry awards, but by over 6000+ clients we serve every day.
Our story
Finsol was built to do something the financial services industry rarely does well: treat your finances as a single, connected whole.
Your mortgage, insurance, KiwiSaver, and investments don’t exist in isolation – they affect each other constantly. A change in interest rates stifles your cash flow. A gap in your insurance throws out your wealth strategy. A poorly structured home loan extends your mortgage term by years. A neglected KiwiSaver portfolio leaves six figures or more on the table at retirement. Most people never see these connections because nobody’s looking at the full picture. We are.
Every Finsol client gets a cohesive financial strategy – not a collection of products from different corners of the industry, but one collaborative plan where every decision is made with your goals and situation in mind. We correctly structure your lending, protect what you’ve built, and position your investments to grow – then we keep reviewing, adapting, and sharpening that strategy as life changes.
Anything we can’t do that sits outside of scope can be guided by our trusted network of lawyers, accountants, and business advisors.
The result is a financial setup that works harder, responds faster, and performs better over time.
We work with ambitious, hardworking Kiwis who want more than an adviser who checks in once a year. They want clarity. They want control. They want to know that someone who cares is watching their back and making the right calls – not just when it’s convenient, but consistently, for the long run.
That’s what we deliver. And with over 1,200 five-star reviews from New Zealanders who’ve experienced it firsthand, the results speak for themselves.
Our Values
FAQs
We take a holistic approach, looking at your complete financial picture rather than just one product. We aim to give clear, practical advice for your life and goals.
We work with Kiwis from all walks of life: first-time homebuyers, professionals, business owners, and anyone looking to grow or protect their wealth. Whether you’re just starting out or planning for retirement, we create strategies that suit your stage of life.
It means we look at your entire financial situation – your goals, income, debts, savings, KiwiSaver, insurance, property and investments – to create a plan that works for you, rather than just focusing on one product or service.
Our advisers approach things differently and look at your complete financial situation. Using a 360-degree approach, we can identify areas where your finances could be improved, helping you make informed decisions and strengthening your overall financial well-being.
Yes. All Finsol advisers are fully qualified and have expertise in one or more areas, such as financial planning, investments, KiwiSaver, insurance, or home loans. Each adviser focuses on their areas of specialty to provide the most knowledgeable and tailored guidance for clients.
For most of our services, there is no cost. We are paid by providers for placing insurance, implementing KiwiSaver, or securing loans – not by you. For investment advice, we charge a small one-off fee and small ongoing servicing fee.
No, we work with clients from all over New Zealand and can complete everything online. Our digital processes make it easy to sign documents, submit forms, and track your progress remotely.
We take your privacy seriously and follow strict data security and compliance standards. All personal and financial information is stored securely and handled with care.
The first meeting is all about you. We take the time to understand your goals, your situation, and what you’d like to achieve – what you’re confident with and what you’re not, where you’re strong and where there are gaps. It’s a relaxed conversation with no agenda other than genuinely understanding where you’re at.
Afterwards, we use AI transcription to produce a detailed summary of everything we discussed – so you can see clearly that we’ve heard you, understood you, and captured what matters most to you.
We take everything from our first conversation – your goals, your situation, and the full context of where you’re at – and get to work. We identify the areas where we can add value and, where relevant, put together specific written recommendations on how to improve and optimise your financial setup.
You’ll be educated and empowered every step of the way, so you can make informed decisions about what’s right for you. With your authority, we move forward – placing products or optimising what’s already in place.
From there, we stay in regular contact, reviewing your situation, communicating clearly, and making sure everything stays aligned as your life changes.