Our story
Finsol began with a simple idea: financial advice should be better. We were tired of coming across the old transactional model of products instead of people.
Our clients often came to us with their financial puzzle pieces scattered – insurance here, lending there, KiwiSaver somewhere else – even though they all affect each other.
We knew there had to be a smarter approach. So we built a service that brings it all together, offering clear advice, consistent communication, and long-term support. It’s never just about the product; it’s about where you’re heading and how we can help you get there.
We work with hardworking, down-to-earth New Zealanders who deserve expert guidance. We’re here to provide it.
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’ll take the time to understand your goals, where you’re at now, and what you’d like to achieve. It’s a relaxed conversation where we ask the right questions, listen carefully, and gather the key details we need to give you tailored advice. You’ll walk away with more clarity and a plan that makes sense for your next step.
If you decide to move forward, we’ll use smart online tools to gather your key documents and prepare a strong mortgage application tailored to the right lender. We handle the paperwork, submit on your behalf, and guide you through pre-approval and beyond. You’ll get clear communication and expert support every step of the way — all focused on helping you achieve the best possible property outcome.