Most Kiwis need a proper financial plan, but traditional financial planning has always been viewed as expensive and often reserved for the ultra-wealthy. We’re changing that.
Our free Financial Review service is a complete look at your entire financial picture. We’ll dive into your KiwiSaver, investments, budgeting, emergency funds, property and mortgage structure, and even digital assets, if that’s your thing. We’ll also assess how well your lifestyle and income are protected.
It’s an honest, expert review of everything that impacts your wealth today and your financial future tomorrow. Our goal is to give you clear direction, identify opportunities, and show you how to make your money work harder, all without the hefty price tag that usually comes with a financial plan.
Financial Review advice process.
Our Financial Review advisers.
Meet the team behind our Financial Review service, bringing clarity and expert insight to help you make smart, long-term decisions.
FAQs
Anyone who wants to get ahead financially and plan for a secure future can benefit from a financial review. If you’re unsure whether your current strategy is on track and want peace of mind about your financial decisions, a review with a Finsol adviser can help you identify opportunities, manage risks, and make a clear plan for your goals.
It’s a full 360° financial review covering all key areas of wealth building and protection: life and health insurance, property, home loans, investments, KiwiSaver, pensions, superannuation, and even digital assets.
Unlike a traditional financial planner, our financial review service and advice are offered at no cost and with no obligation. Most of the time, the provider pays us – so you get expert guidance and personalised strategies without paying a fee. We do charge a small upfront and ongoing fee for investment advice.
All of our advisers are fully qualified and trained to review your complete financial situation. By taking a holistic approach, we can identify areas where your finances could be improved, helping you make informed decisions and strengthen your overall financial wellbeing.
Not at all. Financial advice is for anyone who wants to feel more confident and in control of their money. Whether you’re just starting out, growing a family, building a business, or planning for retirement, we can help you make smarter decisions at every stage of life.
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.
We get to work. First, we analyse your goals, current investments, and wealth structures. Then we start optimising every part of your financial plan to align with your future aspirations. Our job is to help you build wealth your way, at your pace, and in a way that feels right to you. No two plans are the same. This one is built for you.
Calculators
Smart tools, smarter choices. Get a quick snapshot of your money, goals, and options across lending, investments and budgeting.