Your finances don’t exist in isolation, so we don’t treat them that way. A Finsol financial review looks at every area that shapes your wealth today and your financial future tomorrow. Sit down with an experienced financial adviser who will help you gain clarity, make informed decisions and create a practical plan for achieving your financial goals.
What does a Financial Review cover?
Financial Review 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.
Your initial consultation is provided at no cost.
In many cases, further advice is provided at no direct cost to you, as we are remunerated by product providers.
Where personalised financial advice or strategy is required and does not result in provider remuneration, a fee of $250 + GST per hour will apply. We will provide an estimate of the time required, typically expressed as a range, and confirm the total expected cost before any work begins.
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.