Investment Strategy & Portfolio Advice
We believe anyone can be an investor — no matter their age, stage, or starting balance. The key is having a plan that actually fits your life. At Finsol, we help you understand your options, the risks and opportunities that come with them, and how to build a strategy that aligns with your goals.
Our role is to cut through the noise and bring structure to your investment approach. We work with you to design a portfolio that fits your short, medium, and long-term needs — often using a bucket approach to balance accessibility with growth potential. We’ll also help you select the right provider and funds, so you’re invested with purpose and clarity.
It’s not about timing the market or chasing quick wins. It’s about building confidence, consistency, and a plan that supports the life you want.
Transferring Your Australian Super
If you’ve worked in Australia and have superannuation sitting idle, we can help you bring it home. Under the Trans-Tasman portability rules, we’ll manage the process of transferring your Australian super to New Zealand and make sure those funds are invested in a portfolio tailored to your goals.
We take care of the paperwork, guide you through every step, and ensure your money is working as hard as you are. Best of all, we do it with no upfront costs for clients — making it simple and accessible to consolidate your retirement savings and start investing with intention.
Transferring Your UK Pension
If you have a UK pension, we can help you transfer it to New Zealand under QROPS rules. This process can be complex, but we make it straightforward. We handle the technical details, guide you through the compliance and tax considerations, and ensure your pension is invested with a clear strategy designed around your future.
It’s not just about moving your money. It’s about aligning it with your goals, creating growth opportunities, and making sure your retirement savings are structured to support the life you want to build in New Zealand.
Investments advice process.
Our Investment advisers.
Meet the team. They’re qualified, experienced, and personally invested. They bring real-world insight to every conversation because they know what it’s like to be in your shoes.
FAQs
You don’t need a large sum to start. We work with clients at all stages, from those just starting out to those looking to grow an established portfolio. Even small, regular contributions can build wealth over time.
We charge a one-off advice fee of $500 + GST (reduced for existing clients), and an ongoing servicing fee between 0.20%–0.35% p.a. + GST, which is deducted from your portfolio. In the interests of preserving your balance, our fees are lower than other firms.
Working with a Finsol Investment Adviser gives you personalised guidance tailored to your goals, risk tolerance, and life stage. We look at your complete financial picture, help you choose the right products, and manage the digital process – including e-signing and account setup – so it’s simple and secure.
Doing it yourself may save on fees, but it can be time-consuming, complex, and riskier without professional insight. Our advisers aim to make investing easier, more effective, and aligned with your long-term goals.
We can help with managed funds, tailored investment strategies, Australian superannuation transfers, UK pensions (QROPS), and KiwiSaver. We focus on options that suit your goals and comfort level with risk.
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.
It’s important to review your investments regularly, at least annually, or when your life circumstances change (like a new job, marriage, or home purchase). Regular reviews ensure your investments continue to align with your goals.
All investments carry some level of risk. Our advisers help you understand and manage these risks while building a diversified portfolio designed to grow over time.
Liquidity depends on the investment type. We’ll guide you on how to structure your investments so you have access to funds when you need them, while still keeping your long-term goals on track.
Calculators
Smart tools, smarter choices. Get a quick snapshot of your money, goals, and options across lending, investments and budgeting.