Acquire Financial Services - Torbay

4.9/5 β˜… based on 8 reviews

About Acquire Financial Services

About Rich - YOUR FINANCIAL ADVISER

I have been a Financial Adviser for the last eight and half years helping clients achieve their financial goals. I take a client-centric approach to the advice that I provide and have a real passion for being able to take my clients on a financial journey with recommendations that really make a difference. I am all about building long term relationships and being there to help you with everything financial - I am always a phone call or email away.

Having worked for a financial planning business and managing a client base of 400+, the time was right to make the move and help more New Zealanders. I want to make a difference to my clients with a range of relevant financial advice on insurance, investments and mortgages. I will take the time to understand your needs and goals to tailor a solution for each one’s unique circumstances and I am happy to meet any time and place whether that is at the local, at your place of work or after work hours.

Originally from the United Kingdom I moved to New Zealand 10 years ago with my wife and we have two daughters who certainly make life colourful. When I am not helping my clients I like to kayak, run half marathons and follow my passion of football.

I know the importance of good financial advice and I look forward to working with you on your financial journey - whatever that may be.

Contact Acquire Financial Services

Address :

Acquire Financial Services 5 Manuwai Road, Torbay, Auckland 0630, New Zealand

Phone : πŸ“ž +7
Postal code : 0630
Website : https://www.acquirefinancial.co.nz/
Categories :

Acquire Financial Services 5 Manuwai Road, Torbay, Auckland 0630, New Zealand
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Sean Deeney on Google

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Richard is courteous, professional and knowledgeable in all things money. I consulted them for Insurance and investment advice. His advice was clear, concise and appropriate to my situation. The way he explains himself and his recommendations make it very easy to understand. I will happily continue to consult with Richard and the Acquire Financial team.
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Eden Wynne on Google

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Richard is amazing! He was very patient with us throughout the process of buying our first home, and didn't make us feel like we were completely in the dark. Highly recommend!
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Abi Swan on Google

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Richard is such a professional, friendly and genuine guy who really puts his clients first. He has been honest every time we have needed advice and always makes sure we understand our options. He works hard to get the best for options for you! Highly recommend his services!
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Rama Narayan on Google

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What struck us right at the outset about Richard is that he was not out to make a deal for himself, he was invested in helping us achieve our dreams. He helped us shift our focus to what was possible and empowered us with enough knowledge to make good decisions. He is very transparent in all his communications and is available to guide us any time we need his advice. His guidance has helped us look into all aspects of our life to cover risk and secure the future - leaving us free to do what we do best, knowing we are building a strong foundation for the future. We highly recommend Richard & Acquire Financial Services as a trusted Financial Advisor. G & R.
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Isabella L'Estrange-corbet on Google

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Rich has been absolutely amazing. I got in contact via Bark and he quickly responded. The whole process has been as stress free as possible while buying your first home. I can happily say that with Richards help I was able to purchase my first home within a couple of months. Very professional, so responsive and always there to answer questions. So thankful to have had his help. Cannot reccomend enough.
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margaret foaese on Google

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So professional and a wealth of knowledge always offering great advice. They invest in their customers. I love that I can trust my finances with them. I have used the service for years and they have never put me wrong. I feel safe when making financial decisions with them and can call when ever I'm in doubt about an investment. All thanks to Acquire Financial Services for the good financial position I'm in today, as they educated me for years. Love their work and commitment to their customers.
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Robbie on Google

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Richard was very responsive and came across very professional initially. That all changed when I mentioned his name in passing to another well-respected and experienced financial adviser who belongs to the same industry group as Richard. Ever since then I've had to question Richard's ethics and conduct ........
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Nicola Yates on Google

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I contacted Richard to get more info on getting a mortgage a few days before viewing a house. He was very helpful and knowledgable. Over the weekend when I viewed the property he made himself available and was very responsive. At a time that can be very stressful, Richard really helped make the whole situation incredibly stress free. I have absolutely no hesitation recommending Richard!

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