deVere New Zealand - Takapuna
About deVere New Zealand
We help people make informed decisions
Our transparent impartial advice helps you better understand your financial situation, the implications of different choices and how to develop a plan to achieve your personal goals.
OUR GUIDELINES - WE HELP PEOPLE
We're open and honest in our approach and we're committed to helping people make the right decisions for their future. We listen to understand and learn about financial needs, goals and aspirations and then advise people on how they can live the life they want to lead. Our advisers are Financial Advisers and are regulated by the Financial Markets Authority (FMA) and are committed to delivering the highest quality of financial guidance and advice.
WE ARE PASSIONATE ABOUT WHAT WE DO
Whether its helping someone over the phone, face-to-face or online, we always put the customer first, and we bring passion to everything we do. This passion is focused on helping you find your "safe place", making your money work for you and your loved ones.
We love our job because every day we go home knowing we have made a difference.
WE MAKE ADVICE ACCESSIBLE TO ALL
We believe financial advice should be available to everyone. That's why our service is tailored to your needs, aspirations, and lifestyle.
WE BELIEVE IN SIMPLE COMMUNICATION
The financial industry is known for being over-complicated and we don’t think it has to be. While the topics we talk about are always serious and often quite complex, our focus is providing information in a way that's easy to understand, enabling you to make informed choices.
Contact deVere New Zealand
| Address : | Suite 2, deVere New Zealand Level 5/507 Lake Road, Takapuna, North Shore 0622, New Zealand |
| Phone : | 📞 +9898 |
| Postal code : | 0622 |
| Website : | https://www.devere-newzealand.nz/ |
| Categories : |
|
V
|
Vix Ano on Google
★ ★ ★ ★ ★ As a returnee from many years in the UK I was not sure how to arrange for my pensions to be returned. Jamie took me through every step of the process. I was delighted with the outcome and would recommend deVere to anyone.
|
|
M
|
Matty G on Google
★ ★ ★ ★ ★ Set up a managed fund with De Vere which performed well. I dealt mainly with Andrew Chu who was excellent in communication and transparency.
|
|
D
|
Dave Jury on Google
★ ★ ★ ★ ★ I was looking at investment options, and in the end, I went with Chris Dickinson at deVere. He did everything that he said he would, and provided excellent advice and backup support. I strongly recommend giving him a call.
|
|
E
|
Elliot on Google
★ ★ ★ ★ ★ Excellent
They guided me through the process, and really listened to what was important to me. This was a really positive experience, so much so that I confidently transferred my KiwiSaver with their help. I would highly recommend.
|
|
K
|
Karen Davies Fencing on Google
★ ★ ★ ★ ★ Sean took me step by step through the process of transferring my pension, the pros and the cons, so I could weigh up my decision with no pressure to do so. The communication throughout the whole process was fantastic and I would thoroughly recommend his services.
|
|
G
|
Grant Elliott on Google
★ ★ ★ ★ ★ Arosh, Chris and the team at deVere were super helpful. They managed all the 'heavy lifting' of the process and explained it in simple terms that I, not being especially proficient on the financial side of things, could easily understand. Made me feel like there were no dumb questions (even though I'm sure I asked some!).
|
|
P
|
Paul Cassidy on Google
★ ★ ★ ★ ★ deVere were very helpful in assisting me in bringing my old work pension over from the UK to NZ. The pension was from my old job back in the 90s, and I had lost track of the information. Despite that, deVere was able to track it down and locate the correct pension company, assist in the transfer, and advise me on the best way to invest in NZ. The money is now happily sitting in an investment in NZ. Overall, very happy with their assistance. Thank you.
|
|
N
|
Natalie Barrett on Google
★ ★ ★ ★ ★ Chris Dickinson was fantastic in helping me transfer an old pension out of the UK. He was great at following up leads and generally helping me understand my rights,obligations and options. It was all transferred and set up really easily and now I can track it in the deVere App. Without deVere I'm sure I would've given up on this money and now it's growing towards my retirement. Couldn't recommend enough!
|
Write some of your reviews for the company deVere New Zealand
Your reviews will be very helpful to other customers in finding and evaluating information
Nearby places in the field of Financial consultant,
Nearby places deVere New Zealand
