New Zealand Financial Planning - Wellington Central
New Zealand Financial Planning | Your Financial Wellbeing - Nzfp.co.nz
Financial wellbeing can mean different things to different people. We know that you're unique and our financial planning for you is too.
About New Zealand Financial Planning
At NZFP, our team believes that Kiwis should be able to live their best life, so we get to know you and what’s important to you so that your plan reflects what’s important for you to achieve.
Your NZFP adviser will tailor your financial plan to suit your unique lifestyle requirements and desired outcomes. We become your expert guide, partnering with you along the way, celebrating your successes and milestones.
Find an NZFP adviser near you to begin your journey to financial wellbeing.
Contact New Zealand Financial Planning
| Address : | New Zealand Financial Planning Level 7, Wellington Central, Wellington 6011, New Zealand |
| Phone : | 📞 +9977 |
| Postal code : | 6011 |
| Website : | http://www.nzfp.co.nz/ |
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Mamari Stephens on Google
★ ★ ★ ★ ★ Callum was very helpful in advice and ideas when setting up investment accounts for my mum's grandkids after her passing. His advice was practical, not pushy, and helped at a time of considerable stress. He is very responsive and professional.
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Gavin Beattie on Google
★ ★ ★ ★ ★ Callum has been my adviser for a number of years now and I have always valued his sound and practical financial advice as my personal circumstances have changed. This started from when we had three children to support and a mortgage to manage, and now continues following my recent move from full-time employment to independent contracting.
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muzz Coop on Google
★ ★ ★ ★ ★ Callum and I sat down he went through all of my questions we came to an arrangement that was mutually beneficial especially for me took all the hassles out of it I'm very happy with the result I would not hesitate in recommending Callum as a service provider
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David Lightfoot on Google
★ ★ ★ ★ ★ Callum Forbes has helped us put the finishing touches to our financial plan. In particular, as we are relatively new to investing, Callum listened to what we wanted from an investment portfolio, and was able to tailor the financial plan he produced for us in a way that met those requirements, whilst drawing on his expertise in the market. Callum is easy to deal with, helpful, and knowledgeable.
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Raymond Gabites on Google
★ ★ ★ ★ ★ Callum did a great job with our Insurance’s. I was particularly impressed with how he worked with our budget and gave us the right level of insurance for our needs. He helped us with other policies even when he received no fees for this which just shows his integrity. Nothing was too much and I know he will be there to help us if we ever need to claim.
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Gloria Kowalczyk on Google
★ ★ ★ ★ ★ Our meeting with Callum Forbes was extremely helpful and informative. Callum gave us professional advise on working through our financial plans going forward into the future. He gave us realistic options and answered any concerns that we had in a down to earth manner. We will be keeping in touch with Callum and will be using his knowledge and expertise in handling our future finances. We highly recommend him.
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Feija van Bokhoven on Google
★ ★ ★ ★ ★ We used Callum for an insurance review. We were impressed by his service, the easy to understand way he presented his findings and the thoroughness of his advice. Callum recommended we stay with our own insurer and make tweaks to the different policies that better suited our current circumstances. We paid a very reasonable fee for his service.
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Laura Hogg on Google
★ ★ ★ ★ ★ I approached Maree Gordon for some advice some years ago and have circled back a few times since. Maree is focused on helping women achieve financial sustainability, so she's warm, easy to speak to and has a practical grip on the reality of financial demands in day-to-day living. Her advice is sound, supportive and pragmatic, and she really puts the needs and personality of you and your financial goals front and centre, meaning you feel like you're getting an entirely personalised service in all of your dealings with her. An absolute pleasure to deal with - I highly recommend!
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