Tailored Financial Advice
We provide tailored advice for your situation to enable you to reach your financial goals.
Financial Planning
Bespoke Financial Planning to get you there faster.
Investments
Are you getting the most from your investments?
Personal Insurance
Who’s paying the bills if you can’t?
Mortgages
We can help you achieve your property ownership goals.
What we Do
We put you at the centre of all of our advice.
Based on Auckland’s North Shore, our advisers are all Authorised Financial Advisers which means that we are qualified to provide Investment planning advice to reach your financial goals.
We offer comprehensive, easy to understand advice to protect your income and assets.
We take the time to find out what’s important to you and develop strategies and plans to help you take control and reach your financial goals faster.
Our Services
We can taylor advice for a range of situations.
Financial Planning
Do you have a goal in mind but are unsure how to get there? A financial plan will give you the confidence and control to reach your goals.
Investment Returns
With so many options when it comes to investing for your future, deciding where to invest can have a huge impact on your financial future.
Mortgages
Whether you are looking at purchasing your first home, an existing home owner looking to move or take on an investment property, we can help you achieve your home ownership goals.
Are you paying ACC too much?
We can review your current cover with ACC and provide you with cover options that are specific to your needs. You could even end up saving money.
“Fitted Financial has been managing our KiwiSaver and Insurances for years, so when we were ready to purchase our first home, we approached Ben to help us with that too.
Ben made the process simple and easy to understand and we couldn’t be happier with the result.”
“We have used other advisers in the past but found them to be more interested in selling us something rather than helping us.
Working with Fitted Financial was different, Ben gave us all of our
options and explained the benefits and risks to us so that we could make our own informed decisions without any pressure. We are customers for life!”
“We have used Fitted Financial previously for our personal insurances and we could not be happier so when we recently came into a large amount of money and were unsure where to invest it we gave
Ben a call.
Ben met with us and gave us investment options and we have since invested with one of the managed funds recommended by Ben.
The whole process was straight forward and the options that Ben presented were explained in a way that was easy to understand.”
Contact Us
Please reach us on one of the contact methods below. We’ed love to discuss your financial future with you.