Financial Solutionz, established in 1989, offers comprehensive financial services in New Zealand, including home loans, insurance, KiwiSaver, and wealth management. Their proprietary '4 Bucket Wealth Mastery' framework has facilitated over a billion dollars in client wealth, emphasizing personalized strategies and long-term client relationships.
Financial Solutionz provides a wide array of services tailored to meet diverse financial needs:
Home Loans
Assisting first-time buyers, next home purchasers, and property investors with tailored mortgage solutions.
Insurance
Offering income protection, life, trauma, and health insurance to safeguard clients' financial well-being.
KiwiSaver
Providing comprehensive advice to optimise retirement savings based on individual life stages and risk profiles.
Wealth Management
Specialising in financial planning, managed funds, legacy planning, and family office services to maximize wealth potential.
What sets Financial Solutionz apart is their proprietary '4 Bucket Wealth Mastery' framework, a simple and visual system designed to create financial freedom in uncertain times.
This approach has been instrumental in building over a billion dollars in wealth for their clients.
Financial Solutionz operates on a 'clients for life' philosophy, aiming to earn long-term business and trust from clients and their families. This commitment is reflected in their personalized service and dedication to helping clients achieve financial freedom faster.
By integrating comprehensive services with innovative strategies and a client-focused approach, Financial Solutionz stands out in the financial services industry, helping ambitious New Zealanders create financial freedom more efficiently.
