Resource Financial Planning

Resource Financial Planning is a renowned establishment located at Auckland's prestigious Queen Street. As a leading finance institution, we are a point of interest for individuals seeking expert financial guidance and planning.

What sets us apart is our contemporary approach and time-tested service standards. We pride ourselves on our unwavering focus on investment markets, which allows us to offer unparalleled advice and strategies to our valued clients. Our expertise spans a wide range of themes and styles, from Clean Energy to Gold, Fixed Income to Global Equities. We believe in embracing diversity and tailor our portfolios to suit the unique needs and goals of each individual client.

At Resource Financial Planning, education is at the core of our philosophy. We firmly believe that an informed client is a successful client. That is why we strive to educate our clients about our methodologies and investment strategies. By empowering our clients with knowledge, we foster a partnership based on mutual understanding and joint success. When our clients succeed, we succeed.

Our approach to wealth management is truly distinctive. We go beyond traditional asset classes and explore alternative investments that are not widely utilized by New Zealanders. By embracing these alternative asset classes, we aim to maximize returns and diversify portfolios, ensuring our clients have access to unique opportunities that can potentially enhance their financial growth.

When you choose Resource Financial Planning, you are choosing a trusted partner who will guide you through the complexities of the financial world. Our team of experts is dedicated to providing personalized solutions that align with your aspirations. Whether you are planning for retirement, saving for your child's education, or seeking to grow your wealth, we are here to help you navigate the ever-changing investment landscape with confidence and success.

Join us on this journey towards financial prosperity and let us help you unlock the full potential of your wealth. Contact Resource Financial Planning today and experience the difference of our contemporary approach and unwavering commitment to your financial success.