Fitted Financial Ltd
About the Business
Welcome to Fitted Financial Ltd, a leading establishment in Auckland, New Zealand. Located on the beautiful North Shore, our dedicated team of Authorized Financial Advisers is here to provide tailored advice and assistance to help you achieve your financial goals.
At Fitted Financial, we understand that everyone's financial situation and goals are unique. That's why we offer bespoke financial planning services designed to get you where you want to be faster. Whether you're looking to purchase your first home, expand your property portfolio, or protect your income and assets, we have the expertise to guide you through the process.
Our team takes the time to truly understand your needs and priorities. We develop personalized strategies and plans to help you take control of your finances and reach your goals with confidence. With our comprehensive and easy-to-understand advice, you can make informed decisions and secure a brighter financial future.
When it comes to investing for the future, we know that choosing the right options can be overwhelming. That's why our experienced advisers are here to provide guidance and support. We offer a range of investment planning services to help you make the most of your financial resources and maximize your returns.
In addition to our investment planning services, we also specialize in reviewing and optimizing your insurance coverage. We can assess your current ACC cover and provide you with options that are specifically tailored to your needs. With our expertise, you may even be able to save money while ensuring you have the necessary protection in place.
Don't just take our word for it - hear from our satisfied clients. They have praised our personalized approach, transparency, and dedication to their best interests. Whether it's managing their KiwiSaver, assisting with their first home purchase, or helping them invest a significant sum of money, our clients trust us to deliver exceptional results.
If you have a financial goal in mind but are unsure how to reach it, let Fitted Financial be your trusted partner. Our financial planning services will give you the confidence and control you need to achieve your goals. Contact us today to schedule a consultation and start your journey towards financial success.
Location & Phone number
26 Pine Ridge Terrace, Hauraki, Auckland, New Zealand
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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! - Billie White and Karl Henare – Auckland"
"Ben helped me sort out my life and medical insurance and I couldn't be happier. Great service and very professional. Thanks Ben :)"
"Ben from Fitted Financial was professional, gave me great service and advice. Thanks."
"We met with Ben to organize our personal insurance. We had looked at life insurance and income protection insurance before, but we didn't really see the value and it seemed to be too complicated. When we met with Ben, he listened to what we wanted and made it easy to understand our options. Ben cut through the jargon and showed us what we needed and what we didn't, but ultimately he left it up to us to decide what we wanted with no pressure. The application was easy to understand and Ben went to bat for us to get better cover terms than we had been offered previously. We are really happy with the outcome and Ben definitely has a customer for life with us."
List of local businesses, places and services in Auckland
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos