New Zealand Financial Planning
About the Business
Welcome to New Zealand Financial Planning, a premier establishment located in the heart of Wellington, New Zealand. Situated on the iconic Chews Lane, our institution is a recognized point of interest for finance enthusiasts, investors, and individuals seeking expert guidance on their financial journey.
At New Zealand Financial Planning, we understand the importance of solid financial planning in today's ever-changing economic landscape. As a trusted institution, we are committed to providing comprehensive financial solutions tailored to meet your specific needs and goals. Our team of experienced and qualified financial advisors is dedicated to helping you navigate the complexities of personal finance, wealth management, and investment strategies.
Whether you are looking to secure your financial future, plan for retirement, or grow your investment portfolio, our institution offers a wide range of services to assist you at every stage of your financial life. We firmly believe in the power of financial education and empowerment, and our experts are here to guide you towards making informed decisions that align with your long-term objectives.
When you choose New Zealand Financial Planning, you can expect personalized attention, unbiased advice, and a commitment to excellence. Our institution takes pride in maintaining the highest ethical standards and staying up-to-date with the latest industry trends and regulations. We prioritize building long-lasting relationships with our clients, ensuring that your financial well-being remains our top priority.
Located in the vibrant city of Wellington, our institution is surrounded by a thriving finance community and a wealth of resources. This allows us to stay connected and informed, giving you access to cutting-edge financial strategies and opportunities. Our convenient location in Chews Lane offers easy accessibility, making it convenient for you to visit our institution and meet with our knowledgeable advisors.
Whether you are a seasoned investor or just starting your financial journey, New Zealand Financial Planning is here to help you make sound financial decisions and achieve your goals. Take the first step towards financial success by visiting our institution at 11 Chews Lane, Wellington. Contact us today to schedule a consultation and discover how we can assist you in securing a brighter financial future.
Photos
Location & Phone number
11 Chews Lane, Wellington Central, Wellington, New Zealand
Hours open
Monday:
9:00 AM - 4:30 PM
Tuesday:
9:00 AM - 4:30 PM
Wednesday:
9:00 AM - 4:30 PM
Thursday:
9:00 AM - 4:30 PM
Friday:
9:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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."
"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."
"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."
"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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