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Jordan Financial Planning
134 Queens Drive, Hutt Central, Lower Hutt, Wellington, New Zealand
About Jordan Financial Planning
Welcome to Jordan Financial Planning, an establishment located in Lower Hutt, New Zealand. As a finance and insurance agency, we are dedicated to providing a holistic approach to our clients' overall financial planning needs.
At Jordan Financial Planning, we understand that the future is unpredictable, but we believe in being prepared for it. Our team of impartial financial advisers is here to help you protect your most valuable assets and achieve your future goals and aspirations.
Financial planning and advice are not just for the very affluent β everyone can benefit from it. Whether you're looking to secure your family's long-term future or control personal or financial risk, our experts are here to guide you every step of the way.
We offer an impartial mortgage broking service, where we can deal on your behalf with most mortgage providers. With access to all the latest interest rates and special offers, we strive to find the best mortgage solution for you.
What sets us apart is our wealth management service. This investment advisory service combines various financial services to address your specific needs. Through a consultative process, we gather information about your wants and needs and tailor a bespoke investment strategy using appropriate financial products and services.
If you're a resident of New Zealand, our team can also assist you with KiwiSaver, a voluntary savings scheme set up by the government to help New Zealanders save for retirement. We can guide you on contribution options, employer contributions, and annual government contributions.
Planning for retirement is crucial, and our team is here to help you determine your retirement income goals and make the necessary actions and decisions to achieve them. From identifying sources of income to estimating expenses and managing assets and risk, we've got you covered.
If you have previously lived and worked in the U.K., chances are you have funds sitting in a preserved U.K. Pension Scheme. Our experts can provide impartial advice on transferring your U.K. Pension to a New Zealand Recognised Overseas Pension Scheme (ROPS), ensuring you make the right decision for your financial future.
Ian, our founder, strongly believes in looking after his clients' interests, knowing that the business will take care of itself. With no ties to any single product provider, Ian and the team at Jordan Financial Planning offer cost-effective, pragmatic financial solutions, placing maximum value on client care, trust, and service.
Contact us today to schedule a consultation and let us help you navigate your financial journey with expertise, impartiality, and personalized service.
Photos of Jordan Financial Planning
1/134 Queens Drive, Hutt Central, Lower Hutt 5010, New Zealand
Opening hours of Jordan Financial Planning
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Day off
Sunday:
Day off
Reviews of Jordan Financial Planning
"Ian and the team at Jordan Financial planning have been amazing to deal with during our recent property purchase. The impecable level of communication and customer service has made us feel like they are our own personal employees - honestly they have gone above and beyond with an extremely difficult lending situation that spanned over 16 months. We will definietly be reccomending and using again in future. Thank you."
"Ian and the team at Jordan Financial Planning took the time to understand our financial goals and budgets. Ian sat down and demonstrated the various options we have with life insurance, health insurance and a mortgage. This left my husband and myself in a position to make informed decisions. Ian has a wealth of knowledge and experience and I can highly recommend his service"
"Luke was such a gem with helping me sort out my KiwiSaver. He really took the time to explain it thoroughly and answered all my questions so that I understood completely and could make well informed decisions. He is super knowledgeable and very trustworthy. I highly recommend Luke and the team at Jordan Financial Planning."
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