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 – 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.