Resource Financial Planning

Welcome to Resource Financial Planning, a leading establishment in the finance industry located at Beach, Hurstmere Road, 40 in New Zealand. As a point of interest, we pride ourselves on our contemporary approach and time-tested service standards.

At Resource Financial Planning, our point of difference lies in our approach and focus on investment markets. We understand that every client is unique and has different investment goals and preferences. That's why our themes and styles can range from Clean Energy to Gold, Fixed Income to Global Equities. We believe in offering a diverse range of investment options to cater to the individual needs of our clients.

Our philosophy is rooted in openness and transparency. We believe in educating our clients, as we strongly believe that the more sophisticated our clients are, the better they will understand our methodologies. We aim to empower our clients with knowledge, so that together we can achieve joint success. When we succeed, our clients succeed.

What sets us apart is our unique approach to wealth management. We believe in exploring alternative asset classes that are not widely utilized by New Zealandns. By diversifying our clients' portfolios with these alternative assets, we aim to provide them with opportunities for growth and enhanced returns.

At Resource Financial Planning, we are committed to delivering exceptional service and personalized solutions to our clients. Our team of experienced financial planners is dedicated to understanding your financial goals and creating tailored strategies to help you achieve them.

Whether you are a seasoned investor or just starting on your financial journey, we invite you to experience the Resource Financial Planning difference. Contact us today to schedule a consultation and let us guide you towards a prosperous financial future.