Finzo | Integrated Financial Solutions

Welcome to Finzo | Integrated Financial Solutions, located at Hastings, Karamu Road North, 202. We are an establishment that specializes in finance and is a point of interest for financial advisers in New Zealand.

At Finzo, we pride ourselves on providing fast, flexible, and accessible support to financial advisers. Our team consists of industry experts who understand the ins and outs of the financial industry, making us the perfect partner for financial advisers. We offer access to our national and international industry connections, providing exclusive knowledge, expertise, CRM system, and custodial platform.

One of our main goals is to help financial advisers reduce their administrative and compliance burden, allowing them to focus more on their clients. As an independent and CEFEX-accredited Financial Advice Provider, we offer integrated advice and compliance solutions to financial advisers across New Zealand. We also provide opportunities for professional development through our conferences and webinars, including our annual Finzo Conference, where industry leaders share their insights and expertise.

As a family-owned company, we prioritize building and maintaining strong client relationships. We have access to international providers and specialist knowledge in investments and risk management, which allows us to offer flexible support and solutions to NZ-based Financial Advisers. Our aim is to empower advisers to be more client-focused by reducing the noise from administration and increasing regulatory demands.

We are committed to providing professional, efficient, and flexible services. Our partners feel comfortable and safe in their journey forward with us. Additionally, we recognize the growing demand for socially responsible investment opportunities and strive to incorporate sustainability into our business practices. We have already taken steps towards this by installing solar panels to become self-sufficient in our daily energy needs and transitioning our fleet to electric vehicles, which are charged using our solar power.

At Finzo, we take the privacy of our advisers and their clients seriously. We prioritize the confidentiality and security of their information.

Join us at Finzo | Integrated Financial Solutions and experience the fast, accessible, and flexible support that will help you thrive as a financial adviser.