The INNOVEST Story - personalised financial advisers in Auckland and Wellington, New Zealand
At INNOVEST we are passionate about providing financial advice that helps NZ individuals and families reach their full financial potential. We understand that everyone has different needs and different financial goals.
This is why we tailor our financial advisery services to your unique circumstances - and we’ve been helping Kiwis identify and reach their goals for more than 10 years. We have access to the best loan and insurance providers, allowing you to tailor a solution to your individual financial needs that yield excellent results.
We’re not your usual tie-wearing stuffy brokers, but real people who love what we do. And we’re pretty damn good at it!
Learn more about the best financial advisers in New Zealand!
Why choose INNOVEST financial advisers?
- We are committed to providing financial advice that is tailored to your unique goals.
- We value your business, but we value you, your dreams and financial ambitions more. We PLEDGE to do what is right for you to achieve your financial goals.
- We simplify financial matters so you can make better choices for your future.
- No fuss, no hassle financial management. We do the arduous task of negotiating with lenders and insurance companies and filling out the paperwork.
- No extra fee. Our service is usually free of charge for you. We are paid by our banking and insurance partners.
- We’re your one-stop-shop for financial and insurance advice, saving you time and energy to find the best rates and deals.
- We partner with all major financial institutions and insurance companies in New Zealand, so we always find the best deals. Our financial advice is independent – we’re not tied to any one institution.
different lenders and insurers
years + of industry experience
jokes told in our office each day
Here’s what just some of our clients have said
Thanks heaps to Danny, without his great understanding and personality as well as being professional with his job this 5 years Anniversary wouldn’t happen.
Keep up the good work as you are doing great Danny & Innovest!