Overall Rating
5.0
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Our Services
LET'S
TALK
ABOUT
MONEY
Money isn’t always something people like to talk about. But if you’re serious about creating a financial future for yourself, your family or business, then talking is the first step.
Here at OnPoint Financial Advice, we’re here to help you:
1. Create money using the money you have,
2. Grow your wealth by investing smartly, and
3. Protect the money you’ve worked so hard for.
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Together we’ll create a financial plan that works for you, then support you throughout your journey to reach your financial dreams.
Think of us as your long-term financial buddy – as life changes we’re here to support you.
So if you’re looking for a friendly, experienced registered financial adviser in Auckland who really listens and understands you, get in touch with us.
Why Clients Love Us
We Care
We genuinely love helping people achieve their financial dreams. We listen and support you with open ears and open hearts.
We put people first
We’re in the business of helping people so YOU will always come first, not profits. Your best interests are our best interests.
We’re qualified
We’re not just financial advisers – we’re qualified accountants too, so you can trust us to provide impartial, professional advice to help you succeed.
We’re tech savvy
We use only the latest processes and technologies – this means we’re more efficient, more accurate and more timely in everything we do.
We’ve got your back
We’re with you every step of the way. We work hard to ensure you’re well looked and will always be here to support you as life changes.