Reviews of New Zealand Financial Planning. (Financial Consultant) in Wellington (Wellington).

New Zealand Financial Planning

27 Reviews

27 Comments

Financial Consultant

Financial consultant

Level 7, Wellington Central, Wellington 6011, New Zealand

View all the reviews

Description Map Open Hours Reviews Contact

Description

Information of New Zealand Financial Planning, Financial Consultant in Wellington (Wellington)

Here you can see the location, open hours, popular times, contact, photos and real reviews done by the users.

This place has good reviews, this means that they treat their customers well and you’ll feel great with their services, recommended 100%!

Map

Open hours of New Zealand Financial Planning

Sunday

8:30am–5pm

Monday

8:30am–5pm

Tuesday

8:30am–5pm

Wednesday

8:30am–5pm

Thursday

8:30am–5pm

Friday

8:30am–5pm

Saturday

8:30am–5pm

Popular times

Monday

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Tuesday

8
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Wednesday

8
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Thursday

8
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Reviews of New Zealand Financial Planning

I approached Maree Gordon for some advice some years ago and have circled back a few times since. Maree is focused on helping women achieve financial sustainability, so she's warm, easy to speak to and has a practical grip on the reality of financial demands in day-to-day living. Her advice is sound, supportive and pragmatic, and she really puts the needs and personality of you and your financial goals front and centre, meaning you feel like you're getting an entirely personalised service in all of your dealings with her. An absolute pleasure to deal with - I highly recommend!

We used Callum for an insurance review. We were impressed by his service, the easy to understand way he presented his findings and the thoroughness of his advice. Callum recommended we stay with our own insurer and make tweaks to the different policies that better suited our current circumstances. We paid a very reasonable fee for his service.

Callum and I sat down he went through all of my questions we came to an arrangement that was mutually beneficial especially for me took all the hassles out of it I'm very happy with the result I would not hesitate in recommending Callum as a service provider

Callum has been my adviser for a number of years now and I have always valued his sound and practical financial advice as my personal circumstances have changed. This started from when we had three children to support and a mortgage to manage, and now continues following my recent move from full-time employment to independent contracting.

Our meeting with Callum Forbes was extremely helpful and informative. Callum gave us professional advise on working through our financial plans going forward into the future. He gave us realistic options and answered any concerns that we had in a down to earth manner. We will be keeping in touch with Callum and will be using his knowledge and expertise in handling our future finances. We highly recommend him.

Callum has been assisting us for multiple years now with our finances as we move ever closer to retirement. We have been impressed by the professional and speedy service we get with all of our money matters. Highly recommended.

Callum did a great job with our Insurance’s. I was particularly impressed with how he worked with our budget and gave us the right level of insurance for our needs. He helped us with other policies even when he received no fees for this which just shows his integrity. Nothing was too much and I know he will be there to help us if we ever need to claim.

Callum Forbes does what he says he will. As my father was one of Callum's first clients, I have worked with Callum over many years to ensure my parents comfort and security through their ever changing circumstances. I highly recommend Callum for the peace of mind and expertise he has provided our family over the years.

Callum Forbes has helped us put the finishing touches to our financial plan. In particular, as we are relatively new to investing, Callum listened to what we wanted from an investment portfolio, and was able to tailor the financial plan he produced for us in a way that met those requirements, whilst drawing on his expertise in the market. Callum is easy to deal with, helpful, and knowledgeable.

Callum was very helpful in advice and ideas when setting up investment accounts for my mum's grandkids after her passing. His advice was practical, not pushy, and helped at a time of considerable stress. He is very responsive and professional.

Callum Forbes has gone above and beyond to keep me informed especially in chaotic times - both with the financial impact of SARS COVID-2 and the 2007 Global Recession being notable examples. He has made setting up funds for my children as smooth as could possibly be. New Zealand Financial Planning is a very professional business and have no complaints.

In recent years Callum has been very helpful with organising my life and medical insurance policies, to ensure I have appropriate cover but arent paying more than I need to. He is both professional and pragmatic. Highly recommended.

I have been using NZFP for a period of 4 years. Callum Forbes is my adviser and he know everything about me and has always been up to date with advice whenever I have needed it. I'm very lucky to have built a relationship with NZFP with trust, who has always put me and my well being first. Thanks so much Callum for your continued guidance, support and valuable advice.

Callum is fantastic to deal with. He offered level headed financial advice that was suitable for my stage of life. He is always professional and easy to get hold of whenever I need.

Callum Forbes has provided fiscal guidance that has greatly assisted our family reach its goals. He and the team have responded promptly to satisfy our requirements.

We have valued Maree’s kind but pragmatic approach. We have learnt so much from her and we are more knowledgeable about our finances as a result of the work Maree has done with us. We trust her and appreciate her skills and knowledge in an area we really lacked confidence in. We now have a plan with goals to head for. We only wish we had sought out her skills ten years ago.

Maree helped us arrive at a detailed longer-term view of our financial situation, which means we can make changes in the here and now that will make us better off in the future. I definitely recommend Maree's services if you want to get in control of your finances and get a clear plan in play.

Gwen Hoople has been extremely helpful in offering financial advice to my partner and I about our Kiwisavers and has helped us think through financial considerations to take into account moving forward. I would highly recommend her to anyone seeking financial advice!

Steve Lawton (Financial Planning) and Callum Forbes (Insurance) are both great to deal with, very friendly, responsive and professional.

I have used Callum's services for about four years now, and have always found him very helpful, responsive and reliable in managing my investments with him.

Nicole is as professional as they come. She is super knowledgeable and easy to talk to – she made us feel comfortable discussing our plans, which was high on our list of priorities when finding an adviser.

Are you planning your future and where to go from now to retirement and beyond and not sure how to manage the process? Then I highly recommend Maree Gordon at the Wellington office. She is highly regarded in the financial sector and comes with a wealth of knowledge. Don't worry if you are outside the Wellington area as NZFP are based throughout NZ..