Gladwell Financial

Gladwell Financial is a boutique financial advice agency based in Auckland, providing personalised financial advice, including insurance and KiwiSaver planning, to clients in the region.

WHO WE ARE:

• We are a family-owned business, dedicated to delivering tailored financial solutions to our clients.
• Our team is passionate about helping individuals and families achieve their financial goals, with a focus on building long-term relationships.
• We utilise the latest technology to streamline our processes, ensuring a seamless and efficient experience for our clients.

WHAT WE DO:

• We offer personalised advice on insurance, helping clients to protect their assets and loved ones.
• Our KiwiSaver planning services are designed to help clients make the most of their retirement savings.
• We provide expert guidance on managed investment funds, enabling clients to grow their wealth with confidence.

WHY CHOOSE US:

• We take a genuine interest in our clients’ financial well-being, providing bespoke advice that meets their unique needs.
• Our agile and tech-savvy approach ensures that our services are efficient, cost-effective and easy to access.
• We are committed to delivering exceptional customer service, with a focus on building trust and loyalty with our clients.

FAQ
1. What is the process for getting started with insurance planning?
Our insurance planning process begins with a comprehensive review of your current financial situation, followed by a discussion of your goals and objectives. We will then provide you with tailored recommendations and guidance to help you make informed decisions.

2. How do you help clients with KiwiSaver planning?
We help clients with KiwiSaver planning by assessing their individual circumstances, providing expert guidance on scheme selection and offering ongoing support to ensure they are maximising their retirement savings.

3. What is involved in managed investment fund advice?
Our managed investment fund advice involves a thorough analysis of your investment goals, risk tolerance and time horizon. We will then provide you with recommendations on the most suitable investment options and continue to monitor and adjust your portfolio as needed to ensure it remains aligned with your objectives.