Discovery Financial Services Ltd

Discovery Financial Services Ltd, based in East Tamaki, Auckland, provides expert financial advice and insurance services, including personal insurance, business insurance, home and asset insurance, KiwiSaver and mortgage advice, to clients in New Zealand.

WHO WE ARE:

• We are a team of experienced financial advisors dedicated to delivering quality services with a personal touch.
• Our approach is centred around understanding our clients’ unique needs and circumstances to provide tailored advice and solutions.
• With a strong commitment to putting people first, we strive to build long-lasting relationships with our clients, helping them achieve their financial goals.

WHAT WE DO:

• We offer a wide range of insurance services, including personal insurance, business insurance and home and asset insurance, to protect our clients’ livelihoods and assets.
• Our KiwiSaver services are designed to help clients make informed decisions about their retirement savings and investments.
• Our mortgage advice service is tailored to assist clients in navigating the complex mortgage market, finding the best deals and securing their dream homes.

WHY CHOOSE US:

• We provide expert, unbiased advice, taking the time to understand our clients’ individual circumstances and needs.
• Our team is knowledgeable and experienced, staying up-to-date with the latest developments in the financial services industry.
• We pride ourselves on our exceptional customer service, ensuring our clients receive a personalised and supportive experience throughout their financial journey.

FAQ
1. What types of insurance services do you offer?
We offer a range of insurance services, including personal insurance, business insurance and home and asset insurance, to protect our clients’ livelihoods and assets.

2. How can I get started with KiwiSaver?
To get started with KiwiSaver, we can help you understand the different fund options, choose the right provider and make informed decisions about your retirement savings and investments.

3. What is involved in your mortgage advice service?
Our mortgage advice service involves a comprehensive review of your financial situation, goals and options, to find the best mortgage deals and secure your dream home, with ongoing support and guidance throughout the process.