DUX Financial Services Ltd

DUX Financial Services Ltd, based in Te Aro, Wellington, provides a range of financial services including mortgage finance, insurance advice, KiwiSaver and financial planning, helping clients achieve their short, medium and long-term goals.

WHO WE ARE:

• We are a team of experienced financial advisers with expertise in providing tailored financial solutions.
• Our values are built around helping clients achieve their financial goals and we approach each client with a unique and personalised service.
• With extensive experience in the financial industry, we have developed a deep understanding of the complexities of financial planning and management.

WHAT WE DO:

• We offer mortgage finance services, helping clients secure mortgages for their homes or investment properties.
• Our insurance advice services provide clients with comprehensive risk analysis and protection for their personal and business needs.
• We also provide KiwiSaver and financial planning services, helping clients optimise their returns and achieve their long-term financial goals.

WHY CHOOSE US:

• We provide a personalised and tailored approach to financial planning, ensuring that each client receives a unique and effective solution.
• Our team of experienced financial advisers have a deep understanding of the financial industry and are committed to helping clients achieve their goals.
• We offer a comprehensive range of financial services, making us a one-stop-shop for all our clients’ financial needs.

FAQ
1. What is the process for securing a mortgage through DUX Financial Services?
Our mortgage finance service involves a comprehensive assessment of our clients’ financial situation, followed by a tailored recommendation for the most suitable mortgage option.

2. How do you determine the best insurance policy for my needs?
We conduct a thorough risk analysis to determine the most suitable insurance policy for our clients’ personal and business needs, taking into account their unique circumstances and requirements.

3. Can you help me optimise my KiwiSaver returns?
Yes, our KiwiSaver service involves a comprehensive review of our clients’ KiwiSaver accounts, followed by a tailored recommendation for optimising their returns and achieving their long-term financial goals.