Harness Financial

Harness Financial offers expert financial advice at Wellington. With years of experience, we deliver tailored investment, insurance, and KiwiSaver solutions for individuals and families. We specialise in retirement planning, investment strategies, and risk management in a professional and welcoming environment. Our focus is on helping clients achieve their lifetime financial goals.

WHO WE ARE:

• Our team of expert financial advisers have years of experience in the financial services industry
• We are passionate about putting our clients at the forefront of everything we do, ensuring they receive personalised and tailored advice
• We have a human-focused approach, providing clarity and confidence to our clients as they work towards their financial goals

WHAT WE DO:

• We build tailored plans around our clients’ priorities, developing strategies to achieve their goals whilst reducing risk
• We provide independent professional advice, giving our clients clarity on what they want, insight into where they are now, and what is most important to them
• We simplify complex financial decisions, using a holistic framework to give our clients context and confidence in their decision making

WHY CHOOSE US:

• We offer a unique and personalised approach to financial planning, focusing on our clients’ individual needs and goals
• We have a proven track record of helping our clients achieve their financial goals, whether it’s retiring with confidence or growing their wealth
• We are committed to ongoing education and professional development, ensuring our clients receive the most up-to-date and effective advice

FAQ
1. What is the best way to plan for retirement?
We recommend starting with a comprehensive financial plan, taking into account your income, expenses, assets, and goals. Our expert advisers can help you create a tailored plan to achieve a comfortable retirement.

2. How can I reduce my financial risk?
We can help you identify and mitigate potential risks, such as unexpected expenses or market fluctuations, by developing a diversified investment portfolio and implementing effective risk management strategies.

3. What is the importance of having a KiwiSaver plan?
A KiwiSaver plan is a great way to save for your retirement, with the added benefit of government contributions and potential employer matching. Our advisers can help you choose the right KiwiSaver scheme and develop a plan to maximise your savings.