Innovest Ltd
Innovest Ltd is a financial advisory service based in Auckland, providing expert guidance on mortgage, insurance and KiwiSaver solutions for individuals and businesses.
WHO WE ARE:
- We are a team of experienced financial advisers dedicated to helping clients make informed decisions about their financial futures.
- Our team is fluent in multiple languages, including English, Hindi, Mandarin, Cantonese and Malay, allowing us to cater to a diverse range of clients.
- We pride ourselves on our disciplined approach and strong work ethic, ensuring that our clients receive the best possible advice and service.
WHAT WE DO:
- We offer a range of financial services, including mortgage lending, risk insurance and KiwiSaver solutions, tailored to meet the unique needs of each client.
- Our insurance services include life insurance, medical insurance and house, content and car insurance, providing clients with comprehensive protection.
- We also provide resources and tools, such as calculators and disclosure statements, to help clients make informed decisions about their financial affairs.
WHY CHOOSE US:
- We provide expert, tailored advice, taking the time to understand each client’s individual circumstances and goals.
- Our team is committed to delivering exceptional service, ensuring that clients feel supported and informed throughout the entire process.
- We strive to make complex financial concepts accessible and easy to understand, avoiding jargon and technical terms whenever possible.
FAQ
1. What types of mortgage solutions do you offer?
We offer a range of mortgage solutions, including home loans, vehicle loans, personal loans and business loans, each tailored to meet the unique needs of our clients.
2. How can I get started with KiwiSaver?
Getting started with KiwiSaver is easy – simply contact us to discuss your options and we will guide you through the process, helping you to make an informed decision about your retirement savings.
3. What types of insurance services do you provide?
We provide a range of insurance services, including life insurance, medical insurance and house, content and car insurance, as well as business insurance, to help protect our clients against unexpected events and risks.
