Harness Financial

Harness Financial, based in Wellington, New Zealand, provides expert financial advisory services, including investment, insurance and KiwiSaver assistance, to individuals and families, helping them achieve their short, medium and long-term goals.

WHO WE ARE:

• We are a team of experienced financial advisors dedicated to helping our clients make informed decisions about their financial futures.
• Our approach is human-focused, prioritising our clients’ needs, goals and values to create personalised financial plans.
• With a strong commitment to governance and transparency, we ensure our clients receive the highest level of service and expertise.

WHAT WE DO:

• We offer comprehensive investment services, including portfolio management and investment strategy development, to help our clients grow their wealth.
• Our insurance services are designed to protect our clients’ assets and loved ones, providing peace of mind and financial security.
• We provide expert guidance on KiwiSaver, helping our clients make the most of this valuable retirement savings scheme.

WHY CHOOSE US:

• Our independent, professional advice ensures our clients receive unbiased guidance, tailored to their unique circumstances and goals.
• We take a holistic approach to financial planning, considering all aspects of our clients’ financial lives to create a cohesive and effective strategy.
• By choosing us, our clients gain confidence and clarity in their financial decisions, enabling them to achieve their goals and secure their financial futures.

FAQ
1. What is the best way to get started with investing?
The best way to get started with investing is to define your financial goals, assess your risk tolerance and develop a diversified investment strategy, which we can help you with.

2. How can I make the most of my KiwiSaver?
To make the most of your KiwiSaver, it’s essential to choose the right fund, contribute regularly and review your investment strategy periodically to ensure it remains aligned with your goals, which our expert advisors can assist you with.

3. What types of insurance should I consider?
The types of insurance you should consider depend on your individual circumstances, but commonly include life insurance, income protection insurance and trauma insurance, which we can help you evaluate and select based on your specific needs.