Invicta Financial

Invicta Financial, based in Wellington Central, provides expert financial advisory services, including personal insurance, KiwiSaver, general insurance and wealth management, to clients across New Zealand.

WHO WE ARE:

• We are a team of local advisers with a deep understanding of the financial needs of Kiwi families.
• Our approach is fresh, modern and relevant, leaving old-school ways behind to provide clear, jargon-free advice.
• We focus on creating personalised plans that put our clients’ goals first, with a fee-free approach that prioritises their needs.

WHAT WE DO:

• We offer personal insurance services, including life, health and income protection, to ensure our clients and their families are covered when it matters most.
• Our KiwiSaver services are designed to help clients grow their savings, with expert guidance on tailored options to meet their goals.
• We provide general insurance services to protect our clients’ homes, cars and other valuable assets, giving them peace of mind and confidence in their financial security.

WHY CHOOSE US:

• We take a nationwide approach with a local feel, working with clients from Auckland to Invercargill to provide advice that is as personal as if we were sitting across the table.
• Our team brings everything together, from insurance and KiwiSaver to mortgages, to make our clients’ finances simple, connected and easy to manage.
• We prioritise our clients’ needs, providing a fresh approach to financial advice that is focused on delivering excellence and empowering Kiwi families.

FAQ
1. What types of personal insurance services do you offer?
We offer a range of personal insurance services, including life, health and income protection, to ensure our clients and their families are covered in case of unexpected events.

2. How can I get started with KiwiSaver?
Getting started with KiwiSaver is easy – our experts will guide you through the process, helping you choose the right option for your goals and providing ongoing support to ensure you’re on track to meet your savings targets.

3. What is the process for getting a quote for general insurance?
Our team will work with you to understand your insurance needs, providing a tailored quote that meets your requirements and budget and ensuring you have the right level of cover to protect your valuable assets.