Peak Financial Services
Peak Financial Services is a trusted financial adviser based in New Zealand, providing expert guidance on mortgage, insurance and KiwiSaver advice, including home loans, refinancing and financial planning for clients, with a focus on first-time home buyers and sustainable investing in Auckland.
WHO WE ARE:
- We are a team of experienced financial advisers dedicated to helping clients achieve their financial goals.
- Our expertise lies in providing tailored financial solutions, including wealth management and insurance advising.
- We take a personal approach to financial planning, ensuring our clients receive the best possible advice and support.
WHAT WE DO:
- We offer mortgage advice, including home loans and refinancing options, to help clients achieve their dream of owning a home.
- Our insurance advising services provide clients with peace of mind, knowing they are protected against unexpected events.
- We also provide financial planning and KiwiSaver advice, helping clients to grow their wealth and secure their financial future.
WHY CHOOSE US:
- We provide expert, unbiased advice, ensuring our clients receive the best possible financial solutions.
- Our personal approach to financial planning sets us apart, as we take the time to understand our clients’ unique needs and goals.
- We are committed to helping our clients achieve financial freedom, whether through investing, saving, or protecting their assets.
FAQ
1. What is the process for getting a home loan?
Our mortgage advice process involves assessing your financial situation, discussing your goals and options and finding the best home loan solution for you.
2. How can I get started with KiwiSaver?
Getting started with KiwiSaver is easy – we can help you understand the benefits, choose the right scheme and set up regular contributions to start growing your wealth.
3. What types of insurance do you advise on?
We provide insurance advising on a range of products, including life insurance, income protection and trauma insurance, to help protect you and your loved ones against unexpected events.