Real Savvy Financial Advice

Real Savvy Financial Advice, based in Tauranga, New Zealand, offers expert financial services including employee benefits, group insurance, health insurance and wellness plans, providing comprehensive financial solutions to individuals and businesses.

WHO WE ARE:

  • Our team of industry-leading advisers is personally trained and has extensive experience in lending and financial services.
  • We value efficient responsiveness to client needs, offering clear and effective communication.
  • Our core background in lending and financial expertise enables us to provide tailored advice and support.

WHAT WE DO:

  • We provide life, health and disability insurance options, helping clients protect what matters most and build long-term financial security.
  • Our team offers dedicated lending support, including mortgages, refinancing and construction finance, to help clients achieve their financial goals.
  • We also specialise in KiwiSaver, providing expert guidance on investment options and retirement planning.

WHY CHOOSE US:

  • We offer a seamless end-to-end service, combining insurance, lending and investment expertise to provide comprehensive financial solutions.
  • Our team is committed to building long-term relationships with clients, providing ongoing support and guidance.
  • We pride ourselves on our industry-leading knowledge and expertise, ensuring clients receive the best possible advice and support.

FAQ
1. What types of insurance do you offer?
We provide a range of insurance options, including life, health and disability insurance, as well as group insurance and wellness plans, to help clients protect their assets and loved ones.

2. Can you help with mortgage refinancing?
Yes, our team of experts can assist with mortgage refinancing, including construction finance and non-bank lending, to help clients achieve their financial goals and secure the best possible interest rates.

3. How can I get started with KiwiSaver?
Our team can provide expert guidance on KiwiSaver, including investment options and retirement planning, to help clients make informed decisions and get the most out of their KiwiSaver scheme.

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