Roma & Co

Roma & Co, based in New Zealand, provides expert financial planning, insurance, KiwiSaver and will services for individuals and businesses in Auckland, helping them achieve their life goals with personalised advice and guidance.

WHO WE ARE:

• We are a team of trusted financial advisers with expertise in creating tailored financial plans for our clients.
• Our approach is centred around understanding each client’s unique circumstances and goals, ensuring we provide the most suitable advice.
• With a commitment to helping our clients secure their financial future, we offer a comprehensive range of services, including simple wills and staff benefit programmes.

WHAT WE DO:

• We offer financial planning services, helping individuals and businesses manage their finances effectively and achieve their objectives.
• Our insurance services include personal, business and group insurance, designed to protect our clients from life’s unexpected events.
• We also provide KiwiSaver advice, assisting our clients in making the most of their retirement fund and working towards a comfortable financial future.

WHY CHOOSE US:

• Our personalised approach ensures that each client receives tailored advice and guidance, addressing their specific financial needs and goals.
• We have extensive experience in the financial services industry, allowing us to provide expert advice and support to our clients.
• By choosing us, our clients can benefit from our comprehensive range of services, all designed to help them achieve financial security and peace of mind.

FAQ
1. What is the process for creating a simple will?
Our simple will service is an easy, affordable online process for straightforward estates, designed to provide peace of mind and ensure that our clients’ wishes are respected.

2. How can KiwiSaver help me achieve my financial goals?
KiwiSaver is a smart way to build financial security and can contribute to achieving goals such as owning a first home or funding a comfortable retirement and we can help our clients understand and make the most of their KiwiSaver fund.

3. What types of insurance services do you offer?
We offer a range of insurance services, including personal, business and group insurance, all designed to protect our clients from life’s unexpected events and provide them with financial security and peace of mind.