Velocity Financial

Velocity Financial offers expert financial services in Wellington. With years of experience, we deliver tailored financial solutions for individuals and businesses. We specialise in insurance and financial planning in a professional and welcoming environment. Our focus is on providing down to earth, practical advice and services to help clients thrive financially.

WHO WE ARE:

• Our team of experienced financial advisers have a deep understanding of the financial needs of individuals and businesses in Wellington.
• We are committed to building long-term relationships with our clients, based on trust, integrity, and exceptional service.
• Our approach is focused on providing personalised advice and guidance to help our clients achieve their financial goals.

WHAT WE DO:

• We provide a range of insurance services, including personal and general insurance, to help protect our clients’ assets and livelihoods.
• Our financial planning services include KiwiSaver and investment advice, to help our clients build wealth and secure their financial future.
• We also offer mortgage and lending services, including specialist lending and non-bank lending options, to help our clients achieve their property goals.

WHY CHOOSE US:

• Our team of experienced financial advisers have a deep understanding of the financial needs of individuals and businesses in Wellington, and are committed to providing exceptional service and advice.
• We take a holistic approach to financial planning, considering all aspects of our clients’ financial situation and goals, to provide tailored solutions that meet their unique needs.
• Our focus is on building long-term relationships with our clients, based on trust, integrity, and exceptional service, to help them achieve their financial goals and thrive financially.

FAQ
1. What types of insurance services do you offer?
We offer a range of insurance services, including personal and general insurance, to help protect our clients’ assets and livelihoods. Our experienced financial advisers can help you determine the right insurance solutions for your individual needs.

2. How can I get started with financial planning?
Getting started with financial planning is easy. Our experienced financial advisers will work with you to understand your financial goals and develop a tailored plan to help you achieve them. We can provide advice on KiwiSaver, investments, and other financial products to help you build wealth and secure your financial future.

3. What if I’m not sure what type of mortgage or lending option is right for me?
Our experienced financial advisers can help you determine the right mortgage or lending option for your individual needs. We offer a range of mortgage and lending services, including specialist lending and non-bank lending options, and can provide guidance and advice to help you make an informed decision.