NZBritannia
106 Bush Road, Rosedale, Auckland 0632
About the Business
Welcome to NZBritannia, located at 106 Bush Road, Auckland, New Zealand. We are a renowned institution specializing in accounting, establishment, finance, insurance agency, and are a point of interest for individuals seeking professional financial advice.
When it comes to planning for your retirement, there are numerous factors to consider. Your age, location, income, investments, and goals all play a vital role in ensuring you make the most out of your hard-earned assets. At NZBritannia, we have over 25 years of experience helping New Zealanders with retirement and financial planning, with a proven track record of success. We are also experts in transferring UK pensions to NZ.
No matter what stage you are at in your retirement planning journey, our team of qualified Financial Advisers is here to assist you in retiring better. In just a few minutes, our calculator tool can provide you with an estimate of your retirement savings and whether you are on track to meet your goals.
Our dedicated advisory team can work closely with you to create a personalized retirement plan that aligns with your aspirations and ensures you stay on track. This includes comprehensive advice on insurance, KiwiSaver, and estate planning. We understand that everyone's financial situation is unique, which is why we can help you build a portfolio that meets your individual needs. In addition to our in-house investment products, we collaborate with other major providers to offer you a wide range of options.
Being a KiwiSaver member is just the beginning. Our expert Financial Advisers can guide you in selecting the best KiwiSaver fund to help you achieve your retirement goals. We understand that insurance is not just about having coverage but having the right coverage. Our team ensures that your insurance remains 'fit for purpose' as your needs change. We have strong relationships with major life insurers in NZ and can provide expert advice on life, trauma, medical, and income protection insurance.
With over 25 years of experience, our team has successfully transferred pensions from the UK to NZ for more than 20,000 clients, working with over 500 different UK pension providers. We are confident in our ability to provide you with a great experience, which is why we offer free assessments and financial advice.
To make your pension transfer planning easier, we offer a free ebook that provides valuable insights and guidance. Don't just take our word for it - our clients have expressed their satisfaction with our services. They appreciate our positive and encouraging approach, as well as our ability to explain complex financial concepts in a clear and understandable manner.
For more information, you can contact Britannia Financial Services Limited at 0800 500 811 to obtain the Product Disclosure Statements for the Britannia Retirement Scheme and the Integral Master Trust. Please note that Britannia Financial Planning Limited is responsible for any financial advice provided on this website, and their Financial Advice Disclosure Statement is available for review.
Feel free to reach out to us at PO Box 302369, North Harbour, Auckland 0751, New Zealand. NZBritannia is a group comprising Britannia Financial Services Limited, Britannia Nominees Limited, and Britannia Financial Planning Limited. Trust us to help secure your financial future.
Photos
Contacts
106 Bush Road, Rosedale, Auckland, New Zealand
Opening hours
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Didn't reply to my email seeking advice about finance/tax matter's."
"Always excellent service. I have no complaints."
"Alun was very helpful at helping us migrate our pension from the UK to NZ. We didn't realise how much pension we had stored away in the UK!"
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