Kauri Financial Planning Ltd 277 Willis Street, Te Aro, Wellington 6011

Welcome to Kauri Financial Planning Ltd, located in the heart of Wellington on Willis Street. As an establishment specializing in finance, we are dedicated to providing exceptional financial planning services to individuals and businesses alike.

At Kauri Financial Planning, we believe in working closely with our clients to gain a thorough understanding of their unique lifestyles and financial goals. By gaining insight into how you earn and spend your money, we can develop a customized financial plan that is built on knowledge and a solid foundation. This approach ensures that any future financial planning is tailored specifically to your needs, giving you the confidence to make informed decisions.

Our expertise lies in creating wealth in four key areas of investment: Managed Funds, Property, Business, and Speculative Investments. We have a team of experienced financial advisors who will guide you through the intricacies of each investment option, helping you navigate the market and maximize your returns.

In addition to wealth creation, we understand the importance of protecting what matters most to you. Our team will ensure that your assets and loved ones are adequately insured, providing the right level of cover to safeguard your financial plan. We also conduct regular reviews to ensure that your protection aligns with your evolving financial goals.

At Kauri Financial Planning, we operate on a subscription-based model for long-term personal planning. For just $20 GST per fortnight, you will receive a personalized, collaborative experience that is tailored to work towards your financial life goals. This subscription ensures that you have access to an advisor who knows your plan intimately and is genuinely invested in your financial prosperity.

With Kauri Financial Planning, you can have peace of mind knowing that you have a dedicated team of professionals by your side, ready to assist you in achieving your financial aspirations. Contact us today to embark on a journey towards financial security and success.