Clear Financial Advice, built around you
We help individuals, families, and business owners make confident financial decisions without unnecessary complexity.
Our approach is straightforward, personal, and designed to support you through every stage of life.
What We Help With
Personal Insurance
We help protect the people and lifestyle you’ve worked hard to build. From life and trauma cover to income protection and health insurance, we design solutions that provide financial security if something unexpected happens. Our focus is on making sure you and your family can move forward with confidence, no matter what life brings.
Business Insurance
Business owners face unique risks that can impact not only the company, but also personal finances and long-term plans. We work with you to protect key people, manage debt obligations, and create continuity strategies that keep the business stable if challenges arise. The goal is to safeguard what you’ve built so you can focus on running and growing your business.
KiwiSaver and Superannuation
Building wealth doesn’t need to be complicated. We provide clear guidance on KiwiSaver, helping you make informed decisions about contributions, fund choices, and long-term strategy. Whether you’re just getting started or refining your plan, we help ensure your savings are working effectively for your future. We also facilitate superannuation transfers from Australia and the UK.
Our Advice Process
We keep things straightforward. Our process is designed to give you clarity, confidence, and a plan that fits your life.
Understand
We start by getting to know you — your goals, your situation, and what matters most. This helps us understand where you are today and where you want to go.
Plan
We assess your needs and design recommendations tailored to your circumstances, explaining everything clearly so you can make informed decisions.
Implement
Once you’re comfortable, we put the agreed strategy in place and manage the details so everything is set up correctly.
Review
Life changes, and so should your advice. We stay in touch and adjust your plan over time to keep you on track.
Who We Work With
We work with carefully selected providers known for strong products and dependable service.
Our Complaints Process
At Findlay Financial, we are committed to providing high-quality advice and service. If something hasn’t met your expectations, we encourage you to let us know so we can work to resolve the issue promptly and fairly.
Internal Complaints Process
If you have a complaint about the advice or service you have received, please get in touch with us as soon as possible.
You can do this by email, phone, or in writing using the contact details below.
Email: hamish@findlayfinancial.co.nz
Phone: +64 22 055 1234
We will investigate the matter thoroughly. Once our review is complete, we will provide you with a written response outlining the outcome and any proposed resolution.
If a mutually agreed solution is not reached, we urge you to use our external process.
External Complaints Process
If we are unable to resolve your complaint to your satisfaction, you may refer the matter to our external dispute resolution scheme.
Findlay Financial is a member of the Financial Dispute Resolution Service (FDRS).
FDRS is an independent service that helps resolve disputes between financial advisers and their clients. This service is free for consumers.
You can contact FDRS using the details below:
Financial Dispute Resolution Service (FDRS)
Website: https://fdrs.org.nz
Phone: 0508 337 337
Email: enquiries@fdrs.org.nz
FDRS will assess your complaint and work with both parties to reach a fair and independent resolution.