Financial Adviser in Auckland

Here at Legendary Mortgages & Insurances, we aim to help you achieve all of your financial goals. With a team entirely made up of former leadership staff with completed qualifications in New Zealand Certificate in Financial Services (Level 5) V2 and experience in senior management roles at major banks, we’re here to help you build a legacy and turn all of your financial dreams into a reality. So if you’re looking for a financial adviser in Auckland, you’ve come to the right place.

Our Financial Services

We know that understanding the complex world of finance can be a challenge. But having your money in order is a vital part of achieving your life goals. That’s why it can feel like a challenge to accomplish all your plans if you’re struggling to understand how the finance industry works.

That’s where we come in. Our advisers can equip you with all the knowledge you need to save on interest, grow your money and get yourself onto the property ladder. So whether it’s your first home or an investment to build your wealth, we’ll provide you with the assistance you need to make informed decisions that are right for you.

When you partner with us, you’ll get excellent service throughout the process. We believe that, as your financial advisers, our relationship is an ongoing partnership. That’s why we’ll be with you throughout your journey. No matter your financial situation, our team is here to lend you their knowledge, experience and continued support.

What do financial advisers do?

Financial advice ties all aspects of your wealth portfolio together. Whether you’re planning to take out a mortgage to finally buy a place of your own, want to start building your investments through property or boost your Kiwisaver, our advisers are here to help.

Everyone has different goals for their future and different approaches when it comes to managing their money. That’s why it’s vital that you receive individualised advice that considers your unique circumstances, needs, and ambitions. The right financial advisers can offer you tailored advice designed with your goals in mind.

With us, the difference is legendary

Here at Legendary Mortgages & Insurances, our process has been designed to offer high-level guidance to our clients. You’ll talk to a dedicated, experienced professional here to provide you with qualified advice. Plus, because all of our team are salaried, you can rest assured that we have no conflicting motives. We’re here exclusively to guide you through the best possible decisions for your financial wellbeing.

Every recommendation we make is personalised to you. We will get started by working together to understand your financial habits and paint a detailed picture of where your money goes. Then, our expert financial advisers can help you put together a plan to grow your wealth – with minimum risk.

Achieving your financial goals is easier than you might think. So if you find yourself wondering about where your money’s going or how you’ll be able to afford a home or retire, just reach out to the Legendary Mortgages & Insurances team. Relax knowing you’re on track to meeting your goals with an expert financial adviser on your side.

After all, when it comes to financial advice, it pays to get it right – quite literally. Our advisers can help you get on top of your KiwiSaver, assess your investment options and ensure that your mortgage is working right for your goals.

We can help you:

  • Identify your financial priorities
  • Manage your money better
  • Choose the best financial products or services for your needs
  • Balance any risks
  • Explore all your options
  • Protect your and your family’s futures
  • Plan and choose the right strategy

When you choose us, you’ll get a dedicated adviser here to help you. By working together, we’ll devise a realistic, achievable plan to turn your dream lifestyle into a reality.

When do I need a financial adviser?

Some of us might have the idea that financial advisers are only good for large corporations or billionaires looking for their latest tax-free investment.

But the reality is that anyone interested in saving their money, growing their wealth and accomplishing their financial goals can benefit from meeting with these expert professionals.

A financial adviser can help guide you through all the financial services available to you. Here at Legendary Mortgages & Insurances, we can show you how to get more from your wealth, protect the investments you’ve already acquired while continuing to grow your money.

We understand that just trying to research and understand the complex world of finance can be a challenge. A professional adviser can make it easier for you to make the right monetary decisions for your future. For example, the expert team here at Legendary Mortgages & Insurances can help you select the right mortgage and insurance packages to reach your monetary goals.

Whatever your questions, concerns or needs, our team is here for you. Let us help you grow and protect your wealth and achieve all your aims for your future. We’re committed to being there for you every step of the way.

To arrange a consultation with a trained financial adviser, please contact Legendary Mortgages & Insurances at [email protected] or call 021 270 6617 today.