Use our experience to save you money in times of economic uncertainty
This website introduces visitors to financial services and products available through a New Zealand based Financial Adviser and provides general information that will be useful to anyone. The comments and advice provided is for general guidance, as individual situations will vary. .
We are very experienced and trustworthy and specialise in helping with insurance, investment, arranging mortgage finance, and helping with retirement planning including KiwiSaver.
In today's times of economic uncertainty, decent financial products and advice is a must in helping you plan your future.
Finance can be complex and that is where the advice of a qualified financial adviser may be essential for you.
On this site you are able to submit your details for a specific product and receive a quote by email, fax, phone, mail or personal visit, within 24 hours on normal working days prepared by one of our Financial Advisers.
If you select to receive the quote by mail we will include appropriate brochures. If you request a personal visit please ensure that you include a phone number so that we can arrange a suitable time/place. We belong to national networks - and can refer you to somebody locally if you wish.
Our Advisers have been assessed as meeting the requirements of the Institute of Financial Advisers. This ensures that we maintain the highest professional standards, and education. Note: this site is a generic class service. For individual advice specific to your circumstances we recommend that you contact an Authorised Financial Adviser (AFA).
So, if you are interested in finding out more about specific financial products or would like to compare with your current policies features or price, this site is for you.
We can help with many products, such as many different kinds of insurance cover from life and medical insurance to professional indemnity insurance, which covers your business in case of litigation.
Refinance Your Mortgage
If you are after refinancing your mortgage, we can help find a lower interest rate and save $,000's.
KiwiSaver and retirement planning
KiwiSaver is a great way to plan for your retirement, and we are able to find you a KiwiSaver scheme that will provide you with your needs.
KiwiSaver will hopefully provide you with a great contribution towards your retirement. However, KiwiSaver may not provide you with the lifestyle you want in retirement. For example, the ability to take off overseas on a dream holiday.
So, we are able to help you by coming up with a tailor made retirement investment plan to suit your future needs and aspirations. Such a plan will help to supplement your KiwiSaver scheme account so that retirement does not have to be a struggle when you reach retirement age.
Investment planning - Free financial health check
Do you know what position your finances are in or how to plan for the future? If the answer is no, you are not alone. We have helped many clients over the years come up with investment plans. Planning where to put your money and what to invest in is complicated with so many products available. What is a risky or safe investment? That is where we can help you.
We invite you to try our free quick - financial health check
We care about our clients. Our role is to:
- Assist you to determine your actual needs
- Select and advise on a range of options
- Review and update as your needs and products change
- Assist in any claims processes
- Achieve best value for money
Costello Financial Services