Who we are

At Aim Financial, we are a team of dedicated financial advisors based in Auckland, New Zealand. Our mission is to empower individuals to navigate their financial journey with confidence by providing personalized financial advice tailored to meet their unique needs and goals. With years of experience and expertise in insurance, mortgages, investments, KiwiSaver, and ACC restructuring, we are committed to delivering exceptional service to our clients.

What we Do

We offer a range of financial services including insurance, mortgages, investments, KiwiSaver, and ACC restructuring. Our team of experienced advisors is ready to assist you in securing your financial future. Whether you are looking to review your KiwiSaver, invest your hard-earned money, get insurance in place, or buy your first home, we are here to help.

Our process begins with a no-obligation chat to understand your specific needs and goals. Once we have a clear understanding of your financial situation, we create a customized plan with recommendations and next steps to help you achieve your objectives. We will present this plan to you and discuss our recommendations to ensure that we are aligned on the path forward.

After the initial plan is established, we take care of all the hard work for you by actioning the plan based on your choices. We continue to support you through any financial changes in life and are always just a phone call away for any questions or concerns you may have.

Why you should use us

Choosing Aim Financial means gaining access to a team of experienced advisors who are dedicated to helping you achieve your financial goals. We understand that every individual has unique financial circumstances and our personalized approach ensures that your specific needs are met.

With our expertise in insurance, mortgages, investments, KiwiSaver, and ACC restructuring, we can provide comprehensive guidance on all aspects of your financial journey. Our commitment to exceptional service means that you can trust us to support you every step of the way, from creating a plan to implementing it and beyond.

By choosing Aim Financial, you are choosing a partner who will work tirelessly to secure your financial future and empower you to make informed decisions about your finances.

What can you ask?

• How can I review my current KiwiSaver plan?
• What are the best options for investing my money?
• How can I ensure I have the right insurance coverage in place?
• What is the process for buying my first home?
• Can you provide guidance on ACC restructuring?
• How do I create a personalized financial plan?
• What ongoing support do you offer after the initial plan is established?