Who we are

Welcome to Eureka Financial Services! We are an award-winning independent financial services provider in New Zealand, specializing in tailor-made insurance solutions to meet the unique needs of our clients. With strong, long-term relationships with all major insurers in the country, we ensure that you receive the best possible coverage for your specific circumstances. Our team of experts is dedicated to simplifying the complex world of insurance so that you can focus on what truly matters to you.

What we Do

At Eureka Financial Services, our primary goal is to provide our clients with top-notch financial solutions that offer peace of mind and security. Whether you are looking for insurance coverage for your family, mortgage advice, or assistance with structuring your loans, our experienced team is here to help. We take the time to understand your individual needs and create customized plans that align with your financial goals.

Our range of services includes:

• Personal insurance
• Mortgage advice
• Loan structuring
• Financial planning
• Retirement planning
• Investment advice

With a focus on customer service and genuine care for our clients, we strive to build long-term relationships based on trust and integrity. Let us take the complexity out of financial decision-making and guide you towards a secure and prosperous future.

Why you should use us

Choosing Eureka Financial Services means partnering with a team of dedicated professionals who have your best interests at heart. Our track record of satisfied clients speaks volumes about our commitment to excellence and customer satisfaction. When you work with us, you can expect:

• Personalized service tailored to your specific needs
• Expert advice from experienced professionals in the field
• Transparent communication and honest recommendations
• Ongoing support and guidance throughout your financial journey
• Access to a wide range of insurance products and financial services

Whether you are a first-time homeowner looking for mortgage advice or a retiree planning for the future, Eureka Financial Services is here to help you every step of the way. Trust us to provide you with the tools and knowledge you need to make informed decisions and secure your financial well-being.

What can you ask?

Visitors to Eureka Financial Services are welcome to ask us any questions they may have about our services, insurance products, or financial planning. Here are some examples of common questions that you can ask us:

• What types of insurance coverage do you offer?
• How can I determine the right amount of life insurance for my family?
• Can you provide mortgage advice for first-time homebuyers?
• What investment options do you recommend for long-term growth?
• How do you assess my financial needs and create a personalized plan?
• Do you offer retirement planning services?
• What sets Eureka Financial Services apart from other financial advisors?

Feel free to reach out to us with any questions or concerns you may have. Our team is here to assist you in any way we can and provide you with the information you need to make informed decisions about your financial future.