Mortgage & Home Loan Advisors

 

Our mortgage and home loan advisors are experienced professionals who help Kiwis secure the right lending solutions for their needs. Whether you’re buying your first home, upgrading, or refinancing, they work with you to understand your goals and navigate options from various lenders. They make sense of complex terms, interest rates, and structures — and help ensure you’re set up for success from the start.

 

KiwiSaver & Retirement Specialists

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Preparing for retirement doesn’t have to be overwhelming. These experts specialise in KiwiSaver strategies and long-term planning. They help you choose the right fund based on your risk tolerance and stage of life, advise on contribution levels, and ensure you're making the most of your retirement opportunities. Their guidance helps set you up for a more comfortable and confident future.

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Insurance Advisers

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Our insurance advisers are here to help you protect what matters most — your family, your health, and your income. They break down different types of coverage like life insurance, trauma, income protection, and health insurance, so you can understand what you need without pressure. Their goal is to ensure you’re covered where it counts, based on your personal situation and budget.

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Investment Advisors

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Investing can feel risky if you’re not sure where to begin. Our investment professionals offer guidance on a wide range of options — including managed funds, shares, ETFs, and property-related investments. They explain the risks and benefits in simple terms, helping you make informed decisions based on your financial goals and appetite for risk.

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Budgeting & Money Coaches

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Sometimes, all you need is a plan. Our budgeting and money coaches are here to help you take control of your finances with practical strategies tailored to your lifestyle. They help you build a workable budget, reduce unnecessary expenses, and create healthy habits around money. Their support is empowering and judgement-free, making financial wellbeing more achievable.

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Debt & Credit Specialists

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Managing debt can be stressful, but you're not alone. These specialists help you develop realistic repayment strategies, consolidate loans, improve your credit score, or access formal solutions if needed. Whether you're juggling multiple repayments or just trying to get back on track, they bring a clear path forward.

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Business & Tax Accountants

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Running a business or freelancing comes with unique financial challenges. Our accountants provide support on tax filing, business structuring, GST, and financial forecasting. Whether you need advice on reducing your tax bill or managing cash flow, these experts help you stay compliant and in control.

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Vehicle Finance Brokers

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Looking to buy a car or upgrade your work vehicle? These finance experts help you secure competitive auto loans that fit your budget. They explain repayment terms, interest rates, and finance conditions in simple terms, ensuring you understand what you’re signing up for before making a commitment.

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First Home Buyer Experts

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Buying your first home can be both exciting and confusing. Our first home specialists walk you through every step — from understanding KiwiSaver withdrawals and First Home Grants to assessing how much you can borrow and what you’ll need for pre-approval. Their goal is to make the process smoother, clearer, and more achievable.

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Self-Employed & Freelancer Specialists

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If you’re self-employed or freelancing, your financial needs are different — and these experts get it. They guide you through setting up your income structure, managing expenses, tax obligations, and insurance needs tailored to unpredictable income streams. Their support helps you build financial confidence as an independent earner.

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Financial Wellbeing Coaches

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These experts take a holistic view of your financial life, helping you feel more confident and less anxious about money. They offer mindset coaching, practical advice, and tools that help you understand your relationship with money and improve your everyday financial wellbeing. Perfect for those who want clarity and peace of mind.

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Every expert we connect you with is either a licensed adviser or proven specialist with experience and credibility in their field. At finpla. our goal is to empower Kiwis to make smarter financial decisions by giving you access to real experts — only when you’re ready.

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