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become the best you


The first step to being financially healthy is understanding what you want to achieve. We'll work with you to define your goals and set you on the path to getting there.

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become the best you


The first step to being financially healthy is understanding what you want to achieve. We'll work with you to define your goals and set you on the path to getting there.

At Financial Health, we believe your financial wellbeing is just as important as your physical and emotional wellbeing. Instead of talking to you about life insurance, or investment returns, we take a holistic look at you and your finances and help you get from where you are to where you want to be.

This process starts with understanding your goals. It’s difficult to get to your destination if you don’t know where you’re going, so we take the time to discuss your hopes and dreams, and use these to help you set a range of financial goals.

Once we understand what your goals are, we then help you put in place a plan to get there. By tailoring this plan to you, we give you a set of directions that can suddenly make big goals seem very attainable.

After helping you implement this plan, we’re there with you - helping guide you through the maze of financial issues that stand in the way of you being the best financial you possible.

Talk to us about the best way to achieve your financial goals today.

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avoid financial injury


life can deliver some pretty hard knocks. part of being financially healthy is ensuring that you're protected should you be on the end of a tough blow - we'll make sure of this for you.

avoid financial injury


life can deliver some pretty hard knocks. part of being financially healthy is ensuring that you're protected should you be on the end of a tough blow - we'll make sure of this for you.

Injury can really disrupt your lifestyle. It can stop you from training for a marathon, a triathlon, or even your weekend sporting activity. It can even make maintaining a physical fitness plan almost impossible - so we plan for injury and actively try to prevent it.

Yet we don’t do this for potential financial injury - even though it can be even more harmful. One of Financial Health’s key focuses is on helping you prepare for a financial injury before it happens - so you can go on living life to the fullest.

Financial injury can appear in a number of guises - a car accident, an inability to work, or even an unexpected overseas trip. Financial Health will help you make sure that you’ve got a plan in place and a way to deal with all of the potential financial injuries that might hit you.

We can talk to you about:

  • Insuring your home, contents, car and boat
  • Insuring your income, health and your life
  • Insuring your business
  • Managing your cash so you have emergency funds available if you need them

Get in touch with us today to find out how we can help protect you, your family and your business from financial injury.

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Prepare for the long run


very few people become financially healthy overnight. that's why we work with you to develop a plan that enables you to live the life you want, both now and down the track.

Prepare for the long run


very few people become financially healthy overnight. that's why we work with you to develop a plan that enables you to live the life you want, both now and down the track.

Life’s not a sprint - it’s a marathon. Understanding your plan for managing your way through life is half the secret to your success. 

We partner with our clients to ensure that their plan for the long run is going to meet their goals. Unlike your personal trainer, you don’t have to get up at 5.30am three mornings a week to get there with Financial Health. 

Our relationship with you is long term - that way, we can assist you with whatever life throws at you. Good physical health is widely associated with lowering stress - and unsurprisingly, good financial health can have the same effect. 

Contact us to talk about how we can help prepare your financial health for the long run.

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Retire a champion


at Financial health, we want all our customers to retire as champions. whatever this means to you, we want you to spend your golden years celebrating all you've achieved.

Retire a champion


at Financial health, we want all our customers to retire as champions. whatever this means to you, we want you to spend your golden years celebrating all you've achieved.

Retirement - the cold beer at the finish line of a long working life. A retirement that’s been reached with a plan can be a fantastic, fulfilling experience, that makes your working life seem fully worthwhile. However, a retirement that is unplanned can be extremely painful.

That’s why our goal is to ensure our clients retire as champions. We’ll work with you to put together a plan that includes retirement planning, KiwiSaver advice and risk management and puts you on the track to crossing the finish line on track for the retirement of your dreams.

To put yourself on the path to being a champion in retirement, talk to us today.