We help people make informed decisions
Our transparent impartial advice helps you better understand your financial situation, the implications of different choices and how to develop a plan to achieve your personal goals.
OUR GUIDELINES - WE HELP PEOPLE
We're open and honest in our approach and we're committed to helping people make the right decisions for their future. We listen to understand and learn about financial needs, goals and aspirations and then advise people on how they can live the life they want to lead. Our advisers are Financial Advisers and are regulated by the Financial Markets Authority (FMA) and are committed to delivering the highest quality of financial guidance and advice.
WE ARE PASSIONATE ABOUT WHAT WE DO
Whether its helping someone over the phone, face-to-face or online, we always put the customer first, and we bring passion to everything we do. This passion is focused on helping you find your "safe place", making your money work for you and your loved ones.
We love our job because every day we go home knowing we have made a difference.
WE MAKE ADVICE ACCESSIBLE TO ALL
We believe financial advice should be available to everyone. That's why our service is tailored to your needs, aspirations, and lifestyle.
WE BELIEVE IN SIMPLE COMMUNICATION
The financial industry is known for being over-complicated and we don’t think it has to be. While the topics we talk about are always serious and often quite complex, our focus is providing information in a way that's easy to understand, enabling you to make informed choices.
Testimonials
The Testimonials page is dedicated to a selection of reviews on what the deVere New Zealand clients have to say about our service culture. If you have further questions about our product range and the advice that we offer, please do not hesitate to contact us
Charlie Whitmore
see moreCharlie was able to make a huge difference to my family's financial security. This included transferring my UK pension into a NZ QROPS that perfectly suited our needs. His knowledge and ability to simply explain the risks and benefits as well as guiding us through the process were fantastic and we couldn't have been happier with the outcome.
Charlie Whitmore
see moreWilliam Heather called me almost as if he was reading my mind as we had recently got residency in New Zealand and wanted to sort out pensions. We're both busy but we eventually talked to Charlie Whitmore and got everything rolling. Considering they were talking to pension companies in the UK, I'm not sure if these guys got any sleep but they got all the pensions sorted, even tracking down one for my wife that the UK pension tracing service struggles to find. Great service from all concerned, thank you.
Charlie Whitmore
Charlie was very helpful in transferring my UK pension to NZ. He's super knowledegable, happy to answer any questions, and always available to help. I highly recommend Charlie and deVere NZ.
Makauley Fox
Makauley at deVere Group was very clear and made getting my medical insurance sorted out so easy. I would recommend him to anyone looking for insurance. Great to talk to and it only took a few moments.
Makauley Fox
see moreSorting out moving our pensions from overseas and arranging life insurance etc. had unfortunately dropped to the bottom of a very long to-do list. Then deVere came along and it was all sorted with minimal effort required by us!! Sean and Mak are fantastic to deal with and are always responsive and available when we need them. Great company, thanks guys!!
Charlie Whitmore
see moreWe dealt with deVere while in the Middle East and our experience was not altogether positive so we were considering pulling our investments. Then, Charlie Whitmore from the NZ office got in touch after we returned and everything changed. Charlie has provided excellent service, great advice, and the best communication we have ever had from any adviser. So much so we have reinvested our funds and will look at putting more through Charlie and deVere NZ. I would highly recommend Charlie he has been great to deal with.