Financial Advice

With its worldwide presence but locally trained advisers, deVere New Zealand, part of deVere Group, offers personalised financial advice to help clients add real value and achieve their financial goals and aspirations. We do this via our advice process which has been honed over many years and continents but also tailored specifically for New Zealand and is designed to meet your requirements.

In the advice process we will ensure that we:

• Understand your requirements by asking quite specific and sometimes awkward questions with the sole intention to obtain your plans for the future
• We will conduct a risk-psychological profile to understand your reaction to risk and understanding of what risk means to you personally
• deVere New Zealand will research the best possible solution for your personal situation and then explain the recommendation to you in clear, easy to understand language to enable you as our trusted client to make an informed decision. The recommendation will be in written form which enables you to take away and consider
• Our financial advice covers UK pension transfers, KiwiSaver advice, investment planning, and retirement planning

Retirement Planning

deVere New Zealand Limited, part of the deVere Group, offers clients a variety of retirement planning solutions. It is vital to have a plan in place so that you know that you will enjoy a safe and secure retirement.

KiwiSaver

Your deVere New Zealand adviser can assist with choosing a suitable KiwiSaver provider who all will be vetted by ourselves and offer a variety of funds to match different risk profiles and stages of your life.

Investment Planning

deVere Financial Advisers work with clients to understand where they want to be financially and develop a strategy of what it will take to get there.
Each client is unique, we work together to gather information on our clients to understand how we can help to achieve long term goals or aspirations and long term wealth. Buying a home, vehicle or bach, changing jobs, getting married, travel, educating children, retiring, and building up an emergency fund are all examples of investment goals that deVere New Zealand has helped clients to achieve.

UK Pension transfers

If you have worked in the UK and have a frozen UK pension either occupational or personal pension, then you may wish to consider a transfer to an overseas scheme if you are retiring in New Zealand.  

If you would like financial advice, please talk to one of our Advisers, who are always happy to help: +64 9 489 6380