Help Protect Your Families Future
Change happens – families grow, economies shift, wealth builds and goals evolve.
Financial planning and insurance is essential in protecting your most valuable asset – you! Our advisors specialise in insurance, helping you ensure you have the right policy in place for your circumstances. We make the insurance process simple by reading the complicated policy wording, ensuring the product will protect you at claim time and answering any questions you have along the way.
Get The Best Mortgage
Buying a home or investment property is an exciting time in your financial life with a lot of big decisions to make. We help you through every step of the way, presenting your current financial situation in the best possible way to a wide variety of lenders.
With over 20 years of experience in residential mortgage lending, we know what the lenders are looking for and work with you to achieve your goals with ease.
This not only helps to save you time and money, but it is offered at no additional cost.
Create Wealth Through
Investments & KiwiSaver
You’ve worked hard in life so far, but you don’t want to work hard forever.
Aim Financial work with you to establish your financial goals, whether that is retirement, education or long term wealth. We help paint a picture and bring it to life.
We have over 20 years of experience in creating and protecting wealth for our clients, helping to secure their long-term financial goals.
A family based business with your needs at heart.
Aim Financial has been providing Great Advice and Great Solutions for over 20 years. Our passion is to help simplify the process for our clients, while ensuring your goals and priorities are at the forefront of what we do.
We have team members across the Auckland region and utilize online tools to assist clients out of Auckland too.
Our Proven Process
Take the first action to get started on your journey with us.
Let's have a chat to understand your needs
We create a plan with recommendations
Action the plan based on your choices
Monitor & Support You Through Your Life Changes
‘Paul and the team are just amazing – They have helped me in so many ways’.