Our Mission
At Aim Financial, we are committed to providing personalised financial advice, tailored to meet the unique needs and goals of our clients. With a team of experienced advisors located Auckland, and accessible nationwide digitally, we offer expertise in insurance, mortgages, investments, KiwiSaver, and ACC Restructuring. Our mission is to empower individuals to navigate their financial journey with confidence, utilising our in-depth industry knowledge and dedication to delivering exceptional service.
How Aim Financial Can Help
Our Simple Process
Let’s Chat
Let’s have a no-obligation chat (phone, Zoom, in person—whatever floats your boat) to understand your needs. Whether you're reviewing your KiwiSaver, investing your hard-earned money, getting insurance in place, or buying your first home, Aim Financial is here to help.
Personalised Plan
Once we have discussed how we can help, we create a plan with recommendations and next steps to achieve your goals. We will present this plan to you and discuss our recommendations to ensure we are on the same page.
Action
Once we have established your plan, we action it based on your choices. We do all the hard work for you. After the initial plan, we continue to support you through financial changes in life and are always just a phone call away
Meet Your Team
“Aim Financial helped me get my first home. I don’t know what I would have done without them. The mortgage process can be confusing, but Paul and the team made it easy for me and advocated for me to the bank to get it across the line. I highly recommend Aim Financial to anyone looking for a home loan!”
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Warkworth Local
