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What We Do

FSB4 Financial’s purpose is simple; we help you to grow and protect your wealth so you can choose the lifestyle you want.
• You will have access to a committed team of financial advisors – specialists in their own fields, knowledgeable in the areas of insurance, investments, mortgages, savings and financial planning advice.
• After Many years in the industry FSB4 Financial has grown a substantial base of satisfied clients.
• Benefit from our unique financial planning guarantee!

YOUNG PROFESSIONAL
Starting Out

Congratulations!

If you are reading this you must be contemplating your financial future and that is a smart move.

FSB4 Financial helps you grow and protect your wealth so you can enjoy life today and have confidence in your financial future.

FSB4 Financialoffer strategies, financial management tools and our expertise!  Let us share with you how you can benefit from a long-term financial plan.  View testimonials.

FSB4 Financial can assist you in creating a financial roadmap for life to guide you in:

  • saving for overseas travel, first home or investment property;
  • repaying student loan, hire purchase or credit cards;
  • insure value assets such as income, house, car, or contents
  • start the first stage of long term wealth accumulation.

FAMILY
Building for the Future

Knowing you and your family are financially on track is such a wonderful feeling.  FSB4 Financial are experts in generating peace of mind for our clients, view their generous testimonials.

You might be reflecting on changing family financial needs, a maturing career or expanding business.  Need to invest some time in reviewing your financial plans but don’t have the time?

Together we can create a plan that will ensure you have the correct:

  • investments;
  • tax minimisation structure;
  • insurance;
  • mortgage;
  • wills/trust;
  • money management.

Invest your time with FSB4 Financial to grow and protect your wealth and achieve that wonderful feeling.

INVESTOR
Investing for Income & Growth

It is all about results!  FSB4 Financial can assist you in understanding investment returns and strategies. View testimonials.

Have you successfully obtained the financial goals you set out to achieve?  Is it time to consolidate, free up some of those assets, or restructure your family trust?

Let FSB4 Financial support you in:

  • reviewing your financial investments at a strategic level before moving into the detail;
  • establishing your financial needs in retirement;
  • regularly updating your investment portfolio to ensure it matches your changing circumstances;
  • fine tuning your asset management and estate planning requirements;
  • striking the right balance between different investment options, e.g. property versus equities and cash management funds;
  • ensuring you have considered risk management with contingency plans in place for life’s surprises.

Benefits

  • Increase your net worth
  • A brand that stands for value and a service delivered with integrity through a professional procedure.
  • An environment of trust and friendship with qualified, well trained and experienced colleagues.
  • Entrepreneurial leadership – a Managing Director, a Board, Directors and a Management Group with key support staff.
  • Multi-line facilities through Cash Management, Investment Management and Risk Management, Financial Planning, Mortgages, General and Health Insurance.
  • Management consulting. Assistance from experienced and qualified consultants.
  • An administration/client service/secretarial support structure.
  • Marketing/seminars – the best and most cost effective marketing system within the profession plus organised external and internal seminars for public and clients.
  • Financial accounting – use of both company accountant and financial analyst.
  • Serviced office space – interview rooms, remote access technology
  • Modern office support technology – computers, software, database and quotation systems.
  • Software packages and support in financial planning and client marketing – templated and systemised.
  • Graduate succession planning (business succession).
  • Focus to ongoing improvement of systems, support, training and marketing from feedback groups and regular communication.
  • Focus to results not politics or personalities
  • Maximising of supplier support through economies of scale and national networking.
  • High standards – Members of IFA, PAA and NZMBA.
  • “Market of One” facility – ability to build passive income through F&G, Investment, Insurance, Savings and fees.
  • Business Management – regular feedback and assistance from business mentors through structured and timely business planning sessions.
  • Feedback from colleagues – colleague review on a structured monthly basis.
  • Market awareness – Directors focussed to educate, inform and assist.
  • Mentoring – How to give fee based advice, and provide Total Financial Planning.
  • Training – Daily mandatory for two years (for all advisers)