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Supporting you on your financial journey.

 

Insurance - KiwiSaver - Mortgages - Investment

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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 We 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 that is reviewing your KiwiSaver, investing your hard earned money, getting insurance in place or buying your first home. We are 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.

“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!”

Warkworth Local

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