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Refer A Friend

& you'll both receive $50

Our business exists because of you

If you think we could offer value to your friends and family, we would love for you to put us in contact for a no-obligation advice meeting. If they become clients (Insurance, Investment or Mortgage) you’ll get $50 and they’ll get $50 too!

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How We Can Help

We offer advice on the following 

01

Insurance

Medical Insurance, Life Insurance, Income Protection, Trauma Insurance, Permanent Disability Insurance & Business Insurance. Our approach is to ensure you are able to reach your financial goals, regardless of what life throws at you.

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02

Mortgages

We aim to take the stress out of the process and help you every step of the way.  We work with our clients to ensure they are putting their best foot forward and help them understand their finance options and home loan structure.

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03

KiwiSaver & Investment

We help you build a better financial future, with your goals in mind.  Great advice is about the big picture, not just returns. We use our expert knowledge to help you put a plan in place to build wealth and achieve your financial goals.

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04

ACC Restructuring

We all pay ACC Levies, whether you are self-employed or employed. What many self-employed workers don’t realise is that they have a choice when it comes to how much they pay in ACC levies. ​We work with self-employed workers to restructure their ACC cover, looking at ways to use the savings towards a more comprehensive cover for both illness and injury.

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Why Aim Financial

Using a financial adviser takes the stress out of the process, ensuring you understand exactly what you are covered for and why.   We work with many different insurance companies, and do the research to make sure we match you with the cover/company that suits your needs and budget.  We provide ongoing support for claims and reviews to make sure your insurance stays relevant to your lifestyle. 

We have over 20 years of experience in the industry, and we love what we do.  We have had the pleasure of working with hundreds of families, individuals and businesses over the years and are excited to continue helping our community with Great Advice and Great Solutions.

See what our clients have to say about us here.

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