Disrupting the Status Quo, Empowering Kiwi Families, and Delivering Excellence
When it comes to financial advice, we’ve got you covered, pointing you in the right direction for insurances, KiwiSaver, and mortgage
Ready to Take Control?
Life gets busy - we get it. Let us do the heavy lifting so you can focus on the good stuff. At Invicta Financial, we understand every family is different, so our local advisers carefully craft personalised financial advice tailored to your needs, helping you protect today and plan for tomorrow
A Fresh Approach to Personal Insurance & KiwiSaver
Nationwide Expertise, Local Feel
From Auckland to Invercargill, we work with Kiwis everywhere. No matter where you are, you’ll get advice that’s as personal as if we were sitting across the table.
Fresh, Modern, Relevant
We leave the old-school ways behind. Our advice is clear, jargon-free, and tailored to fit your life right now, and where you’re heading.
Fee-Free and Focused on You
You won’t pay us a cent for our advice. Instead, we focus on creating a personalised plan that puts your goals first.
Everything in One Place
Insurance, KiwiSaver, mortgages, we bring it all together so your finances are simple, connected, and easy to manage.
Why Clients Choose Us
Putting people first, every step of the way
Andrew Liu has provided exceptional policy advice, providing better insurance options and prices than our current agent and other agents who have reached out to provide policy advice. Highly recommend Andrew - his analysis of insurance options that best meet our needs has been beyond that from any other agent - first time I feel we have the best cover and premium prices for our personal insurances.
Lisa
We had a meeting with Tom from Invicta Financial. We honestly could not be more happy with how easy and stress free Tom has made it. His knowledge and experience in the industry made us understand it all with ease. Invicta financial really works for you, to give you the best cover that works for what we need right now. Couldn’t recommend enough, great service and would highly recommend to anyone who wants to understand their insurance and KiwiSaver easily!
Lisa
Great people, very helpful. Had an insurance claim last year and all I did was let Jared know and it was very smooth sailing with no stress at all. Highly recommend
Thor
Great to work with people that can advise you on how to better invest in your future. The service is fantastic and Lucas is very professional and took his time explaining various scenarios. Great, professional service.
Karen F
Thanks so much for taking the time & explaining the ins & outs. Finding me the best product for my situation. Really appreciated it.
Karen W
Great people and very helpful. Jared went above and beyond for my wife and I, lovely man.
Alex B
Invicta financial provided exceptional service, making insurance easy to understand and tailored to my needs as a young professional. Their team was attentive, proactive, and always available to answer my questions. Thanks to their expertise, I now have comprehensive coverage at an affordable price, giving me peace of mind. Highly recommend!
Tom F
Let’s Make it Happen
15 minutes is all it takes. We’ll give you clear, fees-free advice so you can get your ducks in a row
Our Impact
Behind every number is a family, a story, and the relationships we’re proud to stand behind
$50m+
Funds under management
2000+
Clients
1000+
In force policies
Insights
Clear, practical advice you can actually use
