Disrupting the Status Quo, Empowering Kiwi Families, and Delivering Excellence
When it comes to insurance, KiwiSaver and financial planning, we challenge outdated thinking, delivering smarter solutions for Kiwis
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
I want to thank Andrew Liu for all his help — honestly can’t recommend him enough. Super professional and really knows his stuff — you can tell right away he’s not just winging it. He takes the time to actually explain things instead of just throwing numbers at you. If you’re looking for someone reliable to help with your finances, Andrew’s your guy.
Andre B
Orion Chau was great to work with, very informative and found a more affordable insurance provider. It was a pleasure to work with Orion and Lily.
Melissa P
I was frustrated with our previous broker and reached out to Connor. Not only did he find us a better policy, he was great to deal with especially considering he had to work around our busy schedule. Thanks again.
Russell E
I highly recommend Richard Moore for his exceptional professionalism, deep knowledge, and absolute honesty. I reached out to him to review my income protection insurance and explore other financial options.Instead of just trying to sell me a new policy, Richard conducted a meticulous, detailed comparison between my current provider and the market alternatives. He concluded that my existing coverage was already excellent and honestly advised me to stick with it.Finding an adviser who prioritizes the client's best interests over making a sale is rare. Richard has earned my complete trust, and I will absolutely look to him for all my future insurance and financial planning needs.
Sau Lee C
5/5 Stars ~ Working with Paige (Financial Advisor) at Invicta Financial has been such a great experience. Right from the start, she was incredibly nice and so easy to talk to. She really went above and beyond to make sure I was looked after, and I genuinely appreciate everything she’s done for me. If you’re looking for someone who actually cares, definitely reach out to her!
Kayla S
Tom has been a dream to deal with! Very easy to communicate with.
Debra S
Dealt with Caleb to sort my KiwiSaver, he was very professional, helpful and warm. He helped me switch from my standard bank over to an externally managed fund, and I have seen positive growth in my KiwiSaver. A very knowledgeable advisor.
Tayla W
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
$80m+
Funds under management
3000+
Clients
1500+
In force policies
Insights
Clear, practical advice you can actually use
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