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We operate under our motto — disrupt, innovate, and excellence — delivering fresh ideas, smarter strategies, and a higher standard of financial advice in Auckland, Christchurch, Wellington, and beyond.

Contact us to book a meeting with one of our financial advisers in Auckland, Christchurch, or Wellington. We’ll discuss your goals, review your current position, and outline your options

Yes. While we have teams in Auckland, Christchurch, and Wellington, we also work with clients nationwide via phone, email, and video meetings.

We work with a wide range of trusted providers to ensure you get the most suitable products and services for your needs.

Yes. We can arrange early morning, evening, or weekend appointments to fit your schedule.

Yes. We help clients in all stages of life create retirement strategies, including KiwiSaver reviews, investment planning, and income projections.

Yes. We understand the unique challenges self-employed clients face with income protection, mortgages, and retirement planning, and we tailor strategies to fit your situation

Yes. We can provide a second opinion on your current plan or take over your advice if you decide to work with Invicta Financial.

It depends on your needs. Some KiwiSaver reviews or insurance adjustments can be completed in a few days, while mortgage approvals or full financial plans may take longer.

Yes. We offer in-person meetings in Auckland, Christchurch, and Wellington, as well as phone or video calls for clients anywhere in New Zealand.

Yes. Our advice is based on your personal goals and situation, backed by independent research, so you receive recommendations you can trust.

We don’t charge upfront fees for our advice. If we receive commissions, they are always disclosed so you know exactly how we’re paid.