Invicta Financial Services
At Invicta Financial, long-term sustainable development and growth are top priorities for our clients. We provide a comprehensive and flexible range of financial advisory services aiming to create value in everyday life.
We accommodate clients in all stages of life, servicing vast and unique financial needs that require a personal touch. When you engage with us, we'll guide you through the process, keeping it simple and understandable while ensuring we provide you with a tailored solution that meets your personal needs and goals.
We accommodate clients in all stages of life, servicing vast and unique financial needs that require a personal touch. When you engage with us, we'll guide you through the process, keeping it simple and understandable while ensuring we provide you with a tailored solution that meets your personal needs and goals.
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Personal Insurance
We provide tailored advice for personal and business-related risks. But of course, everyone's different - so let us get to know you! From there, we can supply recommendations that suit your unique lifestyle and budget. Our expert advisors are here to explain the various types of insurance available, help you decide what cover is right for you, and advise on which provider best suits your personalized package. In addition, we'll make the application paperwork a breeze and continue to provide ongoing support and claim assistance. |
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KiwiSaver Advice
A strong investment portfolio coupled with the right advice will have your hard-earned money working smarter for you, preparing you for the later stages of life. A good financial plan is not a 'one size fits all' approach - it is based on your specific goals and individual circumstances. With the right information and assistance, you can make better-informed decisions to take advantage of your KiwiSaver's many benefits. Talk to us today to learn more about the available investment plans and options to best fit your needs and goals. |
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Mortgage Advice
Everyone is in different stages of their lives. Are you buying your first home, or do you have your eyes on an investment property? You might be looking to pay off your mortgage faster, or dabble in asset and vehicle finance. Whatever your situation, we're here to help. We'll be there every step of the way, from creating the plan to making it a reality. We have access to a wide range of lenders, so you can rest assured that a solution exists that will meet your needs and goals. There's no need to experience the stress and hassle involved in getting approval and finding the best deal for yourself - let us take care of it for you. |
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General Insurance
Through the years, how much of your hard-earned money have you spent on houses, nice cars, new furniture, and the latest technology? If the unexpected were to happen, would you have adequate insurance protecting your property and investments? Will your assets be replaced, and can you afford to replace them yourself if not? Adequate house, car and contents insurance is a must when protecting your property. We're here to ensure a full recovery is available in the case of a disaster. Contact us today to talk about your specific insurance needs:
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Business Insurance
We'll work with you to analyze your unique business structure, as well as the commercial and general risks your business is exposed to, and provide tailored solutions and advice to protect against these risks. We deliver access to international and local insurers distributing all types of general and commercial insurance. This access allows us to find solutions for businesses of all sizes, backgrounds, and industries. Contact us today to learn how we can help with your specific commercial insurance needs. |