Your finances shouldn’t feel all over the place. We bring everything together — your investments, property, insurance, accounting, and future planning — into one clear, 
connected strategy that works seamlessly to help you achieve your goals.
Sound Familiar?
Most Kiwis struggle
with their money
If you are feeling lost about your financial future, you're not alone. We deal with Kiwi's every day who have the same challenges when it comes to making the best financial decisions for their situation.
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“Property or shares — what’s the better investment?”
It’s a debate as old as time, but the right answer comes down to what you’re really working towards.
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“Will I have enough to retire comfortably?”
You’re not alone. Most Kiwis don’t have a clear picture of how much they’ll actually need — or how to get there.
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“Is my financial setup working as well as it should?”
When everything’s spread out — investments here, insurance there — it’s tough to tell if it all fits together properly.
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“How do I give my kids the best start in life?”
Every parent wants to give their kids a head start — but knowing where to begin can be the tricky part.
How we can help
We help our clients
every step of the way
Where you start
Financial Freedom
Get your house in order
Protecting what matters
Purchasing your first home
Expanding your portfolio
Retirement preparation
By the numbers
Learn why we’re trusted
by over 4,000 Kiwis
We’ve been helping Kiwis achieve financial freedom since 2014 — guiding over 4,000 people with holistic advice that covers every corner of their finances.
4000+
Clients nationwide
900+
Properties settled
$100m+
Funds under management
10+
Years helping Kiwis
As featured in
As featured in
Over 200 5-star Google Reviews
From day one, our focus has been on helping Kiwis feel confident about their money — and with 200+ five-star reviews, we’re proud to be doing just that.
"We recently needed to remortgage our rental portfolio and chose to work with the team at Lighthouse Financial Services. It turned out to be a fantastic decision! From the very start, they were professional, supportive, and made the entire process so much easier for us."
"We recently needed to remortgage our rental portfolio and chose to work with the team at Lighthouse Financial Services. It turned out to be a fantastic decision! From the very start, they were professional, supportive, and made the entire process so much easier for us."
"We could not recommend the team more highly. Navigating the process of purchasing a first home is filled with questions and unknowns so having support from these two was fantastic. They were responsive, clear, approachable, worked to understand what we needed and had it all covered."
"We could not recommend the team more highly. Navigating the process of purchasing a first home is filled with questions and unknowns so having support from these two was fantastic. They were responsive, clear, approachable, worked to understand what we needed and had it all covered."
"Lighthouse were very quick and easy to work with. The staff had great communication and processed my tax return within a few days. I recommend their service."
"Lighthouse were very quick and easy to work with. The staff had great communication and processed my tax return within a few days. I recommend their service."
"I've been working with James from Lighthouse for the last 2 years. James has been working with me to help me define and maintain my financial goals and manage my investments. James is extremely easy to deal with and explains things in a very simple and easy to understand way. "
"I've been working with James from Lighthouse for the last 2 years. James has been working with me to help me define and maintain my financial goals and manage my investments. James is extremely easy to deal with and explains things in a very simple and easy to understand way. "
"Great experience working with Jess and the Lighthouse team. Jess was extremely diligent and had continued great communication throughout. We feel extremely confident moving forward with Jess guiding us through our financial goals."
"Great experience working with Jess and the Lighthouse team. Jess was extremely diligent and had continued great communication throughout. We feel extremely confident moving forward with Jess guiding us through our financial goals."
"We have just brought our 2nd investment property with the help of Vinny & Laura. Their communication is clear, concise and timely and they’re so easy to work with. I look forward to building our property portfolio with them alongside us."
"We have just brought our 2nd investment property with the help of Vinny & Laura. Their communication is clear, concise and timely and they’re so easy to work with. I look forward to building our property portfolio with them alongside us."
"Lighthouse financial were super awesome in helping our family buy our first home. Laura and Vinny were always prompt and professional with their support. Highly recommend lighthouse and more specifically Laura and Vinny for all your mortgage related needs."
"Lighthouse financial were super awesome in helping our family buy our first home. Laura and Vinny were always prompt and professional with their support. Highly recommend lighthouse and more specifically Laura and Vinny for all your mortgage related needs."
"I’ve had an excellent experience with James and the team at Lighthouse. Their financial advisory services have improved my financial literacy through one-on-one meetings, webinars, and podcasts."
"I’ve had an excellent experience with James and the team at Lighthouse. Their financial advisory services have improved my financial literacy through one-on-one meetings, webinars, and podcasts."
"I would encourage anyone looking to sort your financial planning and investing to check these guys out , and also the mortgage brokers team who bent over backwards for my situation to get me across the line! They keep you in the loop of the progress and suggest options along the way to take advantage of any situation presented. "
"I would encourage anyone looking to sort your financial planning and investing to check these guys out , and also the mortgage brokers team who bent over backwards for my situation to get me across the line! They keep you in the loop of the progress and suggest options along the way to take advantage of any situation presented. "
"They guided me in securing health, life, and income insurance, and helped me get my Will sorted. I really appreciate their expertise and genuine commitment to their clients. I highly recommend their services - I even referred my dad to them."
"They guided me in securing health, life, and income insurance, and helped me get my Will sorted. I really appreciate their expertise and genuine commitment to their clients. I highly recommend their services - I even referred my dad to them."
Services
All your financial needs covered,
all in one place.
Accounting
Our accountants provide personalised property and compliance services for individuals and businesses.
Mortgages
Our mortgage advisers specialise in securing lending and optimising our client's property portfolios.
Wealth
Our financial advisers help you plan the right steps to achieve your goals now and in the future.
Property
Our property experts help our clients find and buy the right investment properties for their needs.
Insurance
Our Insurance advisers create protection solutions to suit any stage of life or budget.
Cheques & Balances Podcast
