Contact Us

Guiding The Way
To Financial Security

Creating sustainable wealth through Business, Investments and Property

Accounting
Mortgages
Wealth
Insurance
Trusts
Property

We provide simple, effective services that leave our clients with more time to do what they do best.

Accounting

Helping you and your
business succeed

Mortgages

Smart, specialised
mortgages

Wealth

Helping you grow and
protect your wealth

Insurance

Protect what
matters most.

Trusts

Secure the future
for your family

Property

Property solutions to suit
every investor

Consider us your business partner

We offer a wide range of accounting packages, lending solutions and financial advice with the help of technology that allow our clients to become more efficient, more responsive and more profitable whilst ensuring they grow their wealth over the long term.

We are more than number crunchers; we provide the expertise and tools to help our clients succeed in an ever-changing business environment.

See Why We Are Different

I have an established businessI’m looking for mortgage adviceI need tax adviceI want to establish a trustI have just started my businessI need financial advice

What we do

Our friendly, qualified team are with you every step of the way

Our team make genuine relationships with our clients, going above and beyond to make your money go further. We offer a range of expertise in accounting, mortgages, financial strategic solutions and wealth creation.

Why Choose Us

Insights & Advice

Uncategorised - July 4, 2022

We Review Our 2021 Predictions

Watch James and Mike go through their 2021 predictions and see if they were right or not and see their 2022 predictions

Learn more
Uncategorised - July 4, 2022

Members Only: Our Investor Update – July 2022

A market update from the Lighthouse team

Learn more
Mortgages - July 2, 2022

Cashflow – The Property Investors New Nightmare

The headlines aren't good, the news is worse.

Learn more

What our clients think

"James is fantastic. He takes time to understand each client’s needs and genuinely invests himself in helping them reach their goals. He takes joy in rationalising things to help build simple and 
actionable strategies. Would 100% recommend.”

Mark Johnston, Senior Director, Legal at Expedia Group

“We would highly recommend James and the team at Lighthouse Financial Services Auckland. James was really good and listen to what we were wanting to do and came back to us with a plan on how to do it. We would highly suggest using James so much that we will be defiantly going back to see him. Thanks James.”

Rowan Tumai, Drainage Manager at Fulton Hogan

" Very happy with the financial/wealth-building advice and mortgage brokering we have received from the lighthouse team. This includes accurate, timely advice on what was needed to act on immediately aligned with long term (whole of life) foresight and planning. Happy to recommend Lighthouse for financial advice and mortgage brokering without hesitation.”

Daniel Jurgens, Technical Director at WSP

" I've been receiving advice and support from Lighthouse Financial Services for about 4 months. James is excellent at explaining financial questions and he has provided me with great advice. I would recommend him to anyone I know.”

Sheelagh Conran, Archaeologist

Download our podcast

Cheques & Balances with James Blair & Michael Vincent.

View and listen on all major platforms.

Get in touch

Connect with us today.

Get in touch
xero partners

© 2022 Lighthouse Financial Services

Web design solution by NZD