Lighthouse Financial | Financial Advice | Mortgages | Accounting | Property Investment
Your partner in
property investment financial planning business accounting trust management property accounting investment advice insurance protection kiwisaver advice  
Your finances are more than numbers. So are we.

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.

“Property or shares — what’s the better investment?”

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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.

“Will I have enough to retire comfortably?”

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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.

“Is my financial setup working as well as it should?”

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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.

“How do I give my kids the best start in life?”

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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
Get your house in order
Goal setting
Active KiwiSaver choice
Implement a budget
Protecting what matters
Protecting what matters
Emergency fund setup
Insurance planning
Debt management
Purchasing your first home
Purchasing your first home
Securing lending
Property finding
Paying down debt
Expanding your portfolio
Expanding your portfolio
Investment properties
Trusts and structures
Tax optimisation
Retirement preparation
Retirement preparation
Income planning
Managed funds
Legacy planning

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

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.

 Jolanta Dougherty

"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."

Jolanta Dougherty
 Jolanta Dougherty

"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."

Jolanta Dougherty
Connor Edwards

"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."

Connor Edwards
Connor Edwards

"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."

Connor Edwards
R Pettiford

"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."

R Pettiford
R Pettiford

"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."

R Pettiford
Michelle

"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. "

Michelle
Michelle

"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. "

Michelle
Daly Meiklejohn

"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."

Daly Meiklejohn
Daly Meiklejohn

"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."

Daly Meiklejohn
Corrina Inglis

"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."

Corrina Inglis
Corrina Inglis

"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."

Corrina Inglis
Nisala Ratnayake

"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."

Nisala Ratnayake
Nisala Ratnayake

"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."

Nisala Ratnayake
Aaron Kennedy

"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."

Aaron Kennedy
Aaron Kennedy

"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."

Aaron Kennedy
Karl

"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. "

Karl
Karl

"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. "

Karl
Aaron Kennedy

"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."

Aaron Kennedy
Aaron Kennedy

"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."

Aaron Kennedy

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