We provide simple, effective services that leave our clients with more time to do what they do best.
Let us be your go-to for all things business, investments and property. Take a look at our helpful podcasts, webinars, articles, guides and more.
Investing shouldn’t be complicated. We provide clear, evidence-based advice that helps you make informed decisions, stay focused on your goals and build a portfolio that grows with you.
How we work with you
We are independent financial advisers. We’re paid solely by our clients, not fund managers, so there are no conflicts of interest. Any discounts we receive are passed directly on, and we never charge fees for trading on funds.
Being independent means we have nothing to hide. We benchmark all of our returns on a quarterly basis. We should either be performing in line with the benchmark or have a very good reason if we don’t.
We believe in keeping fees low and investing in funds for additional diversification. We help clients invest intelligently across shares, property, cash and bonds, building diversified, tax-efficient, long-term portfolios aligned with their goals and risk profile.
Our advice covers portfolio design, rebalancing, cash flow planning and helping clients stay the course through market cycles, ensuring their investments remain aligned with their goals and risk profile.
Our investment advice is built for people who want clarity and confidence, not speculation or sales-driven recommendations. As independent advisers, we help you stay disciplined and aligned with your long-term goals through changing market conditions.
Clients who value steady, evidence-based growth and understand that successful investing is about time, discipline, and staying the course through market cycles.
People who want advice that’s free from commissions or product incentives, with recommendations made solely in their best interests.
Investors building wealth alongside life milestones such as property purchases, business ownership, supporting family, or planning for retirement.
People who prefer an ongoing advisory relationship, with regular reviews, portfolio adjustments, and proactive communication as circumstances change.
Our investment advice is built for people who want clarity and confidence, not speculation or sales-driven recommendations. As independent advisers, we help you stay disciplined and aligned with your long-term goals through changing market conditions.
Clients who value steady, evidence-based growth and understand that successful investing is about time, discipline, and staying the course through market cycles.
People who want advice that’s free from commissions or product incentives, with recommendations made solely in their best interests.
Investors building wealth alongside life milestones such as property purchases, business ownership, supporting family, or planning for retirement.
People who prefer an ongoing advisory relationship, with regular reviews, portfolio adjustments, and proactive communication as circumstances change.
To ensure transparency, independence, and robust governance, our investment advice is supported by established third-party providers.
Mapua Wealth is an independent New Zealand investment research house that supports fund selection and portfolio construction, helping ensure advice is evidence-based and aligned with long-term investment principles.
FNZ provides the independent investment platform where client assets are held securely in the client’s name. This separation ensures Lighthouse provides advice only, while custody and reporting are handled independently.
Have a question? You’ll find answers to some of the most common things our clients ask us. If you need more detail, we’re always happy to chat.
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."
Simply fill out your details below, and we’ll be in touch. From there, you can expect:
1. A Lighthouse team member will reach out to see which of our Mortgage, Property, Wealth, or Accounting services best suits your needs.
2. You’ll be matched with a specialist who best understands your situation.
3. With their guidance, you’ll take the next steps toward securing the right financial solution for you.
