We help you take the right steps to reach your financial goals—now and in the future.
Our services include budgeting, debt repayment, KiwiSaver, investments, property, and insurance. Plus, our investment research is completely independent, so you get advice you can trust.
Your financial advice specialists
We provide you with a comprehensive plan that outlines exactly how to achieve your financial goals that includes budgeting, debt repayment, KiwiSaver, investments, property, and insurance.
We tailor your investment strategy based on your risk profile, offer ongoing portfolio management, and provide regular reviews to ensure your plan stays aligned with your life.
Being with the right provider, having the appropriate risk profile and making the right level of contributions is crucial. We help you make the most out of your KiwiSaver.
Here are the benefits of working with one of our financial advisers. You can view our disclosure statement that outlines all of our pricing, conflicts and other important information.
We provide advice across all key areas—property, shares, insurance, and KiwiSaver—so you get a personalised strategy that works for your whole financial picture, not just one part of it.
We charge an upfront fee for our advice, so you can trust it’s tailored to your best interests—not driven by commissions. Any commissions we do receive are always disclosed upfront and available to view anytime.
We offer everything you need under one roof - including accounting, mortgages, KiwiSaver, insurance, trusts, and more - so your financial life is simpler and better connected.
With ongoing support and accountability, we help turn your goals into results.
In this video, we go through what exactly a financial plan includes, what you can expect from our financial planning process and how we’ve helped over 5,000 Kiwis secure their financial future.
We can sit down with you and implement manageable steps towards your goals. You will walk away with a personal financial plan and know the steps you need to take to achieve your goals. You’ll also have the opportunity for regular reviews to make sure you are staying on track with 24/7 access to our market-leading tools.
Before providing financial advice, we understand your values and what’s important to you.
We will work through your goals and project whether you are on track towards your financial goals.
Based on your goals and timeframe we will recommend the right suite of assets to help you grow your wealth and achieve your goals.
It is important to protect your income, assets and life so you and your family can achieve your goals if the worst were to happen.
You fill out the form below to get some help with your money needs
30 Minutes
You’ll sit down with your dedicated financial adviser to chat about your situation and explore how they can help.
When Scheduled
We present your plan, fine-tune it with you, and ensure all your questions are answered.
6-monthly or annually
Your adviser will meet with you regularly to make sure you’re staying on track and your plan still fits your goals.
Instant
You'll be sent a link which will ask you to fill in some details about your situation so we can help you faster.
When Scheduled
We’ll make sure we have all the information needed to complete your financial plan properly
When scheduled
Your dedicated financial adviser will help you put your plan into action—whether it’s setting a budget, buying an investment property, investing in managed funds, or more.
Financial Plans
Accountancy Services
We use our expertise to guide the way to wealth and prosperity through business, investing and property
We have relationships with the following partners
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."
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.
