A Holistic Approach To Financial Advice

Helping you identify the actions needed to meet your goals, both today and in the future.

See our disclosure statement here

What is holistic financial advice?

Holistic financial advice means that we place your goals and ambitions before any strategic allocation of assets. Before providing financial advice, we understand your values and what’s important to you.

Our services include budgeting, debt repayment, managed funds, KiwiSaver, investment property and insurance advice. Our investment research is independent of conflicts.

What is a financial plan?

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.

Our philosophy


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.

Our approach

Holistic financial advice means that we place your goals and ambitions before any strategic allocation of assets or advice.
We understand your values and what’s important to you before providing financial advice.

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Discovery meeting

An initial meeting to understand your goals and get to know you a little better

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Financial plan

Our financial plans will forecast your future lifestyle and provide you with all the steps to get there.

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Regular reviews

As your life changes, we will touch base regularly to review the plan and recommend appropriate changes.

Our investment partners

We have relationships with the following partners

What our clients think

Michael and Makayla (and Sam for a bit) have been nothing but professionals. From the initial consultation call and throughout the mortgage application process, communication was A+. They even managed to get our pre-approval quickly which helped us meet tight deadlines set in our sales agreement. Very good start to a hopefully long relationship.

Jolo Tobias

Highly recommend Matthew and the Lighthouse Accounting team. They are a pleasure to deal with and always make time for us when we have queries. Shout out to Rhiannon Graham specifically who has worked with us from the start and is awesome.

Jemima Scholfield

I have tried multiple other accounting services and they have all fallen well below expectation. Lighthouse, and specifically Andrew, has been so good to work with. Timely, organized and friendly. Highly recommend.

Chris Canady

Michael and Laura at Lighthouse are absolutely amazing! I was a first home buyer who felt totally clueless about the process of buying a home. Michael and Laura put me at ease and answered my dumb questions with patience. They were enthusiastic and relentless in helping me. I doubt I would have been successful without them in convincing a bank to give me a home loan. I definitely recommend Michael and the team to anyone trying to buy a home.

Dianna Cowan

Download our podcast

Cheques & Balances with James Blair & Michael Vincent.

View and listen on all major platforms.

Get in touch

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