Wealth | Lighthouse Financial

Financial advice tailored to you

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

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.

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Services

Holistic Financial Advice

Investment Advice

KiwiSaver

Holistic Financial Advice

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.

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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

Before providing financial advice, we understand your values and what’s important to you.

Plan

We will work through your goals and project whether you are on track towards your financial goals.

Grow

Based on your goals and timeframe we will recommend the right suite of assets to help you grow your wealth and achieve your goals.

Protect

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

Getting Started

Discovery meeting

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

Moving Forward

Financial plan

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

Review

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

Over 100 5-star Google reviews

Absolutely unbelievable service from Andrew and Laura. They helped us buying our first home in what is a very difficult process to get your head around at times. Felt in such safe hands with them.

Ash was fantastic to deal with, a great communicator and always available to answer any questions we had in regards to our insurance needs. He made the whole insurance process very easy for us from start to finish.

We feel that this is the best money we have ever spent, James and the team have worked hard to give us a plan that sets us up for a secure retirement, with regular meetings to hold us accountable.

After listening to one of their podcasts, I reached out to get my life/income protection insurance sorted. Ash was super helpful throughout the process. I'd definitely recommend you reach out!

The whole team at Lighthouse have been amazing in servicing all my personal and business needs. The team are friendly, attentive, and focused on delivering the best financial solutions tailored to my individual circumstances.

Wealth Services

Meet the team

We use our expertise to guide the way to wealth and prosperity through business, investing and property.

Ash Solly

Financial Adviser

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Jess Hargreaves

Analyst

Mitch Worthington

Analyst