Looking after your interests first

Are you looking for a financial adviser who will give you impartial advice about your financial planning, investments and KiwiSaver?

Financial planning is about figuring out what is important about money to you, discussing your goals and plans, identifying risks and issues that may stop you from achieving your goals.

Cliffe Consulting is a privately owned, specialist financial planning and wealth management firm. We have helped many people with their financial planning and investments over the last twenty-five years. People with different backgrounds, needs and plans for the future. Often, they are looking to reduce financial stress and seek a comfortable retirement.

What sets us apart?

  • Independent – owner operated, no allegiances or ownership links to any third parties, no secret commissions
  • We listen – your financial situation is unique, and our advice, cashflow modelling and recommendations reflect that
  • A scientific approach – investments based on Nobel Prize-winning academic research and strategies 
  • Transparent – we will tell you the full story, the likely investment journey, the probability of outcomes and provide full details on all fees and charges
  • We educate – we provide workplace-based financial education training to young people 
  • We speak out – many New Zealanders are misinformed about financial issues that impact them, and we are not afraid to speak out on their behalf 

Cliffe Consulting is a licensed Financial Advice Provider issued by the Financial Markets Authority. You can read important information about our licence here.

Contact us today to book a free, no obligation meeting

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