Smart Adviser

Welcome to fundamental

Financial Advice Providers – Smart Financial Advice Made Simple

Simple, Smart & Independent Financial Advices

Your Partner in
Finance

Financial planning and support

Protection for your family and business

Providing for your family and future

The Smart Adviser

We Help financial Advisors that exclusively serve

The Smart Adviser team of award-winning financial advisors in Auckland empower hundreds of Kiwis each year to take control of their finances, expand their wealth, and establish a lasting legacy for their families.

At Smart Adviser, we give you simple, smart, independent financial advice. No hidden ties to banks or companies. Think of us as your personal wealth team, here to help you live your best life, not just get by.

What We Do

Unlike budget advice services or brokers, Smart Advisors team of financial planners look at every aspect of your financial life and provide 100% independent unbiased advice, so you can then take the next steps to achieving your financial goals

Financial Planning NZ

Retirement Planning

Financial Advice

Mortgage & Loan Services

Investments & Kiwisaver

Clients Engaged
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MDRT Top Achiever
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Years Experience
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Million + Managed
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The Smart Adviser

Tailored Personal Financial Planning Auckland

As the leading Auckland financial advisor, we’re all about empowering individuals through personalised financial advice. Our team of experienced financial advisors in Auckland take the time to listen, understand your unique financial goals, and work with you to craft a financial plan and roadmap to get you where you want to go.

 

The Smart Adviser

6 Steps To Unleasing Your financial Power

Discover 6 steps to creating the financial foundation to live life on your terms not the banks. Unlock financial growth, secure your assets, income, and future. Get smart with debt, create passive income, and make wise investments. With Smart Adviser as your financial advisor in Auckland, you can seize control of your financial destiny. Dive in now!

The Smart Adviser

Business Protection & Financial Advice For NZ Business Owners

At Smart Adviser, we get it – no two businesses are the same. Your business’s financial landscape is unique, with its own mix of opportunities and challenges. That’s why we provide customised financial advice, helping protect your interests while encouraging growth.

Preserve and Grow Your Financial Legacy

What We Do

Unlike budget advice services or brokers, Smart Advisors team of financial planners look at every aspect of your financial life and provide 100% independent unbiased advice, so you can then take the next steps to achieving your financial goals

What we say our customers

Our Testimonials

“If we knew then what we know now from Sam – we would be semi-retired by now. We now have better control of our finances without being constrained. Our direction has been made much clearer and our efforts much more focused. We highly recommend Sam to anyone who needs a Financial Adviser”

Ferdie and Geny

“We just wanted to say how appreciative we are of Andrew Blomfield and all the advice and work he has done to help us reach our goal… From the very start, Andrew has made us feel comfortable and we easily felt we could trust what he was saying. We are so aware that Andrew goes beyond the necessary and uses his knowledge and expertise to help us. The role he has played in this huge step in our lives has been invaluable.” Edwin and Karlyn

Priyesha and Malith

Recognition & Awards