FINANCIAL ADVICE PROVIDERS – SMART FINANCIAL ADVICE MADE SIMPLE

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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.

Financial planning and support

Protection for your family and business

Providing for your family and future

Your Partner in Finance: Personal and Business Financial Advice Provider

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.

We then set to work on custom-designed strategies to make those dreams a reality. Whether you’re working towards financial security for yourself, or building a legacy for your family, our advice is tailored to suit your individual needs. Forget the one-size-fits-all approach, we’re your dedicated independent financial advisers in Auckland who are all about providing personalised guidance to help you live the life you dream of.

 

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.

From safeguarding your assets to strategising debt management and income generation, our financial advice providers are by your side. We roll up our sleeves and work with you to create plans that dance to your business’s beat. If you’re seeking a financial planner in Auckland that understands and values your business’s unique financial pulse, you’ve found us at 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!

ABOUT OUR LEADING INDEPENDENT FINANCIAL ADVISORS IN AUCKLAND

Smart Adviser, founded by Sam Kodi, is the trading name of Enlightened Life Limited (FSP532766) and holds a licence issued by the Financial Markets Authority to provide financial advice New Zealand wide. 

 

As a holistic financial advice provider, we offer services in financial planning, retirement planning, investment, and financial advice, as well as brokerage services in mortgages and lending, investments including KiwiSaver, and personal & business protection insurances.

 

From our inception in 2015, our priority as financial advice providers has always been our clients and making life better for you. Our holistic approach means our experienced experts and independent financial advisers in Auckland work collaboratively with each other to produce the best results for you. It truly is a team effort, and we take pride in being the leading financial adviser in Auckland you can trust to deliver personalised, tailored financial advice. 

 

We know that choosing a financial planner in Auckland can be daunting. That’s why we offer a free initial consultation so we can get to know each other, and you can be confident that we are the right fit for you.

 

If you’re looking for the best financial advisor in Auckland, look no further than our experienced and dedicated team at Smart Advisor. (Some of our team even have extensive international experience too!)

What Our Clients Are Saying

Edwin and Karlyn

“We would like to thank all of you for your help and support for this past few months… To Sam, thank you for guiding and planning with us to reach our goal. We are happy about the outcome and we hope that you’ll be there to guide us even after purchasing our home. To Andrew, thank you for all your help. We appreciate that you are always available especially when we have questions you are keen to give us a clear explanation of the things we don’t not know during the home buying process…

Ferdie and Geny

“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”

 

Priyesha and Malith

“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

Harness the Power of Financial Smart Advisers Tools & Calculators

Dive into a wealth of financial resources designed to make understanding loans, investments, and personal finance a breeze. As your dedicated investment advisor in Auckland, we offer an array of financial calculators that take the guesswork out of budgeting, loan repayments, and savings growth.

Are You Paving the Path to Your Best Financial Life? Take the Quiz!

Take a moment to reflect on your financial journey. Are you on the right track to living your best financial life? At Smart Adviser, we’ve developed a quick and insightful quiz to help you gauge your progress. It’s an opportunity to reflect on your financial decisions, identify opportunities for growth, and find ways to enhance your financial wellbeing. So, are you ready to uncover your financial potential? Take the quiz today!

Take Control Back of Your Mortgage With Our Industry Leading Mortgage Calculator 

Are you ready to get ahead of interest rates and make smarter loan decisions? Our industry-leading Mortgage Calculator at Smart Adviser provides the insights you need. Tailored to your specific financial circumstances, this tool breaks down your repayments, reveals potential savings, and offers a clearer understanding of your mortgage. It’s time to outsmart interest and get on the fast track to financial freedom. Give our calculator a spin today!

Latest Financial News & Advice

Testimonials

As your Auckland financial advisor, we provide the most holistic financial advice and financial planning in Auckland – but don’t take our word for it. Hear from our clients about their experience working with Smart Adviser.

“Smart Adviser Team were amazing to deal with every step of the way making something potentially painful a breeze!

Thanks again team, you are amazing.”

Dan Hesson The Hesson Family Trust

“With Smart Adviser’s super team, it is not all about the business. If you are looking to secure your financial future, then you will not regret giving their team a call and setting up an appointment.”

Shohan Wimalaratne