Britannia Financial Planning Advisers Can Help With All Your Financial Planning Needs

We started Britannia to provide a secure and trusted service in pension transfers, but as our reputation and our clients grew, we saw that they also needed more holistic financial advice. This led us to build a team of our own financial advisers; Britannia Financial Planning Limited.

We still offer one of New Zealand’s longest standing and trusted UK pension transfer services, but we’re also equipped to support clients when they need advice in other financial areas. Of course one thing hasn’t changed, and that’s our dedication to helping clients plan for a stress-free and healthy financial future.

Investment Advice

Secure the future you deserve.

Retirement Planning

Get qualified advice for your financially secure retirement.

Insurance Advice

Ensure you have the best insurance cover to meet your changing needs.

KiwiSaver Advice

Ensure you maximise the benefits from your KiwiSaver investment.

Estate Planning

Have your assets protected and dealt with as per your wishes.

Britannia Financial Planning Advisers

Retirement Planning

Investment advice

There’s a lot to consider when looking to secure your financial future, and everyone’s situation is unique. We strive to build healthy relationships with our clients and better understand their individual needs.

Chat to us about:

Understanding your goals - what you want to achieve and in what timeframe.

Understanding your risk appetite - really knowing how you react when markets move - do you treat it as an opportunity, a worry or something else.

Building your portfolio – helping you achieve your goals with a portfolio of investments you understand and feel comfortable with.

Talk to a Britannia expert

Financial Planning

Retirement planning

No two people’s retirement plans are ever identical. From thinking about the sort of lifestyle you enjoy and where you'd like to live, to planning for those unexpected expenses, there's a lot to consider and balance when making plans for your retirement.

We've helped many New Zealanders find their own personal comfort level within their financial means, so we’re well versed in all the factors you need to weigh up. With Britannia's experience and expertise, you'll have a solid plan built to last you a lifetime.

Talk to a Britannia expert

Planning for Retirement

Insurance advice

It's not just about having insurance cover, it's about having the right insurance cover and regular reviews to ensure it stays that way. We have relationships with all of New Zealand's major insurers, and can offer expert advice in a wide range of areas.

Chat to us about:

Life insurance – protecting your loved ones should the worst happen.

Trauma insurance – providing financial support to help you through illness.

Income protection insurance – helping you pay the bills if you’re unable to work.

Medical insurance – get the treatment you need, when you need it, while also getting access to non-pharmac funded drugs.

Mortgage protection insurance – making sure your home loan is covered if you're unable to work.

Total disability insurance – providing a lump sum if you find yourself permanently unable to work.

Business Insurance - protect your business through succession planning, key person insurance, and shareholder buy/sell arrangements.

If you haven't spoken to us before and already have insurance cover in place, it's still worth talking to us because we can make sure it fits your current needs.

Talk to a Britannia expert

Financial Adviser

KiwiSaver advice

These days you can save for retirement with a helping hand from the New Zealand government, but how do you know what KiwiSaver options are best for you?

Just being in KiwiSaver doesn’t mean the job is done, there are a lot of other factors to consider too. What life stage are you at? Are you in the right fund to meet your goals? Are you saving enough? Can you access your funds to buy a house? The answers to these types of questions will help us work out what’s best for you.

Talk to a Britannia expert

Healthy Financial Future

Estate planning

Estate planning works in a number of ways, when set up properly it guarantees your assets are distributed as you wish when you pass or become mentally incapacitated. It also protects your assets through separation or divorce.

If you’re a business owner, it’s crucial that you ensure your financial affairs are in order if you're no longer around or incapable of dealing with them.

We can advise and refer you to an appropriate specialist, so things are set up exactly as you wish.

Talk to a Britannia expert

Britannia were upbeat and positive: encouraging me to follow simple guidelines; which, when combined with their great product, would allow me to live comfortably. Most importantly, they gave me peace of mind.

- TRICIA WILCE

Disclosure Statements for our Authorised Financial Advisers are available on request and free of charge. The Product Disclosure Statement for the Britannia Retirement Scheme is available from Britannia Financial Services Limited.

Need help in securing your financial future?
Call us 0800 28 28 33