Tauranga-based G3 delivers personalised financial advice to clients across New Zealand helping them to secure long-term financial wellbeing
At G3 Financial Freedom Ltd, we deliver solutions for clients committed to creating a better financial future.
We specialise in independent, holistic financial advice services for every stage — whether you’re growing wealth, facing major life changes like inheritance or divorce or planning for retirement.
We make complex financial decisions simple, offering clear, jargon-free guidance that supports your long-term wellbeing. As independent, fee-based financial advisers, we’re fully focused on your goals, never driven by commissions or product sales.
Begin your journey to financial freedom today.
Our Services
Our investment planning service helps you grow and protect your wealth. We offer independent, jargon-free advice and build personalised portfolios ensuring your investments support your long-term financial wellbeing.
Clear financial planning helps you deal with the here and now, and plan for the future. We offer expert advice to make the most of your money and check in regularly to ensure that your financial plan is evolving as your circumstances changes.
Pension Transfer Advice
If you have a UK pension or Australian Super, we can help you analyse whether transferring your pension to New Zealand is in your best interest. Our team has extensive experience with overseas pensions and can provide guidance on the processes involved and any tax obligations.
Retirement planning
Our retirement planning services help you confidently prepare for a lifestyle you choose. With tailored financial advice for retirement, ongoing support, and KiwiSaver and pension expertise, you can enjoy your future, your way.
Warrick & Megan | Tauranga
Client Testimonial
"We have found the team at G3 to be extremely professional and efficient. Charlene took the time to really understand our situation so that she could tailor a solution to match our circumstances. Her proposal was outlined in an easy to follow manner which helped us to make informed decisions.
We would absolutely recommend Charlene and her team."