At G3, we understand that every financial decision carries real meaning for your life. Our financial advice services are designed to give you clarity, confidence, and peace of mind, no matter what stage you’re at. We listen first, then provide practical, tailored solutions that support your personal values and future goals. Our team’s expertise covers everything from investing an inheritance to navigating complex pension transfers, ensuring you have a trusted guide for every key decision.
We work with clients throughout New Zealand, offering flexible support both in-person and online. Whether you’re facing a sudden life change or simply want to take control of your financial future, our mission is to help you feel empowered, informed, and secure.
Get in touch to get financial planning help, from a team of independent financial advisors offering guidance tailored to your circumstances and that puts your interests first.
Financial guidance for life's pivotal moments
Our team works with clients from a wide range of situations, helping them to make smart decisions and make the most of their money.
If you've immigrated to New Zealand after spending a considerable time working overseas, you'll likely have a substantial nest egg in the form of an overseas pension.
We help people decide whether to retain or transfer a UK pension or Australian Super to New Zealand, ensuring that you make the most of your money and comply with all relevant investment and tax regulations.
We help people decide whether to retain or transfer a UK pension or Australian Super to New Zealand, ensuring that you make the most of your money and comply with all relevant investment and tax regulations.
Suddenly receiving a large sum of money, whether through happy or sad circumstances, can be daunting. Our financial advice services are there to support clients through these moments.
We'll help you make initial decisions to give you space and time to think about your long-term options and offer investment advice and financial planning services to help you make the most of your new-found wealth.
We'll help you make initial decisions to give you space and time to think about your long-term options and offer investment advice and financial planning services to help you make the most of your new-found wealth.
Major life changes like divorce can leave you feeling uncertain about your financial future. Our team are here to help you regain stability and confidence, offering step-by-step guidance through every transition.
We offer a compassionate ear and honest insight with practical financial strategy planning that sets you up for the future.
We offer a compassionate ear and honest insight with practical financial strategy planning that sets you up for the future.
If you’re earning well but not sure how to make your money work harder, our wealth coaching is designed for you. We help growth-focused individuals and business owners transform income into long-term security, without sacrificing today’s lifestyle.
We'll help you define what financial freedom means to you and then create a long-term investment strategy that works towards your goals as well as offering retirement planning advice.
We'll help you define what financial freedom means to you and then create a long-term investment strategy that works towards your goals as well as offering retirement planning advice.
Where are you now and where do you want to get to? What are your timeframes for results? We’ll help you define your objectives and plans for a stress free financial future.