Client-focused financial advice
Fairhaven Wealth is an independent financial advice business. We are based in Christchurch but service clients throughout New Zealand. We provide financial planning services, including lifestyle and retirement planning; advice in relation to wealth creation and investment; insurance and risk advice; and KiwiSaver advice.
What makes us different
Our business model is world-class in terms of aligning our interests with our clients. We are independent from financial product issuers and brokerage service providers. We do not have any incentive to sell financial products or a particular strategy to you.
We go a step beyond other independent, "fee-based" financial advisers, because we do not charge fees calculated as a percentage of your assets. We charge fixed fees. Most one-off advice we provide costs less than $1,000 (including GST). Click here for more information about fees.
We are are also unique because our business is about providing advice only. We provide advice that clients can implement themselves. As well as giving clients more control, this enables us to charge lower fees than other advisers.
Every time we provide advice, we follow the "friends and family" rule. The advice we give to you is the same advice we would give to our friends and family members.
And we listen. Every client has different needs, and we tailor our advice to each and every client.
To get a feel for Fairhaven Wealth's ethos, download a copy of Sonnie's book WEALTH: Simple Tips for Savvy Kiwis, by clicking on the image below.
Contact us for a free, no-obligation meeting or discussion. Call us on 03 421 5764 or complete the following form.
We can work with clients in person and via phone/Skype. We can also meet/talk during evenings.