📍 11 Chews Lane, Wellington Central, Wellington
📍 Address: 11 Chews Lane, Wellington Central, Wellington 6011, New Zealand
📞 Phone: +64 4 499 2177
🌐 Website: nzfp.co.nz
We used Callum for an insurance review. We were impressed by his service, the easy to understand way he presented his findings and the thoroughness of his advice. Callum recommended we stay with our own insurer and make tweaks to the different policies that better suited our current circumstances. We paid a very reasonable fee for his service.
Callum was very helpful in advice and ideas when setting up investment accounts for my mum's grandkids after her passing. His advice was practical, not pushy, and helped at a time of considerable stress. He is very responsive and professional.
Callum Forbes has helped us put the finishing touches to our financial plan. In particular, as we are relatively new to investing, Callum listened to what we wanted from an investment portfolio, and was able to tailor the financial plan he produced for us in a way that met those requirements, whilst drawing on his expertise in the market. Callum is easy to deal with, helpful, and knowledgeable.
Callum did a great job with our Insurance’s. I was particularly impressed with how he worked with our budget and gave us the right level of insurance for our needs. He helped us with other policies even when he received no fees for this which just shows his integrity. Nothing was too much and I know he will be there to help us if we ever need to claim.
Our meeting with Callum Forbes was extremely helpful and informative. Callum gave us professional advise on working through our financial plans going forward into the future. He gave us realistic options and answered any concerns that we had in a down to earth manner. We will be keeping in touch with Callum and will be using his knowledge and expertise in handling our future finances. We highly recommend him.
I approached Maree Gordon for some advice some years ago and have circled back a few times since. Maree is focused on helping women achieve financial sustainability, so she's warm, easy to speak to and has a practical grip on the reality of financial demands in day-to-day living. Her advice is sound, supportive and pragmatic, and she really puts the needs and personality of you and your financial goals front and centre, meaning you feel like you're getting an entirely personalised service in all of your dealings with her. An absolute pleasure to deal with - I highly recommend!
New Zealand Financial Planning is located at 11 Chews Lane, Wellington Central, Wellington 6011, New Zealand
You can contact New Zealand Financial Planning at +64 4 499 2177
You can find directions to New Zealand Financial Planning by following this map link
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