Financial Adviser on the North Shore
Making smart financial decisions on the Shore shouldn’t feel overwhelming.
Take control of your financial future. Book your free, no-obligation consultation with a North Shore financial adviser; let’s talk about where you are, where you want to be, and how we’ll help you get there.
Why Choose Our Advisers for North Shore Financial Planning?
Our team serves clients throughout Auckland, with extensive experience working with North Shore families, professionals, and business owners.
We understand the local property market, the lifestyle priorities of North Shore residents, and the financial considerations that matter most to families and professionals in this region. Our mortgage advisers work with a broad panel of New Zealand banks and lenders, giving us the flexibility to find solutions tailored to your circumstances, whether you’re on the Shore, in the city, or seeking a mortgage broker in West Auckland.
Our North Shore Financial Services
Mortgage and Home Lending Advice
Navigating the North Shore property market requires more than just finding a competitive interest rate.
Whether you’re a first home buyer trying to break into the market, looking to upgrade to a larger family home, refinancing to secure better rates, or building an investment property portfolio across the Shore, we guide you through every step.
If you’re looking for a mortgage broker in South Auckland, our expertise extends across Auckland and throughout the wider region.
Insurance Protection
Life is unpredictable, yet insurance is often overlooked or undervalued until it’s too late. The right insurance protection ensures that your family, home, and financial future remain secure no matter what happens.
Our financial advisers on Auckland’s North Shore sit down with you (in person or remotely) to understand your situation, explain your options clearly, and help you make informed decisions about the protection that’s right for your family and your stage of life.
Investment and KiwiSaver Management
Building wealth isn’t just about earning more; it’s about making your money work smarter for you.
By empowering you with knowledge, we help you choose the right KiwiSaver fund for your age, goals, and risk appetite and understand how it fits into your broader financial strategy.
About Innovest: Meet Your North Shore Financial Advisers
Since 2006, Innovest has been on a mission to empower New Zealanders and new arrivals to New Zealand to achieve financial freedom through honest, value-based advice that puts clients first. We were founded with a simple but powerful belief: that financial advice should be accessible, transparent, and genuinely focused on client outcomes.
Our advisers come from diverse backgrounds and speak multiple languages, reflecting New Zealand’s wonderfully multicultural population. When we say “we speak your language,” we mean it both literally and figuratively. Whether English is your first language or you’re more comfortable discussing complex financial decisions in your native tongue, our team is here to help.
Financial freedom starts with a conversation. Book a no-obligation consultation with one of our advisers for financial planning on the North Shore. We also serve clients across Auckland, including those looking for a mortgage broker in East Auckland.
We’ll meet you, listen to your story, and show you what’s possible when you have the right financial partner in your corner.
Frequently Asked Questions
Nothing, our North Shore financial services are completely free. We earn commission from the banks, insurers, and providers whose products we recommend, meaning you receive expert guidance without paying.
Even after your mortgage settles or policies are in place, we remain available at all times at no additional cost.
While our office is based in Penrose, we meet our North Shore clients wherever is most convenient for them.
Whether you need a financial planner in Albany or prefer to meet at your home, a local café, or via video call, we adapt to what works best for you.
Yes, absolutely. We serve clients throughout the wider Auckland region.