We specialise in providing Peace of Mind

Foundation Financial Group are here to ensure you have a solid financial foundation, to protect you, your family, and your business or farm should the unexpected happen.

We understand every person and situation is unique. By listening and designing a personalised risk management strategy for your unique set of circumstances and needs we are able to use products customised to protect you and the key people in your life. Very simply, “If you, your family, or your business partners, were affected by disability, illness or untimely death we will ensure you have the financial resources available to provide: Cash-flow, Control and certainty”.

As Registered Financial Advisers, Foundation Financial Group are committed to helping you secure your financial future, by providing sound advice, as well as holistic and comprehensive insurance, mortgage, KiwiSaver and ACC solutions for individuals, families, tradesmen, businesses and farmers.

Our experience enables us to help you identify impacting events that exist within your business and within your family and tailor solutions specific to your needs.

Professional Indemnity

In line with industry standards Foundation Financial Group holds Professional Indemnity Insurance Cover through IAG New Zealand Limited. This insurance provides protection to our clients for negligence, misrepresentation and inaccurate advice.

Complaints Process: If for any reason you are dissatisfied with the service or advice you have received from Foundation Financial Group we will ensure that your concern is dealt with promptly and fairly. An initial complaint can be sent to admin@foundationfinancial.co.nz