Financial advice

At Affinity + Co our ultimate goal is to help you create the best worry-free future possible for yourself and your loved ones. So insurance isn’t all we offer. By thinking holistically and integrating our services and expertise, we can help you find other experienced partners to achieve those big life milestones with personalised advice on KiwiSaver, mortgages and investments, all the while protecting your wealth and wellbeing as you go along.

Do something today that your future self will thank you for and talk to us.

Financial advice

At Affinity + Co our ultimate goal is to help you create the best worry-free future possible for yourself and your loved ones. So insurance isn’t all we offer. By thinking holistically and integrating our services and expertise, we can help you find other experienced partners to achieve those big life milestones with personalised advice on KiwiSaver, mortgages and investments, all the while protecting your wealth and wellbeing as you go along.

Do something today that your future self will thank you for and talk to us.

Financial advice

At Affinity + Co our ultimate goal is to help you create the best worry-free future possible for yourself and your loved ones. So insurance isn’t all we offer. By thinking holistically and integrating our services and expertise, we can help you find other experienced partners to achieve those big life milestones with personalised advice on KiwiSaver, mortgages and investments, all the while protecting your wealth and wellbeing as you go along.

Do something today that your future self will thank you for and talk to us.

KiwiSaver
We know how to help you better understand KiwiSaver so you can make an informed decision about which is the best fund type and provider for you to grow and achieve your retirement savings goals. There are many different options to consider, each with pros and cons for your unique circumstances. And while past performance may be one possible indicator, we can help you find an experienced, knowledgeable partner to look deeper into the types of investments being made on your behalf and how the fees you’re being charged could be affecting your balance’s progress.

Mortgages
First home or forever home, or even an investment property, as your life changes with time, so do your mortgage needs and your ability to make repayments. We can put you in touch with an appropriate partner to help you find the mortgage that suits you and your lifestyle. For first timers, it could help finding a repayment plan that works with your budget and assess if you are eligible for certain grants to help build a deposit. If you’ve owned property for a while, you may want to consider if and when to refinance and how to structure your mortgage to best suit you. Or, you could take advantage of your asset and consider topping up your mortgage to finance something else.

KiwiSaver
We know how to help you better understand KiwiSaver so you can make an informed decision about which is the best fund type and provider for you to grow and achieve your retirement savings goals. There are many different options to consider, each with pros and cons for your unique circumstances. And while past performance may be one possible indicator, we can help you find an experienced, knowledgeable partner to look deeper into the types of investments being made on your behalf and how the fees you’re being charged could be affecting your balance’s progress.

Mortgages
First home or forever home, or even an investment property, as your life changes with time, so do your mortgage needs and your ability to make repayments. We can put you in touch with an appropriate partner to help you find the mortgage that suits you and your lifestyle. For first timers, it could be help finding a repayment plan that works with your budget and assess if you are eligible for certain grants to help build a deposit. If you’ve owned property for a while, you may want to consider if and when to refinance and how to structure your mortgage to best suit you. Or, you could take advantage of your asset and consider topping up your mortgage to finance something else.

After further information?

Get in touch for an obligation free conversation with one of our advisors

Contact us
After further information?

Get in touch for an obligation free conversation with one of our advisors

Contact us
Lucia & Dean Talbot
Talbot Security Ashburton

“We have been working with Affinity+Co for a couple of years now and have found they go above and beyond for their clients. Communication is excellent and nothing is a problem. The wealth of knowledge is exceptional and they are always available to us to give advice when we need it.”

“Working with Corey and the team we know we are well protected and have no hesitation in recommending Affinity to anyone.”