Wealth Management

Investments

Mortgages

General Insurance

Life Insurance

KiwiSaver

Retirement Planning

Financial Wellbeing

Business Strategy

Your partner in

At Enrich, we’re not just another financial advice provider—we’re dedicated, highly trained professionals with large ambitions. Our vision is to enrich the lives of our clients through our full-service approach, creating a unique and personalized experience every step of the way.

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Our goal is simple: to make your life better

Whether it’s planning for the future, managing your wealth, or navigating financial challenges, the team at Enrich Financial is here to support you every step of the way.

We believe in building strong, trusting relationships with each of our clients. Your confidence is our top priority, and we work hard to every day earn it.

With our team of experienced advisors, we cover all aspects of financial advice, meaning that we’re equipped to handle whatever comes your way. From retirement planning to investment strategies, we’ve got you covered.

Ready to take the next step? Let’s chat. Whether you’re a large corporation or an individual investor, we’re here to help you succeed.

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Our goal is simple: to make your life better
Investment Needs Nurture

Investment Needs Nurture

We believe great investing is like great parenting – when an investment is born the nurturing begins, and as skilled parents Enrich advisers help shape those infants into healthy, mature investments.

Before you invest, seeking advice from industry professionals is key. With Enrich, you benefit from our quality experience and thorough research, helping you make the best decisions for your financial needs.

Once you’ve received our advice, we don’t stop there. We stay attentive and focused, monitoring your investment progress and market changes closely.

As your needs evolve, our regular reviews and swift responses ensure your investments adapt alongside you.

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General Insurance Tailored to You

At Enrich, our General Insurance (GI) team is dedicated to delivering top-notch insurance solutions for both domestic and commercial needs.

We don’t just offer single policies; we take the extra steps to thoroughly understand and address all aspects of your needs. Whether it’s personal, professional, or business risk, we’re committed to mitigating it as much as possible.

We’re all about the details. We live and breathe them every day, ensuring that the products we provide align perfectly with your specific requirements.

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General Insurance Tailored to You
Mortgages and Finance Made Simple

Mortgages and Finance Made Simple

At Enrich, we specialize in matching the perfect lenders with the perfect homeowners. With our wealth of experience, we work with multiple lenders across various tiers to secure the best outcomes for our clients quickly and transparently.

Our expertise extends beyond mortgages to consumer credit lending. We provide comprehensive advice across multiple tiers, helping you navigate obligations and optimize your financial performance.

For more complex requirements, our team collaborates seamlessly with other professionals to ensure every aspect is considered for the best possible outcome.

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Wealth Management

At Enrich, we understand that while wealth alone may not buy happiness, it does afford choices – and having options is crucial for happiness.

Our team of wealth management experts is here to guide you. We carefully assess your current situation and future aspirations, offering tailored recommendations to help you get from A to B.

We also explore avenues you may not have considered, in case we can enable you to get from A to Z.

Enrich Financial’s objective is to provide excellence in our client outcomes, on repeat.

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Wealth Management
KiwiSaver

KiwiSaver

As New Zealand’s population ages and more Kiwis are living longer, better management of financial welfare into their retirement is becoming increasingly vital, especially as contemplation of raising the retirement age edges ever closer to becoming reality.

We are committed to excellence in helping our clients enter into and maintain their KiwiSaver portfolios as they age, making adjustments along the way to ensure that as their needs change, their investments change along with them.

Enrich Financial shares our collective knowledge, empowering you to make educated and well-reasoned decisions about reaching your future financial goals.

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Retirement Planning

Increases to the cost of living affect us all, but especially those of us no longer working and who are reliant on government controlled superannuation to make ends meet.

This doesn’t have to mean that our clients should feel forced into continuing in the workforce or reduce their expectations, as early planning for retirement can allow a high quality standard of living when reached.

The Enrich team work closely with you to understand your expectations in retirement and continue nurturing our special relationship to ensure milestones are reached along the journey and enhanced when possible.

Increases to the cost of living affect us all, but especially those of us no longer working and who are reliant on government controlled superannuation to make ends meet.

This doesn’t have to mean that our clients should feel forced into continuing in the workforce or reduce their expectations, as early planning for retirement can allow a high quality standard of living when reached.

The Enrich team work closely with you to understand your expectations in retirement and continue nurturing our special relationship to ensure milestones are reached along the journey and enhanced when possible.

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Retirement Planning
Life Insurance

Life Insurance

At Enrich, our expert advisors know the ins and outs of the insurance policies we offer. By listening to your needs and considering your personal situation, we provide recommendations that fit you perfectly.

We don’t just set it and forget it. We regularly check your policy to make sure it still works for you, updating it if needed. This way, you and your loved ones always have the protection you need.

And if you need more than just life insurance, our team is here to help with whatever you need. At Enrich, every time you talk to us, we aim to give you an excellent experience, making sure you’re well looked after.

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Financial Wellbeing

At Enrich, we’re all about people. We’re dedicated to delivering outcomes that improve your life and the lives of those you care about. We put in the hard work to make sure we get results.

When it comes to your Financial Wellbeing, we don’t believe in a “set and forget” approach. We assess where you’re at right now, figure out how we can make things better, and offer recommendations that can positively impact your future financial health.

We regularly check in with you, reassess your situation, and guide you towards the best financial practices to keep you on track.

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Financial Wellbeing
Strategic Business Advice

Strategic Business Advice

Our Business Adviser team are constantly analysing markets both nationally and globally, ensuring that strategic recommendations we provide to our commercial clientèle are as proactive as practicable.

Insight like this leads business’ to become market leaders and our adviser integration policy seeks to forge the Business to Adviser relationship into a seamless, trusted collaboration between like minded industry professionals.

By operating with this vision, we become best positioned to advise not only your business interests, but your personal interests also. We are wholly invested in the business of enrichment.

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