Aspire to Inspire
We are a boutique financial advice provider with grand aspirations.
Our vision is to Enrich our clients lives through our full-service strategy, by nurturing an environment where any single approach to Enrich results in the widest ranging consideration and a truly unique customer experience.
We believe the relationship between Enrich and each single client is imperative. Trust is hard to earn and easy to lose, and we make every effort to ensure such trust is well placed and flourishes.
By sourcing specialist, experienced financial advisers and support in all areas of our industry we cater for the full range of financial advice, and we excel at ensuring that as our clients needs and markets change, so do the solutions we provide.
Enrich aspires to provide exceptional client service and attention to detail, so we may inspire our clientèle to reach their goals whether they are a multi-national or an individual.
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 our clients invest they seek the advice of industry professionals to help make the best decisions for their financial needs based on quality experience and sound investigative research principles. They choose Enrich because after such advice has been given, we maintain our attention and focus.
Enrich Advisers monitor our clients investment progress and the markets, and as their needs change, regular reviews and rapid responses help those investments change with them.
General Insurance
The Enrich GI team are committed to the provision of superior general insurance products both domestic and commercial.
We will supply single policies, but go the extra distance to ensure we are considering all aspects of our clients needs and mitigating your potential individual, professional and business risk as much as possible.
We thrive on the details. We eat them for breakfast, lunch and dinner every day of every week, so we know the products we provide our clients match their specific requirements.
Mortgages and Finance
Enrich is experienced at fitting the right Lenders with the right Home-owners. We deal with multiple Lenders in multiple tiers and work to provide the best outcome in a timely, transparent manner to our clientèle. We learn the nuances, and deliver tailor-made outcomes.
Our team can also provide advice on consumer credit lending across the multiple tiers and how obligations may affect your financial performance.
Where we are dealing with more complex requirements, our team work harmoniously with other professionals to ensure the outcome takes into account all matters.
Wealth Management
We believe it’s true that Wealth alone can’t buy happiness, but we also believe that Wealth does create choice and the ability to choose is a key ingredient to being happy.
The Enrich team are wealth management experts. We consider our clients position and future goals, providing recommendations to get them from A to B as requested.
We also consider what you may not have thought about 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.
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.
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.
Life Insurance
Enrich’s specialist advisers understand the nuances of the policies we’ve carefully selected to provide, so after listening to our clients needs and considering their personal characteristics, our recommendations will be perfectly tailored.
We’ll review each policy regularly to match any evolving needs prior to each renewal, ensuring the cover which is in place remains the best fit for our clients and their loved ones.
Should you require more than Life Insurance, our team operate seamlessly to provide timely recommendations in other areas. This ensures you are exceptionally well catered for during each Enrich interaction leading to another sublime customer experience.
Financial Wellbeing
Enrich is invested in people. We thrive on providing outcomes which enrich the lives of our clients and those they care for, and we work tirelessly to achieve results.
When it comes to Financial Wellbeing, Enrich does not subscribe to a “set and forget” model. We evaluate our clients current position, understand how we can enhance their situation and provide recommendations that if taken on-board, will positively influence their future financial health.
We regularly revisit, re-evaluate, and refocus you to reinforce your financial health with best practices.
Business Strategy
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.
Choose Enrich Financial
We believe choosing Enrich Financial is a unique pathway to understanding your financial needs and requirements.
We encourage and foster collegiality and personal growth internally to better enable our team to help provide exceptional outcomes for you in time critical situations. We deploy time tested tools and procedures needed to implement our recommendations with sole focus on your present and future goals.
We are passionate about professionalism, providing concise and timely communication derived from quality research and investigation, and in delivering quality tailored outcomes to our clients who place great trust in Enrich to advise them.
If you have the same drive and passion for success that we do, we would like to welcome you to Enrich Financial.
