Protect Today, Invest for Tomorrow
Advice tailored for you
At Precision Financial, we help everyday Kiwis make confident financial decisions. Our team provides trusted advice across insurance, investments, and KiwiSaver to help you protect what matters most and plan for a secure future.
We appreciate that every family’s situation is different, so we spend time to understand your circumstances, goals, and what's most important to you and your family.
With years of experience in New Zealand’s financial services industry, we combine local knowledge with global expertise to deliver personalised strategies that fit your goals and lifestyle. We’re here to simplify the complex, support your journey, and give you peace of mind about your financial future.
Personal Insurance
Personal insurance provides tailored and reliable protection for individuals and families when unexpected events impact health, income, or long-term wellbeing.
Appropriate cover supports your long-term financial security and quality of life by safeguarding income, providing essential financial support, and enabling timely access to healthcare when required.
We partner with New Zealand’s leading providers to offer clear comparisons and impartial advice across key cover types, including Life, Trauma, Total and Permanent Disability, Income Protection, and Health insurance.
KiwiSaver
KiwiSaver is New Zealand’s work based savings scheme designed to help you build long-term financial security, whether that means preparing for retirement or purchasing your first home.
With a range of flexible investment options, KiwiSaver grows your savings in a way that supports the life you have now and the future you’re planning for.
We provide in-depth research and expert advice to ensure your chosen fund and provider aligns appropriately with your goals, time horizon, and risk profile.
Managed Investment Funds
Managed investments provide a flexible and diversified way to build wealth alongside your KiwiSaver savings, helping you progress toward your financial goals with greater choice and control. These investment solutions allow you to access a wide range of asset classes matched to your preferred level of risk and investment horizon.
While KiwiSaver is a strong foundation for retirement and first home planning, managed investments can enhance your long-term strategy by offering unrestricted access to your funds, tailored portfolio construction, and opportunities for broader growth. This combination enables clients to plan for milestones such as education costs, future income needs, wealth accumulation, and long-term financial security.
We provide structured guidance, research, and advice to ensure your investment portfolio aligns with your goals, risk profile, and timeline helping you build a resilient, well balanced wealth strategy beyond KiwiSaver.
Contact Us
Whether you’re exploring your options for the first time or reviewing your existing plan, get in touch for a no obligation chat. We’re here to help.