New Zealand Financial Planning
37 Reviews
- Friday9 am–4:30 pm
- SaturdayClosed
- SundayClosed
- Monday9 am–4:30 pm
- Tuesday9 am–4:30 pm
- Wednesday9 am–4:30 pm
- Thursday9 am–4:30 pm
About the Business
New Zealand Financial Planning | Your Financial Wellbeing | Financial wellbeing can mean different things to different people. We know that you're unique and our financial planning for you is too.
Contacts
Website
Call Us
+6444992177
Level 7/11 Chews Lane, Wellington Central, Wellington 6011
Hours
- Friday9 am–4:30 pm
- SaturdayClosed
- SundayClosed
- Monday9 am–4:30 pm
- Tuesday9 am–4:30 pm
- Wednesday9 am–4:30 pm
- Thursday9 am–4:30 pm
Features
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Toilets
Recommended Reviews
David Lightfoot
03.10.2023
New Zealand Financial Planning
Callum Forbes has helped us put the finishing touches to our financial plan. In particular, as we are relatively new to investing, Callum listened to what we wanted from an investment portfolio, and was able to tailor the financial plan he produced for us in a way that met those requirements, whilst drawing on his expertise in the market. Callum is easy to deal with, helpful, and knowledgeable.
Raymond Gabites
23.09.2023
New Zealand Financial Planning
Callum did a great job with our Insurance’s. I was particularly impressed with how he worked with our budget and gave us the right level of insurance for our needs. He helped us with other policies even when he received no fees for this which just shows his integrity. Nothing was too much and I know he will be there to help us if we ever need to claim.
Mamari Stephens
21.08.2023
New Zealand Financial Planning
Callum was very helpful in advice and ideas when setting up investment accounts for my mum's grandkids after her passing. His advice was practical, not pushy, and helped at a time of considerable stress. He is very responsive and professional.
Craig Wheeler
08.08.2023
New Zealand Financial Planning
In recent years Callum has been very helpful with organising my life and medical insurance policies, to ensure I have appropriate cover but arent paying more than I need to. He is both professional and pragmatic. Highly recommended.
max mcCready
27.07.2023
New Zealand Financial Planning
Callum Forbes does what he says he will. As my father was one of Callum's first clients, I have worked with Callum over many years to ensure my parents comfort and security through their ever changing circumstances. I highly recommend Callum for the peace of mind and expertise he has provided our family over the years.
Feija van Bokhoven
24.07.2023
New Zealand Financial Planning
We used Callum for an insurance review. We were impressed by his service, the easy to understand way he presented his findings and the thoroughness of his advice. Callum recommended we stay with our own insurer and make tweaks to the different policies that better suited our current circumstances. We paid a very reasonable fee for his service.
Gavin Beattie
21.07.2023
New Zealand Financial Planning
Callum has been my adviser for a number of years now and I have always valued his sound and practical financial advice as my personal circumstances have changed. This started from when we had three children to support and a mortgage to manage, and now continues following my recent move from full-time employment to independent contracting.
Laura Hogg
21.07.2023
New Zealand Financial Planning
I approached Maree Gordon for some advice some years ago and have circled back a few times since. Maree is focused on helping women achieve financial sustainability, so she's warm, easy to speak to and has a practical grip on the reality of financial demands in day-to-day living. Her advice is sound, supportive and pragmatic, and she really puts the needs and personality of you and your financial goals front and centre, meaning you feel like you're getting an entirely personalised service in all of your dealings with her. An absolute pleasure to deal with - I highly recommend!
Gloria Kowalczyk
21.07.2023
New Zealand Financial Planning
Our meeting with Callum Forbes was extremely helpful and informative. Callum gave us professional advise on working through our financial plans going forward into the future. He gave us realistic options and answered any concerns that we had in a down to earth manner. We will be keeping in touch with Callum and will be using his knowledge and expertise in handling our future finances. We highly recommend him.
Alex McGregor
19.07.2023
New Zealand Financial Planning
Callum has been assisting us for multiple years now with our finances as we move ever closer to retirement. We have been impressed by the professional and speedy service we get with all of our money matters. Highly recommended.
Add Review
Map
Level 7/11 Chews Lane, Wellington Central, Wellington 6011
New Zealand Financial Planning