Our Story

Since 2008, our full-service offerings have helped New Zealanders like yourself secure their future through sound advice and tailor-made services across Insurance, KiwiSaver and Mortgages.

Regardless of what stage you’re at in life or what goals you’re chasing, our team of passionate financial advisers will put you in a position to succeed.

Our values

At Haven, we believe the best way to make a real and tangible difference is by changing the way we do business and how we provide our clients with advice. Our different approach to financial advice is driven by our core values, which shape how we provide the financial advice you require.

Integrity

How we do things is just as important as what we do.

Discipline

We do the right thing for you, not just for now, but for the long term.

Excellence

Demonstrating initiative is our competitive advantage.

Find an adviser near you

We have advisers across the country

WhangareiAucklandPukekoheWaikatoHamiltonCambridgeTaurangaRotoruaHawkes BayPalmerston NorthWellingtonTasmanNelsonChristchurchWanakaQueenstownDunedinInvercargill

What our clients say
Our clients often provide us with fantastic feedback on our services. Take a look at what they have to say.

Ranz did a great job managing the customer experience aspect of the whole engagement process. I was well…
Ranz did a great job managing the customer experience aspect of the whole engagement process. I was well informed of the details of the proposed products which enabled me to make informed decisions.
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Mohammed
One thing that I believe separates a salesperson from a true adviser is that a true adviser will…
One thing that I believe separates a salesperson from a true adviser is that a true adviser will not sell a client a product if it is not the best option for them even at the advisers cost or loss of commission. Andy has shown me this by not trying to move my insurance as he felt that the company that I was with was actually the best for me.
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NJ
I am so thankful that I had someone as personable and knowledgeable as Glen taking charge of my…
I am so thankful that I had someone as personable and knowledgeable as Glen taking charge of my care. I just stopped worrying about any financial issues, and continued to contact Glen whenever I needed to. And he never let me down.
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James
The thing that stands out with Sky is that she really cares about her clients, you are not…
The thing that stands out with Sky is that she really cares about her clients, you are not just a number or a paycheck, she wants to get you the best cover at the best price.
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Amber
Phil was very engaging - explaining to me what I already had in place and how to better…
Phil was very engaging - explaining to me what I already had in place and how to better work my insurance to my advantage. He was an attentive listener and very non-judgemental in his approach.
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Shelley
Sky was flexible and accommodating fitting us into her calendar. She kept us updated the whole way through…
Sky was flexible and accommodating fitting us into her calendar. She kept us updated the whole way through the process, and was great at explaining everything we wanted to know, and some things we didn't realise we needed to know too!
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Francis and Zara
Chequil was equipped with whatever info we needed and gave good advice very appropriate to what we asked...
Chequil was equipped with whatever info we needed and gave good advice very appropriate to what we asked. She made sure that our application was well taken care of.
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Jennylyn
Richard considered our personal, insurance and investment needs, then offered us options...
Richard considered our personal, insurance and investment needs, then offered us options. He was also very accommodating and understanding.
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Leigh

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