Experienced Mortgage Broker & Insurance Adviser

Listing #: 979307652
Business name: DUX Financial Services
Location: Lower Hutt
About: Alan specialise­s in quality advice in; Mortgage Finance, Insurance Advice, Kiwisaver, Fire and General, Financial Planning
Services offered: Authorised Financial Adviser able to give advice in all aspects of your financial situation, from Mortgages, Insurance, Kiwisaver, Investment­s etc
Areas serviced: Wellington, Hutt Valley, Porirua & Kapiti Districts.
Availability: Call me any time with questions or to book an appointmen­t.
See my website at www.duxfinancial.co.nz

I have been a Financial adviser since 2003 and provide quality advice in the following areas:

Mortgage Finance: Whether you are a First Home buyer, buying your 2nd house or looking at rental property i can get you the right finance and liaise with all the professionals you need to make sure its a smooth process.

Insurance Advice: Get advice on how to make sure you protect you and your family against the 5 areas of risk with products that fit your needs and budget.

Kiwisaver: Ensure you invest in the right Kiwisaver fund or get advice on how best to use Kiwisaver (or other complying scheme) for your first home deposit.

Financial Planning: If you need advice on saving for goals such as a house deposit, retirement, investments or clearing debt I have a proven process to achieve results.

Asset Protection: Get the right advice and products to protect your house, car, contents and rental property.

I am an Authorised Financial Adviser under the Financial Advisers Act 2008. This means that not only can i give you advice on Mortgages and Insurance but I can advise on Kiwisaver (whether to use it for your house deposit or which fund to use), what investments are right for you, and how to achieve your financial goals.

I am a qualified Financial Planner which means i am able to look at the big picture for you, not just sell you a product.

So give me a call and i will walk you through my systemised process that helps you achieve your goals with no stress and within your budget.

A copy of my disclosure statement is available on request, free of charge.

Contact details

Log in or register to view
service provider's contact details.

Email the service provider

Log in or register to email the service provider.
Expires: Sat 27 Jan, 10:03 pm

100% from 2 reviews.

Add your review    (You must log in to review service providers.)
Alan has helped educate me on how I can achieve financial success, he has shown me how to take care of existing debt without having to borrow more money as well learning to budget correctly and stick to it! He also has advised me on how to best invest my KiwiSaver funds in order to comfortably retire later on down the track. He really sees the whole picture and personalised his service towards me and I believe really cares about his clients. I would have no problem recommending him to others :)
racheyjay (121 121 positive feedback)  Fri 01 Aug
Alan has sorted us out with a great, flexible mortgage, insurance that's cheaper and better than what was provided by my work and general advice that's gotten us in a great position financially. I don't hesitate to recommend him to friends and coworkers.
king88mob (496 496 positive feedback) Address Verified Feb 2017  Wed 18 Apr
Page Views