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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Jordan Financial Planning

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Jordan Financial Planning

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jordan Financial Planning, Financial service, 1/134 Queens Drive, Lower Hutt, Wellington.

Jordan Financial Planning are Impartial Financial Advisers, based in Lower Hutt, proud to provide a holistic approach to our clients’ overall financial planning needs.

23/04/2025

🏡 Is Your KiwiSaver Working for Your First Home Goals? 🏡

Your KiwiSaver could be the key to unlocking your first home! If you’re planning to use your savings for a deposit, it’s important to make sure your KiwiSaver is working as hard as you are.

At JFP, we specialise in helping you understand:
✅ If you’re eligible to access your KiwiSaver for your first home
✅ How much you can withdraw
✅ Whether your current KiwiSaver fund aligns with your homeownership timeline

💡 A quick consult can make all the difference! Let us guide you through the process and ensure your savings are optimised for your dream home.

📞 Contact us today to book your consultation and take the next step toward homeownership.

Get in touch today 📞 04 570 2589

🌐www.jfp.co.nz

16/04/2025

🌟 Client Review 🌟

"Jordan Financial Planning has been amazing to work with during our recent property purchase. The level of communication and customer service made us feel like they were our own personal team. Thank you for making this process seamless!"

We’re thrilled to be part of your journey and always strive to deliver exceptional service.

📞 Get in touch today for expert financial advice! 04 570 2589

🌐www.jfp.co.nz

26/03/2025

📈 Maximise Your Business Potential with JFP

From retirement planning to investments and insurance, JFP’s financial solutions help businesses secure long-term success.

Let us help you achieve your business goals.

💬 Contact us today for expert financial guidance! 04 570 2589

🌐www.jfp.co.nz

12/03/2025

📊 Growth Starts with Smart Financial Planning

Whether it’s investment strategies or tax-efficient wealth management, JFP ensures your business can grow with confidence.

Let’s build a solid financial foundation together.

💬 Get in touch for personalized strategies! 04 570 2589

🌐www.jfp.co.nz

05/03/2025

💸 Why did the businessman throw all his money in the river?
He wanted to see his cash flow! 😅

Don’t let your finances get swept away. At JFP, we provide expert financial planning to keep your cash flowing in the right direction.

Let’s talk about securing your business’s future, without the river adventures!

📞 Contact us for a consultation! 04 570 2589

🌐www.jfp.co.nz

20/02/2025

💡 Financial planning and advice aren’t just for the wealthy – they’re for anyone who wants to secure their future. Whether you're planning for retirement, a new home, or your family’s long-term security, good financial planning can help you reach your goals.

Start building your future today with expert advice tailored to you.

📞 Contact us for a consultation! 04 570 2589

🌐www.jfp.co.nz

13/02/2025

💘 This Valentine’s Day, Invest in Your Future!

Love isn’t just about relationships; it’s also about planning for the future. Whether it’s securing your family’s future or growing your business, JFP provides expert financial planning that helps you build a strong foundation for what matters most.

Let’s create a financial plan that makes your heart—and wallet—happy.

📞 Contact Jordan Financial Planning for a consultation! 04 570 2589

🌐www.jfp.co.nz

05/02/2025

🌿 Happy Waitangi Day 🌿

Today, we commemorate the signing of Te Tiriti o Waitangi, a cornerstone of New Zealand's history and identity.

As we reflect on the values of partnership, unity, and growth, we’re reminded of the importance of working together to achieve success.

To our valued business partners and clients, thank you for trusting us to support your financial journey. Together, we’re building a prosperous future for all.

Enjoy this special day with your whānau and community! 💼✨

📞 Contact us today for a consultation! 04 570 2589

🌐www.jfp.co.nz

30/01/2025

✨ Why Transfer Your U.K. Pension to New Zealand ? 🇳🇿

One great benefit: You can transfer your U.K. Pension to a New Zealand Recognised
Overseas Pension Scheme (ROPS) and still keep your funds in Sterling GBP, if you
want!

Other perks include:
✔️ Simplified finances by consolidating in NZ.
✔️ Tax-free benefits (if transferred within four years of arriving in NZ).
✔️ Flexible withdrawals from age 55 (changing to age 57 in 2028).
✔️ Full pension balance goes to your estate, no death duties in NZ.
✔️ Access pension benefits early, if diagnosed with a terminal illness.

Take control of your financial future today! Contact the U.K. Pension experts at
Jordan Financial Planning! 📞 04 570 2589

www.jfp.co.nz

27/01/2025

Retirement isn’t just about stopping work – it’s about starting the life you’ve always envisioned. 💭✨

What will your retirement look like?

Here are a few ideas:
🛫 Travel the world
👶 Spend quality time with grandchildren
💪 Focus on health and fitness
🎨 Take up new hobbies
🤝 Volunteer for charities

Your pension or superannuation is the foundation for this new chapter. Whether you’ve had multiple jobs or been self-employed, understanding your wealth and aligning it with your retirement goals is crucial.

Don’t leave your future to chance. Let us help you build a tailored plan to ensure the lifestyle you’ve worked hard for. Reach out to us today! 📩

🌐www.jfp.co.nz

23/01/2025

💡 What Are Your Financial Goals This Year?

Whether it’s saving for a big milestone, growing your investments, or simply getting your finances in order, now’s the time to make it happen! 💸

📅 Book your discovery meeting today and let’s create a plan for 2025! 📞 04 570 2589

www.jfp.co.nz

20/01/2025

✨ Secure Your Child's Future Today! ✨

At Jordan Financial Planning, we make investing in your child’s education and your family’s future simple and stress-free. Whether it’s saving for education, building wealth, or planning for retirement, we’re here to help.

📊 Our Services:
🛡 Insurance: Protect what matters most.
🏡 Mortgage Advice: Secure your dream home.
💸 Wealth Management: Strategies to grow and preserve your wealth.
💎 Retirement Planning: Plan today for a secure tomorrow.
💼 Kiwisaver: Maximise your retirement savings.
🌐 U.K. Pension Transfer Service: Easy overseas pension transfers.

📚 Why Choose Us?
🔒 Unbiased Advice: Tailored to your needs.
🎨 Custom Plans: Strategies for your goals and risk level.⏳ Ongoing Support: Stay on track with regular reviews.Financial advice isn’t just for the wealthy—it’s for everyone. Let us help you protect your assets and secure your family’s future. 🌟 Let’s Build a Brighter FutureContact us today for a free consultation and start your journey toward financial confidence.

🌐www.jfp.co.nz

Address

1/134 Queens Drive, Lower Hutt
Wellington
5010

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Website

http://www.jfp.co.nz/

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