Velocity Financial

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Velocity Financial Life is connected. Your financial advice should be too. Your family. Your business. Your home. Your future. We're not here for the five-minute conversations.

We help individuals, families, businesses and impact organisations bring mortgages, insurance, KiwiSaver, investments and planning together to make confident financial decisions. At Velocity Financial, we help individuals, families, businesses and impact sector organisations make confident financial decisions by looking at the bigger picture. From mortgages, insurance and KiwiSaver to investments, business services and retirement planning, we bring your financial world together under one roof. Because financial decisions don't happen in isolation, and neither should the advice behind them. Whether you're buying your first home, growing a business, preparing for retirement, or navigating life's many milestones, we're here to support you at every age and stage. We're here for the long-term relationships that help you achieve what matters most. Book a complimentary consultation with one of our advisers today:

www.velocityfinancial.co.nz

💚 Our goal is simple: every person better off after a conversation with us.



Our content is intended as general information only and does not take your personal circumstances into account. Before making financial decisions, please speak with your adviser and read our disclosure online:

https://www.velocityfinancial.co.nz/about/disclosure-statement

Just because someone has thousands of followers doesn't mean their investment advice is right for you.Financial influenc...
14/10/2026

Just because someone has thousands of followers doesn't mean their investment advice is right for you.

Financial influencers can be a useful source of information, but it's important to understand what's behind the recommendation.

Are they qualified? Are they being paid to promote something? And most importantly, does the investment actually suit your goals and circumstances?

As part of World Investor Week, we're sharing a few reminders to help Kiwis make more informed investment decisions.

Swipe through for four things worth checking before following a finfluencer's recommendation.

And if you're unsure about an investment opportunity, our advisers can help you look at the bigger picture.

*Disclaimer: This post is intended as general advice. Always talk to your adviser about your own situation.
Read our disclosures: velocityfinancial.co.nz/disclosure-statement

AI can help you research investments, understand financial terms and explore your options. But should you trust it to te...
12/10/2026

AI can help you research investments, understand financial terms and explore your options. But should you trust it to tell you where to put your money?

Not without asking a few more questions.

While AI can be a useful starting point, the information it provides isn't always accurate, complete or suited to your personal circumstances.

And when it comes to investing, your goals, timeframe and comfort with risk all matter.

As part of World Investor Week, we're encouraging Kiwis to be curious, ask questions and check the information they're relying on.

Swipe through for a few things worth considering before acting on investment advice from AI.

And if you'd like a second opinion, our team can help you make sense of your options.

*Disclaimer: This post is intended as general advice. Always talk to your adviser about your own situation.
Read our disclosures: velocityfinancial.co.nz/disclosure-statement

“I joined KiwiSaver years ago, so I’m sorted.”It’s an easy assumption to make. You joined, contributions are going in, a...
09/10/2026

“I joined KiwiSaver years ago, so I’m sorted.”

It’s an easy assumption to make. You joined, contributions are going in, and your balance is growing. Job done, right?

Not necessarily.

The fund you were placed in years ago may not still suit your goals, timeframe, attitude to risk or what matters to you when it comes to where your money is invested.

And as your life changes, what’s right for your KiwiSaver can change too.
So rather than simply setting and forgetting it, it’s worth checking in every now and then to make sure your KiwiSaver is still working towards your goals.

Can’t remember the last time you reviewed yours? Have a chat with the Velocity team.

*Disclaimer: This post is intended as general advice. Always talk to your adviser about your own situation.
Read our disclosures: velocityfinancial.co.nz/disclosure-statement

Sometimes the biggest difference starts with one conversation.This client thought their KiwiSaver was sorted. They were ...
07/10/2026

Sometimes the biggest difference starts with one conversation.

This client thought their KiwiSaver was sorted. They were contributing, receiving employer contributions and getting the annual government contribution. It wasn’t until a conversation with a financial adviser that they discovered their fund wasn’t as well aligned with their goals, timeframe or values as they thought.

A review led to some important changes, and today their KiwiSaver is in a very different position.

It’s a good reminder that having KiwiSaver and regularly contributing to it doesn’t necessarily mean you should simply set and forget it.

When did you last check whether your KiwiSaver still suits where you’re heading?

Swipe through to read the story, and if it gets you thinking about your own KiwiSaver, have a chat with the Velocity team.

*Disclaimer: This post is intended as general advice. Always talk to your adviser about your own situation.
Read our disclosures: velocityfinancial.co.nz/disclosure-statement

What does a financial adviser actually do?We asked a few of our advisers what people might not realise about their job, ...
05/10/2026

What does a financial adviser actually do?

We asked a few of our advisers what people might not realise about their job, and it turns out there's quite a bit happening behind the scenes.

For Simon, it's the variety. He works with people all over New Zealand, from first-home buyers through to retirees, each with their own stories, goals and challenges.

Tully points to the amount of research that can sit behind a recommendation, particularly when it comes to managed funds. That can mean keeping an eye on markets, global events and what's happening on the other side of the world.

For Jared, it's how much advisers can actually help with, and how well they get to know their clients along the way. Finances, personal goals and future plans can all be part of the conversation.

And Giovana summed it up simply: every client's situation is different. That's what keeps the job interesting.

So, what does a financial adviser do? Listen, research, ask questions, understand the bigger picture and help you make informed decisions about your finances.

Got a question you've always wanted to ask a financial adviser? Send it our way. It might just become our next FAQ.

When they’re not talking finances with clients, here’s what our advisers are reading and listening to. We asked the Velo...
01/10/2026

When they’re not talking finances with clients, here’s what our advisers are reading and listening to.

We asked the Velocity team what's currently keeping them informed or inspiring their work, and the answers ranged from podcasts and market updates to newsletters...

Swipe through to see what's on Simon, Tully, and Jared’s lists.
And we're always looking for new recommendations. What's one podcast, newsletter or book you think is worth checking out?

Think you need a 20% deposit before you can even start thinking about buying your first home? You might have more option...
30/09/2026

Think you need a 20% deposit before you can even start thinking about buying your first home? You might have more options than you realise.

Depending on your circumstances, buying with a smaller deposit may be possible. The key is understanding what options are available to you, and what buying at a lower deposit could mean for your mortgage.

Before you spend another year trying to reach that 20% number, it could be worth having a conversation with an adviser to see where you actually stand.
You might be closer than you think. https://www.velocityfinancial.co.nz/contact

✨ Good financial advice just got even easier.⁠⁠We're excited to launch our new website, designed to make it simpler to f...
29/09/2026

✨ Good financial advice just got even easier.⁠
⁠
We're excited to launch our new website, designed to make it simpler to find the information, resources, and support you need to make confident financial decisions.⁠
⁠
Whether you're looking to buy a home, grow your KiwiSaver, protect your family, build long-term wealth, strengthen your business, or support your organisation's financial future, you'll find more guidance, resources, and ways to connect with our team.⁠
⁠
Take a look around and let us know what you think.⁠
⁠
🌐 velocityfinancial.co.nz⁠
⁠

Clear communication can make a big difference, especially when you’re making decisions about insurance and your wider fi...
23/09/2026

Clear communication can make a big difference, especially when you’re making decisions about insurance and your wider financial plans.

A big thank you to Maggie for this lovely feedback about Simon and the Velocity team. We’re so pleased we could help make the process straightforward and find cover that worked for her needs and budget.

We really appreciate the trust, Maggie, and look forward to continuing to support you.

Address

38 Vivian Street
Wellington
6011

Opening Hours

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

Telephone

+64800448879

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