Modern.
Financial Advice
Plan Ahead and Protect Your Future
Cover Made Easy
Your situation is unique and requires solutions tailored for you. Take care of tomorrow, so you can enjoy today with confidence.
Financial Planning
At Modern Financial, we create tailored strategies to help you achieve your goals and secure your future. Whether planning for retirement, managing cash flow, or building wealth, we’ll provide clarity and direction. Ready to take charge of your financial journey?
Smart Solutions
Life Cover
How will your loved one's fair financially if you die? Life Insurance pays a lump sum or fixed monthly amount to your spouse or family members should you pass away.
Health Cover
Health insurance is a policy that covers the costs of private healthcare, from diagnosis to medical treatment. It's your ticket to treatment without the wait, meaning you can recover faster.
Income & Mortgage Cover
Covers a portion of your income or mortgage if injury or illness prevents you from working, ensuring financial security for you and your loved ones.
KiwiSaver
More than a retirement plan, KiwiSaver helps you achieve long-term financial goals. At Modern Financial, we simplify it so you can maximize contributions, investments, and fund choices.
Business Cover
Protect your business with insurance options for key people, shareholders, or critical illnesses, and create a tailored succession plan.
Investments
Grow your wealth with tailored strategies that align with your goals and risk tolerance. Start your journey to financial independence with Modern Financial.
Trauma & Total Disability Cover
Provides a lump sum for serious illness or permanent incapacity, easing financial stress during recovery.
Why
Us
Expert advice
We are financial planning experts, partnering with you every step of the way to ensure you, your family and your business are protected.
Value for money
Save time, stress less and get the best value for your money. There are no extra charges beyond the cost of your insurance and investment fees to work with us. We will help find you the right financial products, so you can get on with doing what really matters.
Our Partners
We've got the best of the best insurance and investment companies in New Zealand working for you. There are heaps of providers out there, and we’ve carefully selected the best, so you can have peace of mind.
Contact
Us
Our Phone No.
+64 21 270 7255
Our Location
27 Fincham Road, Raumati Beach, Paraparaumu 5032.