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Your free financial wellbeing check and will kit

Through our partnership with Plunket, you can access a free financial wellbeing check with a Haven adviser, plus receive a free will kit to help safeguard your family's future. It's a simple, valuable step to plan ahead and protect the people you love.

How financial advice helps families

Protect your loved ones

Ensure your family is financially secure with the right insurance cover in place.

Plan for the future

Whether it’s saving for retirement, buying a home, or protection in case the unexpected happens, we help you put a plan in place.

Build a legacy

Planning ahead means ensuring your loved ones are cared for even after you’re gone.

Getting into your own home

Understand your mortgage options and take steps toward home ownership.

Make informed decisions

We provide the knowledge and guidance you need to make confident financial choices.

Keep in step with life’s changes

As your family grows and life evolves, we help ensure your protection keeps up.

Ready to take the first step toward financial wellbeing?

A Haven adviser can help you with

Insurance

We help protect your family’s future by finding the right cover for your budget and needs, ensuring you have support when it matters most.

Mortgages

Whatever stage your family is at, we offer expert, unbiased lending advice to help you find the right home.

KiwiSaver

We help your whole family make the most of KiwiSaver, from setting up accounts for your little ones to making sure you're on track for a secure retirement.

Secure your family’s future.

Book a free financial wellbeing check with a Haven adviser and take the first step toward financial confidence. Plus, receive a free will kit to help protect what matters most.

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