Phoenix Financial Consultants Limited is a privately owned and independently operated financial services company.

Phoenix Financial can take care of your home loans, personal and business loans, all insurance products, and provide Kiwisaver class advice.

Centrally located in West Auckland and covering the Auckland region, Phoenix Financial has accreditation from major lenders, finance companies, insurance companies, and a Kiwisaver provider.

You can be assured of receiving superior customer service, combined with high ethical standards.  We will work for you as individuals, not for big institutions, standing side-by-side with you when you are in need; taking care of your family when you are unable to. Our services are mostly free of charge.

Open seven days a week

Your phone calls, messages, and emails are important to us and your questions will be fully answered.

More importantly, our advisers are not working alone, they are supported by a group of professionals and specialists.  When you are in need, we can help you as a group.  Advisers can communicate with you in English and Hindi.  All enquiries are welcome.

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Six Step Process

Phoenix Financial has a duty of care in ensuring the solutions we provide for you are appropriate for your needs. 

1. We will provide you with our disclosure statement(s) to give you enough information about our self and the services we offer, to enable you to make an informed decision on whether to engage us as your adviser.
2. We gather personal and financial information about you, as well as obtaining your goals and objectives, and understanding your tolerance to a variety of risks. We will ask a lot of questions about you, in order to have enough information to provide appropriate recommendations.
3. We analyse the information you have provided and research appropriate solutions for your needs.
4. We will present back to you a written report, detailing in full my recommendations of solutions that we believe will best suit your needs, objectives and financial situation.
5. If you decide to proceed with our recommendations, we will assist you in implementing the solutions you have selected.
6. To be effective, the solutions we recommend to you need to be reviewed on a regular basis to ensure they continue to meet your needs as your situation changes. We will offer you a review of the implemented solutions on an annual basis, and make changes where appropriate.