Smart Adviser’s cover photo
Smart Adviser

Smart Adviser

Financial Services

Pakuranga, Auckland 265 followers

Live Your Best Financial Life

About us

When it comes to securing your financial future, we know there is a lot for you to think about – which is why so many people are tempted to put financial planning in the “too hard” basket. But we make getting sound financial advice easy. Our holistic approach looks at all areas of your finances – identifying avenues for growth as well as any potential threats to your financial goals and wellbeing. We work collaboratively with you to create a tailor-made financial plan aligned to your goals. Not sure what your goals are? Well, we can help you there too. ************************************* Disclaimer: The information contained in this social media page was prepared by Enlightened Life Limited. While every care has been taken to supply accurate information, it is not intended or implied to be a substitute for professional financial advice and is for general information purposes only. Accordingly, Enlightened Life Limited accepts no responsibility for any loss caused as a result of any person relying on the information supplied. ***A Disclosure Statement is available on request and is free of charge.

Website
https://smartadviser.co.nz/
Industry
Financial Services
Company size
2-10 employees
Headquarters
Pakuranga, Auckland
Type
Privately Held
Founded
2014
Specialties
Mortgage and Debt Management, Investment Planning, KiwiSaver, Personal Insurance, and Business Insurance

Locations

Employees at Smart Adviser

Updates

  • As we welcome the New Year, I want to extend my heartfelt wishes to you and your loved ones. May this season be filled with love, joy, and cherished moments that create lasting memories. Let the holiday spirit embrace you, bringing happiness to your heart. As we bid farewell to the past year, take a moment to reflect on the joyful experiences you've had and look forward to the new opportunities and adventures that await in the coming year. Here's to a future brimming with peace, love, and prosperity for you and your family. Wishing you a Happy New Year!

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  • Wishing you and your loved ones a season filled with warmth and cherished memories. May the magic of the holidays bring you joy and happiness, surrounding you with the comfort of family and friends. As you celebrate, remember to savour the moments of togetherness and the simple pleasures that make this time of year so special. Here's to creating new traditions and embracing the spirit of giving and gratitude. Merry Christmas! From Sam, Changa and Kids

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  • 🥰🥰🥰 FROM YOUR SMART ADVISER FAMILY 🥰🥰🥰 WE WISH YOU ALL AN AMAZING AND MEANINGFUL HOLIDAY SEASON WITH YOUR LOVED ONES! 🎉 We are thrilled to celebrate your incredible financial milestones! Your dedication and hard work have truly paid off, and we are honoured to have been part of your journey. Seeing your dreams come to life is what drives us every day. 🎉 Here's to your continued success and many more achievements ahead! 🌟 Thank you for trusting us to be part of your story. We look forward to celebrating many more milestones together! #ClientSuccess #FinancialMilestones #ProudPartner #achievementunlocked #smartadviser #SamKodi

  • Feeling unprepared for retirement? You’re not alone—51% of New Zealanders aren’t saving enough. If you're worried about your future, it’s time to act! Start by cutting debt with the Snowball or Avalanche method, trimming unnecessary expenses, and increasing your KiwiSaver contributions. Boost your savings with smart investments and consider side hustles for extra income. The sooner you start, the better. Contact Smart Adviser today and get the expert help you need to secure your retirement! #RetirementPlanning #SmartSaving #KiwiSaver #FinancialAdvice #FinancialFreedom https://lnkd.in/g7N4JhAc

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  • View organization page for Smart Adviser

    265 followers

    Did you know KiwiSaver could be your ticket to a better retirement? Over $104 billion is invested in KiwiSaver accounts, but many Kiwis are missing out on key benefits by sticking with default funds. Our latest article breaks down how to choose the right provider, select the best fund, and ensure you’re getting the most from your contributions—so you can grow your savings for the future. Read more: https://lnkd.in/gGU7axTu

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  • Using a mortgage calculator might lead you to experience a significant financial letdown. While understanding your financial situation is crucial, it's important to recognise that a financial adviser like SMART ADVISER can provide more tailored and accurate advice based on your specific circumstances. They can help you interpret the insights you've gained, taking into account your overall financial picture, goals, and any potential risks. Consulting with a financial adviser ensures that you receive professional guidance, enabling you to create a comprehensive plan that aligns with your aspirations and maintains your financial stability. This collaborative approach will help you navigate the housing market more effectively and confidently. Talk to us today! www.smartadviser.co.nz

  • Embarking on a financial journey is more than just numbers; it’s about setting goals, making informed decisions, and staying committed to your financial well-being. I’m excited to announce the launch of my public profile. This new platform will provide insights, updates, and discussions on achieving your financial life goals. I hope you find the content valuable and engaging. Your support and feedback are greatly appreciated as I embark on this new journey. Looking forward to connecting and sharing with you all! https://lnkd.in/gSMPeMgX ❤️Please like and share❤️

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  • To our cherished family, loyal clients, and dedicated staff, As we mark eight remarkable years at Smart Adviser, we pause to reflect on the journey—the highs, the challenges, and the countless moments that define us. To our families: You’ve been our unwavering support system. Your encouragement, late-night conversations, and belief in our vision have fuelled our determination. To our clients: Your trust is our greatest honour. From financial plans to dreams realised, you’ve allowed us into your lives. We’re committed to walking this path together. To our incredible staff: You are the heartbeat of Smart Adviser. Your expertise, resilience, and passion shape our success. Thank you for weathering storms and celebrating victories. Together, we’ve built something extraordinary—a community of trust, growth, and shared aspirations. Here’s to the next chapter—may it be even more inspiring. With heartfelt gratitude, Sam Kodi www.samkodi.co.nz

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