❝ Retire earlier and wealthier than you ever dreamed possible❞
How we can help
At Windsor Wealth, we offer holistic financial advice and proven investment strategy for Kiwi families with big dreams and British expats in New Zealand.
From mortgages to insurance, investing for retirement or transferring a UK pension, we make growing and protecting your wealth feel easy. Our advice is simple, straight forward, jargon-free and tailored to your situation.
Whether your goal is to become debt-free, help the kids onto the property ladder, emigrate to New Zealand or retire richer than your boss, we help you make smart money choices for the life you live now - and the life you dream about.
About Windsor Wealth
Our mission is to help you make great money choices, so you can build a life you love.
Our expert advisers are also chartered accountants, with decades of experience in finance and investment. We get to know your family, consider your whole financial picture and share smart strategies that will see you pay down debt fast, boost your equity and achieve your aspirations.
"Brett's help and guidance since emigrating over to New Zealand last year has been invaluable. His professional and friendly approach gave us great confidence in his service. His clear and jargon free explanations and guidance across a whole range of financial needs is first class."
- Rob Hart