About Us
Create a life you love
At Windsor Wealth, our mission is to help you make great money choices, so you can live a life that’s better than you’ve dared to dream.
Our advisers are also chartered accountants, who’ve created independent wealth through smart money choices and investment strategies. We don’t depend on hefty commissions and upfront fees. We are driven by our desire to help you taste true financial freedom and our clients know that we always put their interests first.
We don’t just specialise in mortgages or insurance - we take a holistic view of your finances and help you get the balance right between your debt, your equity, your insurance and your investments. We get to know your family, so we can make proactive recommendations as your situation changes, support you in reaching your goals and help you stay focused on your long term wealth aspirations.
If you’re emigrating to New Zealand, we can walk you through the financial landscape, help you get your first mortgage, transfer your pension, get your KiwiSaver sorted and set your new life up right.
When it comes to money, we overestimate what we can do in one year, underestimate what we can achieve in 10 years, and have no idea what we can accomplish in 20 years.
So let’s start today. Call Brett on 0508 WINDSOR (0508 946 3767) and let’s talk about your dreams.
So what qualifies us to tell you what to do with your money?
It’s a fair question - and one we reckon everyone should ask of their financial adviser
Brett’s money story - retirement ready at 41
Brett Sargent - Authorised Financial Adviser, mortgage and insurance broker, Chartered Accountant and founder of Windsor Wealth
I made my commitment to become financially free at the age of 23. For the next 17 years I worked in global finance at Shell in the UK and the Netherlands, sacrificing short-term fun to build a property portfolio in four countries and make investments that matched my levels of debt.
Investing my own money taught me lessons I could never learn in a textbook. I learned the importance of a proven investment process, how to control my emotions, how to avoid acting from greed or fear, and most importantly, how to be patient.
By the time I was 41, I’d built enough wealth that I could retire
So I began sharing my knowledge, helping a friend sort out her finances so she could leave a toxic work situation and retire early. Once I felt the reward of helping others create a great life through smart financial decisions, it was all I wanted to do.
That’s why I founded Windsor Wealth. I don’t need to work for my income anymore and I’m not dependent on commissions to pay the rent. My only interest is in securing your financial future, so you can live a life you love.
Warrick’s money story - A safety net in uncertain times
Warrick Wong - Chartered Accountant, adviser and mortgage specialist
I’ve been a Chartered Accountant and adviser for eighteen years. I spent a decade in London working for global brands like Shell, Barclays and Deutsche Bank, before coming home to Auckland and taking a role as Group Financial Controller in the tourism industry.
My wife and I were so happy when we were able to buy a home in our preferred school zone, but with three young kids, the mortgage created a lot of pressure. I began thinking about how we could protect our home and our family, so I called Brett. I’ve never slept so well as the night we signed the insurance papers, knowing that whatever might happen in the future, our home and income was protected.
That safety net proved its worth when the Covid-19 pandemic unfolded rapidly in 2020. It was scary to watch the entire tourism sector brought to its knees, with solid companies thrown into financial difficulty and thousands of ‘secure’ jobs disappearing in a matter of weeks.
Now more than ever, you need a sound safety net and a proven financial plan
Like you, my wife and I are on the journey of building our wealth. We’ve got a plan to pay down our debt and build up our investments, so that we can reduce our insurance cover over time and create a retirement worth waiting for.
So why not join us? Whether you’re seeking your first or your fifth mortgage, I’ll ride the highs and lows with you. I’m here to help you protect what matters most, create a solid financial plan and build a future you can only dream about.
And when all the important things are taken care of by an adviser you can trust, you’ll get to experience your own good night’s sleep