❝ Retire earlier than you thought possible with more money than you thought was possible ❞
How we can help
“Ian and I would like to thank you immensely for all the help and professional advice given to us over the past few months. With your help you made the process of transferring our UK pension funds very easy and stress free, which enabled us to purchase our first piece of New Zealand, and our forever dream home. Cannot recommend Brett highly enough to anyone looking for financial advice, a true gentleman and genuine person.”
— Margaret Johnston
New to New Zealand?
We help you make smart money choices so you can set your new Kiwi life up for success.
At Windsor Wealth Management & Financial Planning we take the financial hassle out of immigrating and building your new life in New Zealand.
From negotiating your mortgage, to arranging insurance, transferring your UK pension and investing for your retirement, we’ll guide you through the local financial landscape so you can feel confident that you’re making the right choices for your family.
We want to help you find smart and easy answers to all your money questions, so you can build a New Zealand life that’s better than you ever dreamed possible.
Meet Brett
I’m Brett Sargent. I’m an authorised financial adviser and mortgage adviser, and the founder of Windsor Wealth.
I know how stressful and confusing it can be, moving your family to a new country. I want to make your financial journey as easy as possible and help you set your family up for a great life in New Zealand.
My advice is straight-forward, independent and tailored to your situation. I don’t use jargon or rely on textbooks. I draw on my 20-year career in global finance, as well as my personal experiences in creating financial freedom through smart investment strategies, and moving our family to New Zealand.
"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