Elevating Financial Independence

Everyone’s journey to wealth is different. Our vision for financial advice acknowledges where you’ve been, considers where you are now and lays the path for where you want your financial future to go.

Nav Financial CORE Beliefs

Why we're different

Our values keep us true to our belief that each client's path to reaching their financial potential is a lived and learned experience.
Values | Why we work

One goal, many solutions | Mahi Tahi

Financial independence. Every individual and organisation has a different idea of what this means. We guide and safeguard our clients along their life-pathway. This mission is our humble privilege.

We are a people company | He Tangata

It is the people we work with and the communities that we exist in that make our work possible. Our work serves to positively impact individuals and grow financially aware communities.

Agility and responsiveness | Kia Mataara

Our clients understand that building wealth is a long game; the best players embrace change and stay nimble with their responses. We are excited by the opportunities that change presents.

Give back | Manaakitanga


It is in our DNA to lend a hand. At the core of it, our mahi is about helping people. We take this further and encourage staff to be active volunteers in the communities we operate in.
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Jordan is an incredible help and we are blessed to have had  him help us. When we were struggling to find workable funding options for our house purchase, he came in last minute and helped get us over the line in quick time. Jordan is diligent, a great communicator and well connected. The Jansen whānau couldn't recommend him more highly.

Mikhail Jansen

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Initially we contact Jordan to help us refinance our mortgage. He took the time to get to know us and our financial goals before sorting out the right mortgage structure for us. He then sorted out our KiwiSaver and life insurances ensuring that those also aligned with our financial goals. Jordan and his team are great to work with.

Jessica Parangi

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Jordan is a demi god in my eyes. From firstly refinancing my home and getting me a great deal and savings. To selling that property and with Jordans assistance he was able to get me another loan. This was a bit tricky as I am older, however, Jordan came through and saved the day. Jordan is very professional and he is also very kind. Jordan cares about his customers and this shines through. I will forever have deep gratitude for what Jordan was able to achieve for me and would recommend his services to everyone.

Leeann Hansen

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We engaged Jordan’s services when we first started looking for a home and he was extremely helpful in sorting our finances, KiwiSaver and insurance. Very efficient and easy to work alongside. Awesome people skills and you know he is good at what he does.

Te Aumihi Jones

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Being newly self-employed with a history of poor financial choices, owning a home was always a 'far-fetched' dream of mine.  With no judgement, Jordan took the time to understand our financial situation/goals, and quickly formulated a plan to get us on the right track.  Soon enough, we were moving into our dream home (with all insurances sorted!).  Jordan is a wizard who clearly knows his stuff.  The team at Finsol were also great to deal with.  We cannot recommend them enough! Thanks Jords.

Nina Pivac

Direct and effective, our process of obtaining you a mortgage is proven to get results.

Whether you're a first home buyer, an experienced investor looking to grow your portfolio, or embarking on the Kiwi dream of building a home in your image; we make your mortgage journey as pain free as possible.

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Advice based and outcome focused with ongoing support throughout the life of your policy.

Business owners, families, shareholders, sole traders, farmers, employees, children. The list could go on and for each person on the list the risks that we would need to protect from would be different. We look at the total picture, identify your risks and only recommend products and levels of cover that suit.

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Retirement planning that takes an educational approach and is based on your attitude to money and risk.

It is virtuous to be prudent with any investment. At the same time, developing an understanding of the operation of investment markets can allow an approach that aims to maximize returns while helping an investor sleep at night. Your KiwiSaver is no different. Talk to us today to learn more about your investment and how we can assist you to meet your retirement goals.

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Process | How we work

An outlay of the process you will run through when working with Northland's top financial advice business
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How we Work.
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It's about you

We’ll chat and find out where you want to go. Your story will become our story too.
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Never done this before?

Don’t worry. We guide you by teaching, not telling. Our knowledge becomes your knowledge.
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….Or, you’re an experienced campaigner

Awesome! Our breadth of experience and past exposure means we are confident in the value we can add, regardless of where you are in your financial journey.
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We get to work

Working with you, your support team, and our suppliers; we build your solutions to fit and keep you informed at every step.
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Onwards, we go again

As you move through life we move with you, keeping everything relevant and aligned to where you are and where you want to go.
Nav FInancial

Where the North goes for financial advice

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He aha te mea nui o tenei Ao?

Mākau e kii atu

He tāngata, he tāngata, he tāngata

If I was asked what is the most important thing in the world
I would be compelled to reply
It is the people, it is the people, it is the people.
Meri Ngaroto