Better advice. Better outcomes.
We work for you, compare your options and stay beside you as life changes.
Advice that sees the whole picture
Your goals rarely fit into one box. We bring your finances together, so the decisions you make today can support the life you want tomorrow.
One adviser. A clearer picture.
Talk through mortgages, insurance, KiwiSaver and wealth with a team that understands how the pieces fit together.
Options, explained simply.
We compare the choices, explain the trade-offs and help you make decisions with confidence—not guesswork.
Here for what comes next.
When circumstances change, your adviser can help review your plan and adjust it to suit your next chapter.
A steady hand at every turn
From the first conversation to the next big decision, we make the process feel more manageable.
Start with your goals
We listen first, learn what matters to you and get a clear view of where you are now.
We Understand
Build your options
We do the legwork, compare suitable options and walk you through the next steps.
We Plan
Move forward together
As life changes, we can help you revisit your plan and make your next move.
We Keep in Touch
Support across your finances
Choose the help you need now. If your needs change, your wider Float team is here too.
Good to know
Is the first conversation a commitment?
Doesn't have to be! It’s a chance to talk through what you need and see whether Float is the right fit. Your adviser can explain any costs and next steps before you decide.
Can Float help with more than one need?
Yes. Our teams work across mortgages, insurance, business lending, KiwiSaver and wealth advice. We’ll help connect you with the right specialist.
Will I have ongoing support?
We stay in touch after your initial decision and help you review things when your circumstances or goals change.
What should I bring?
Start with your questions and a sense of what you’re hoping to achieve. Your adviser will let you know if anything else would be useful.
Ready to make your next move?
Start with a conversation. We’ll help you work out what matters and where to go from here.