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Empowering Kiwis with Home Loans, KiwiSaver & Insurance | Dash Financials

Your Trusted Partner for Mortgage, KiwiSaver and General Insurance Advice

We offer expert guidance and personalized solutions to help you achieve your financial goals and unlock your full potential. Based in Auckland, helping Kiwis across New Zealand.

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WHAT WE'RE THINKING

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FINANCIAL

Investment planning

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Retirement planning

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Education planning

Guidance on saving and investing for educational expenses.

WEALTH

Portfolio management

Active management to optimize returns while managing risk.

Asset allocation

Maximize growth potential via asset diversification.

Risk management

Managing financial risks with insurance and other measures.

TAX

Tax planning

Optimize tax through services like deductions and strategies.

Estate planning

Effective estate planning for taxes and wealth transfer.

Wealth preservation

Preserve wealth for future while reducing taxes.

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