I was hoping for more clarity and support, but I found the experience lacking. Communication felt a bit disjointed at times, and I didn't receive the guidance I expected. It seemed like they were more focused on selling services rather than truly understanding my needs. 🤔 I appreciate their efforts, but I think there's room for improvement in how they engage with clients.
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About Smart Adviser
Smart Adviser is an Auckland-based financial advisory firm that provides independent financial planning, retirement planning, financial advice, mortgage and loan services, and investment and KiwiSaver guidance to individuals. The company also offers personal and business insurance products through its business protection services. Its team of financial advisors works with clients to assess their overall financial situation and develop personalized financial plans and roadmaps. Smart Adviser states that it operates independently, with no ties to banks or companies, and distinguishes itself from budget advice services and brokers. The firm is based in Auckland and serves clients in New Zealand.
- Website
- smartadviser.co.nz
- Phone
- 095767081
- [email protected]
- Categories
- Financial services, Insurance
