About Saturn Advice

A long history of financial success across NZ.

 

Originally founded in 1988 as Broadview Financial Management Limited, Saturn Advice Limited is a financial advisory business helping people make the right financial decisions for them. Our business model enables us to provide impartial advice because we are not aligned to any fund manager or broker and staff are paid salaries, not commissions.

 

We have offices in Auckland and Christchurch serving clients throughout New Zealand.

 

Underpinning Saturn Advice are four founding principles of impartiality, transparency, security and trust. We have hard wired these principles in to our business and believe clients stand to achieve a better outcome, thereby helping them create a richer life.

Our process

We follow the six step financial planning process when we provide you with advice…

  • STEP 1 - ESTABLISH AND DEFINE THE RELATIONSHIP

    We meet to understand your current situation and objectives.
    Are we able to assist you at this time?

  • STEP 2 - COLLECT INFORMATION

    We help to establish your financial goals and collect the information we need to base our advice on.

  • STEP 3 - ANALYSE & EVALUATE FINANCIAL STATUS

    We analyse the information gathered and work with you to formulate a strategy for success.

  • STEP 4 - PROVIDE ADVICE

    We develop our advice and investment recommendations then present you with a written report.

  • STEP 5 - IMPLEMENTATION

    When you have read and understood our advice and decide to proceed, we will establish your investment portfolio. You will be sent a secure log in to view your investments on line.

  • STEP 6 - MONITOR AND REVIEW

    We meet with you on a regular basis to review the performance of your investment portfolio and ensure our agreed strategy is still meeting your needs.

At Saturn Advice we understand life moves in mysterious ways and that plans change. Let us help you create a richer life.

Call us on 0800 757858

 to arrange a meeting with one of our advisers

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