Founded in 2004, Fortis Financial Ltd is an independent financial advisory firm based in Auckland, New Zealand. The company's mission is to provide personalized and impartial financial planning services to help clients achieve their financial goals. Their core services include investment advice, risk management through life and health insurance, retirement planning (including KiwiSaver), and mortgage advice. They emphasize a client-first approach, operating without allegiance to any specific financial institution to ensure unbiased recommendations.

Founded in

United Kingdom