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Results
We have been offering our financial planning services since 2011 and pride ourselves on a truly client-first approach. We measure this with a number of metrics but to simply all of them, we’ve displayed our latest client retention statistics.
As an industry comparison, we’ve exceeded and outperformed by a large margin. These two metrics below are updated quarterly:
Percentage of people that move forward on our recommendation: 94%.
Kiwisaver and Investment client retention rate: 99%.
Life & Health Insurance client retention rate: 97.4%
"I’m very happy to recommend Chris George. He's an exceptional financial adviser. Chris has been instrumental in helping me set up a solid financial plan, and the results have been great.
What sets Chris apart is his ability to turn complex financial concepts into clear, actionable strategies. He brings a deep understanding of investment, KiwiSaver, insurance, and retirement planning, which he tailors to fit individual goals and aspirations. His approach is not just about numbers—it’s about aligning financial decisions with what matters most to you.
Working with Chris has been an enlightening journey. He consistently demonstrates professionalism, expertise, and a genuine commitment to helping clients maximise returns while minimising risks. His proven modelling process ensured that every step of the planning process was transparent and easy to understand.
Beyond the tangible financial results, Chris provides an invaluable sense of clarity and confidence. He goes above and beyond to ensure you feel informed and in control of your financial future.
For anyone looking to secure their financial goals with the guidance of a trusted expert, I wholeheartedly recommend Chris."
Ger van Hees
AI Governance Adviser
“Chris has taken us from uncertainty for our future, to peace of mind for our future.
The work he has done for us over the years has reshaped our thinking about money and retirement planning into a positive experience. Our savings and protection plan is now the part of our lives that feels under complete control and on the right track.
We've gone from minimum savings with a big mortgage, to a nest egg that's diversified and growing quickly, and a mortgage that should be paid off by the time we're 50.
We are extremely appreciative Chris.”
Courtney Harris
Marketing Team Manager
"Chris has been instrumental in helping us reduce the risk of our investment portfolio by utilising a more diversified strategy.
He has also put safe guards in place so that when speed bumps arise we are ready for them.
I Highly recommend Chris if you want a relatable professional to give you advice so that you can rest easy."
Matthew Reynolds
New Product Technology Program Manager
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