We Are New Zealand's Leading Investment Firm
At Quadbert Fincorp, we are committed to helping you plan for your financial future by offering specialised tailored financial planning.
We are Financial Planners specialising in Investments, Pensions, Life Insurance, Trusts, Mortgages, and Inheritance Tax Planning. Treating customers fairly is at the forefront of our company goals.
We build lifelong relationships with our clients which are proven by the fact that we work on a referral-only basis.
This demonstrates our dedication to delivering a quality service with a clear goal of helping you make more of your money.
Working closely with you as your financial planner, we help you to establish and clarify your goals. We assess where you are today compared to where you want to be- and analyse the important strategic gaps. We build a financial plan for you and provide you with a comprehensive financial audit of your affairs. Before we put your plan together, we take time to listen, research, and reflect.
Are You Ready to Get started
with investment?
Our Managment
Erick Merton
President & CEO
Fran Valentine
Chief Operations Officer
Colby Gerrard
Finance Consultant
Caroline Ebba
HR Manager
Lyn Glenda
Real Estate ConsultantWhat Our Investors Say
I experienced friendly, helpful and efficient service. My request was attended to in a very professional manner and in the time mentioned. I look forward to working with Quadbert Fincorp in the future.
I’ve seen regular investment opportunities but damn, this is a discovery
I’ve experienced investing on regulars but anyones who’s been here can attest to a difference from ranges such as the plans and a reasonable ROI
