Cave Financial Services

The Process

Working with you to secure your future

The key to any successful partnership is trust and transparency.

To help us find your potential areas of risk, you need to tell us about yourself or your business - current commitments, objectives, and goals. We'll also consult with your lawyer, accountant and banker.

We then prepare a plan to reduce risk and help you achieve your ambitions. For businesses we also look at ways to maximise profitability and increase growth.

You'll be able to choose from the best products and services, and once your plan is put in place, we'll keep tabs on everything to make sure you stay on track. We'll meet with you regularly so you always know what's going on.

For unbiased advice from professionals who care, contact Cave Financial today: service@cavefinancial.co.nz 09 302 7310

Need some help?

Drop us a line using the form below and we'll be in touch to talk through your insurance or financial needs.


"I am thrilled with the advice and service Michael provided me for financial planning and for personal insurance. Trustworthy and a very nice chap! I highly recommend his services."
Andrew Malmo

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