Better Decisions | Better Outcomes | Better Lifestyle

Our approach

At Cave Financial we want to help you get the lifestyle you want.

One million Kiwis living the life they’ve always wanted — with the financial confidence to make it happen. That’s what we’re working towards, one client at a time.

We’re here to be the trusted financial partner that helps everyday New Zealanders turn their lifestyle dreams into reality — one family, one plan, one life at a time.

At Cave Financial we want to help you get the lifestyle you want. Whether that be protecting what matters to you, making debt work for you, or helping you to invest better, we will work with you over time to ensure better lifestyle and financial outcomes. Together we will work out what's important to you, what you want to change, what you want more of, and ultimately what lifestyle you want.

We understand that your goals and priorities change as you enter different stages of your life, so by looking at attitudes to risk we can help ensure you get what you want, and make sure you don't lose it.

Our aim is to get you the lifestyle YOU want, so how we work for you is your choice. Whether it be acting as a Broker to negotiate rates with mortgage lenders, or as an Adviser guiding you to the right investment or retirement fund, we will always act in your best interest to get you the lifestyle you want now and in the future.

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  • Cave Financial have given us excellent advice on both our KiwiSaver and Investment Property Portfolio. I highly recommend Michael and Team. They're helpful, friendly, explain things making it easy to understand and walk you through every step of the process. Highly recommended!

    Matt

  • Cave Financial and team have been the absolute back bone of not only my business but my family’s future. I have so much respect and trust for your team, Michael. I’m so grateful to have your full support and feel secure with your values and guidance. I would highly recommend Cave Financial to anybody wanting peace of mind. 10/5 service!

    Miles

  • Helped so much with answering all of our questions around life insurance, then got us the best deal. Couldn’t be happier. 10/10.

    Lana and Hannah

  • We’re a long-term customer of Cave Financial. Michael and his team consistently provide professional and effective services whilst making us feel valued and seen. We appreciate being a customer of yours for 10+ years.

    Rob

  • I cannot recommend Michael and the team at Cave Financial highly enough. They steered me through a complicated set of mortgage applications with professionalism, good cheer, and were incredibly prompt with every query I made. On top of that they negotiated a better rate! I would not have been able to get through this arduous process without their skill and care.

    Tiffiny

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