Better Decisions | Better Outcomes | Better Lifestyle

Our approach

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

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

Latest articles

Navigating Geopolitical Events

Accepting that the outcomes of geopolitical events are hard to predict doesn’t mean they’re not important. But as an investor you need to focus on what you can control. That’s why diversification, maintaining flexibility and planning for the unexpected are critical tools, as Karen Umland, Senior Investment Director at Dimensional Fund Advisors, explains in this article.

Dealing with Geopolitical Risk

Some investors believe they can predict both the outcome of complex geopolitical situations and how this will affect financial markets. That’s a tall order. A better approach, says this article, is to ask yourself whether your portfolio remains appropriately diversified for a range of outcomes and whether there has been any change in your objectives.

Feeling Stressed About the Market? Buffett Says It’s Time to Rethink Your Strategy

Market drops. Interest rates. Global shocks. Political curveballs. For investors, it’s felt like a bit of a rollercoaster lately.