Cave Financial Services

Our Approach

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.

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.


"Michael is an expert in his field and really goes the extra mile to ensure a professional, thorough and enjoyable experience when looking for Insurance cover or trusted Financial advice. Highly recommended. "
Johnny Robinson

​Protect Your Biggest Asset – Your Home

Mon Oct. 7th 2019

As a newly minted homeowner, you probably know how important insurance cover is, for your house and its contents, and for your mortgage repayments. Your home is likely to be ...

Increase your chances of bridging the retirement gap with Opes' Property Academy

Thu Sept. 5th 2019

We are pleased to announce we have partnered with Opes Partners on their outstanding Property Academy. Director Andrew Nicol explains how this free online video course can help Kiwi's calculate ...

Tax Traders - A fairer deal for Tax Payers

Mon Sept. 2nd 2019

Tax Traders are an Inland Revenue approved intermediary, offering an easy and flexible solution to provisional tax compliance.