InsightFinance

Professional · Trustworthy · Bilingual Services

InsightFinance is a New Zealand-based financial service platform committed to delivering tailored, full-spectrum solutions to both individual and business clients. Our core offerings include Loan Brokerage, Insurance Brokerage, Investment Advisory, and Accounting & Tax Services, all designed to help clients grow, protect, and manage their wealth with confidence.

💬 Mission Statement

To empower individuals and businesses with trusted financial solutions that protect, grow, and sustain their wealth through every stage of life.

🌱 Vision

To become the most trusted bilingual financial services brand in New Zealand, known for professionalism, integrity, and client-focused solutions.

💎 Core Values

• Integrity — We act with honesty, transparency, and fairness in all our dealings.

• Client First — We prioritize our clients' goals, not commissions or quotas.

• Excellence — We strive for the highest standards in advice, service, and outcomes.

• Bilingual Support — We serve both English- and Chinese-speaking clients with clarity and care.

• Long-term Thinking — We help clients make decisions that serve them today and in the future.

🌟 Our Core Services

💼 Loan Brokerage

We work closely with a wide network of banks and non-bank lenders to provide a range of mortgage and loan solutions – including home loans, investment loans, construction loans, and loan refinancing. Whether you're a first-home buyer, property investor, or business owner, our advisors offer objective guidance to help you secure the most suitable loan at the best possible terms.

🛡 Insurance Brokerage

As licensed insurance advisers, we provide independent advice across life insurance, trauma cover, income protection, health insurance, mortgage protection, and commercial insurance. We help clients assess risks, structure the right policies, and ensure peace of mind for families and businesses alike.

📈 Investment Advisory

InsightFinance also supports high-net-worth individuals and growth-focused families with strategic investment advice and long-term financial planning. Our services cover managed funds, retirement planning, and property investment structuring. We work closely with clients to build resilient, diversified portfolios aligned with their financial goals.

📊 Accounting & Tax Services

Comprehensive accounting and tax services for individuals, businesses, and trusts — with bilingual support and a focus on clarity, compliance, and confidence.

🤝 Let’s Talk

Whether you’re planning your first home, protecting your family, growing your wealth, or seeking dependable and professional accounting and tax services  — our professional and bilingual team is here to help.
Contact us today for a no-obligation consultation. We’re ready to listen, advise, and support you on every step of your financial journey.