Velocity Financial
Advice across lending, KiwiSaver, investments, financial planning and personal insurance for individuals, families, business owners and organisations.
About the Velocity Group
Strengthening financial foundations
Helping individuals, families, businesses and community organisations make confident decisions about the future.
At the Velocity Group, we believe every person is better off after a conversation with us.
Our purpose is simple: to help individuals, families, businesses and community organisations build stronger financial foundations and make confident decisions about the future.
Whether we are helping someone buy their first home, protect what matters most, grow a business, invest for the future or strengthen the long-term sustainability of an organisation, our focus remains the same: helping people move forward with greater clarity and confidence.
The Velocity Group
The Velocity Group brings together three complementary organisations, each helping clients build resilience, create opportunities and strengthen their financial future.
Caveo
General insurance and risk-management advice that helps protect homes, vehicles, businesses, assets and operations.
The Kaitiaki Foundation
Support for charities, trusts and community organisations to make sustainable, strategic financial decisions aligned with their purpose and long-term goals.
More than financial advice
Financial decisions are rarely isolated. Lending, insurance, investments, KiwiSaver and financial planning all influence one another. That is why we take a holistic approach, helping clients see the bigger picture and make decisions that support their long-term goals.
Our role is not to tell people what their future should look like. Our role is to help them build the financial foundations to create it.
Every person is better off after a conversation with us
It is a simple idea, but it sits at the heart of everything we do. Whether a conversation lasts five minutes or five years, our aim is always the same: every person is better off after a conversation with us.
Our mission is to create a financially stronger New Zealand, one family, one business and one organisation at a time.
Our values
People first
We start with people, not products, taking time to understand the goals, challenges and aspirations behind every financial decision.
The bigger picture
We take a holistic view, recognising that lending, insurance, investments, KiwiSaver and financial planning work best when considered together.
Long-term thinking
We focus on lasting financial foundations through proven strategies, enduring relationships and decisions that support long-term wealth creation.
Simplicity
We make quality financial advice accessible by cutting through complexity and speaking in plain language.
Stewardship
We encourage responsible decision-making that protects and strengthens financial wellbeing over time.
Betterment
We believe better financial decisions contribute to stronger communities and a financially stronger New Zealand.
Start a conversation
Tell us what you are working towards and we will help connect you with the right part of the Velocity Group.
Meet our team