Financial Advisors in Paraparaumu

At Lee Mason Mortgages & Insurance, we are certified and experienced mortgage, insurance, and KiwiSaver Advisers. Whether you want to get a mortgage to buy your first home, plan for your retirement, or put in place insurance to provide you with financial security when the unexpected happens, we can help. Our experienced and friendly advisers are available seven days a week.

At Kapiti Financial Advice Limited we pride ourselves on providing our clients with expert advice, recommendations, and support to help them with their KiwiSaver and investment needs. Whether you're looking to get the most out of KiwiSaver, have some funds and would like to consider your investment options, or wanting a personalised investment plan, we can provide personalised advice to help you achieve your financial goals. We a qualified to provide advice on KiwiSaver, financial investments, property investment, investment planning, and retirement planning.

Established in 1985 by Chris Lee, Chris Lee and Partners Ltd has grown to oversee over $1.7 billion in funds under advice. We have earned a reputation for excellence in financial advisory services, serving clients nationwide with adaptive investment strategies catering to diverse financial goals. Our growth has been driven by our commitment to putting clients first, understanding their needs, and delivering solutions that make a meaningful difference in their financial lives. We specialise in assisting retirees to preserve capital and generate reliable passive income. Our advisers utilise extensive industry experience to design customised portfolios aligned with your financial objectives, employing a broad range of investment options.