Jordan Financial Planning
ListedJordan Financial Planning is a financial adviser based in Hutt Central. Its website says it covers Lower Hutt, has been operating since 2006 and is run by Lee Jordan. The site also mentions Financial Advice NZ membership and Financial Service Providers Register listing, which we have not checked yet.
Summary by LocalsBest from the business’s own website, checked .
What their website says
- Operating since 2006Business says
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“Son Lee, who had been a partner in the family Independent Financial Adviser (IFA) Business since 2006, bought out Ian and Carol’s financial interests in the family IFA practice, and is now solely”
- Run by Lee JordanBusiness says
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“Ian and Carol’s financial interests in the family IFA practice, and is now solely owned and operated by Lee Jordan (Endurance Wealth Limited) and continues to be a very successful Independent”
- Financial Advice NZ memberNot checked yet
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“Ian is a member of the Financial Advice NZ and also the Chartered Insurance Institute (CII), Personal Finance Society and the Institute of Financial Services (IFS) in the United Kingdom.”
- FSP registrationNot checked yet
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“to branch out into brand new Offices premises and to provide financial advice to retail clients under the new financial advice regime, registered as a Financial Advice Provider (FAP) Licence holder.”
Services
- Financial planning & advice
- Wealth management & investment advice
- KiwiSaver advice
- Mortgage & home loan advice
- Retirement & estate planning
- Business insurance & loans
From the business’s Google listing.
Opening hours
| Mon–Fri | 9am–5pm |
|---|---|
| Sat–Sun | Closed |
From the business’s Google listing.
Google reviews
5.0 from 2 Google reviews, as of . Read the reviews on Google. We don’t copy review text.