Smart Adviser
ListedSmart Adviser is a financial adviser based in Pakuranga Heights. Its website says it covers Bucklands Beach, has been operating since 2015, offers free consultations and takes bookings online. It also says it is run by Sam Kodi and has a team of 9. The site also mentions Financial Service Providers Register listing (FSP78103), which we have not checked yet.
Summary by LocalsBest from the business’s own website, checked .
What their website says
- Operating since 2015Business says
- Free consultationsBusiness says
Show source
“Book your free initial consultation with one of our Advisers”
- Online booking · via CalendlyBusiness says
- Run by Sam KodiBusiness says
Show source
“Our founder, Sam Kodi, had grown frustrated with the financial sector’s focus on products, believing a more holistic approach to personal finance and wellbeing was needed.”
- Team of 9Business says
Show source
“Six years later, “Sam Kodi” had grown to a team of nine and out of the house with premises in Pakuranga, Auckland.”
- FSP registration · number FSP78103Not checked yet
Services
- Financial planning & advice
- Life & health insurance
- Wealth management & investment advice
- KiwiSaver advice
- Mortgage & home loan advice
- Retirement & estate planning
- Income protection & disability insurance
- Business insurance & loans
From the business’s Google listing.
Opening hours
| Mon–Thu | 8am–8:30pm |
|---|---|
| Fri | 8am–4pm |
| Sat | 10am–2pm |
| Sun | Closed |
From the business’s Google listing.
Google reviews
4.9 from 44 Google reviews, as of . Read the reviews on Google. We don’t copy review text.