Nicole Hoy

Certified Financial Planner
BBS (Finance), Grad Dip Bus Studies

With over 20 years experience…

Nicole really enjoys making her client’s money work hard, while not taking undue risks. Her approach is to work alongside clients to guide them towards their financial goals and assess opportunities along the way.

Nicole Hoy BBS (Finance)

My Services

Expertise with a truly personal touch.

KiwiSaver / Pensions

KiwiSaver is an easy, affordable way to save for retirement, this way you can live for today, but also squirrel away money for tomorrow.

Should you transfer your UK Pension or Australian Superannuation to NZ? Let’s discuss your options, it’s important to be aware of the benefits and risks when transferring investments to New Zealand.

Investment Advice

The benefits of investing are more than just financial. Taking control of your financial future can improve your overall well-being.

Working together we will define your financial goals, values and risk profile and create an investment strategy that will assist you to achieve your future needs and objectives, without compromising on your lifestyle today.

Financial Planning

Planning for retirement is an exciting time. It allows you to define your long-term goals and determine what you really want out of your golden years.

Along with a tailored investment strategy supported by the expertise of our award winning research team, my process provides guidance and leadership, personalised to you and your stage of wealth accumulation.

“No matter how much or how little experience you have with investing, working together we can tailor the best solution for you.”
Nicole Hoy