Why Common
Sense?

There are roughly 8,000 financial advisers in New Zealand.

Why should you work with Common Sense Financial Planning? We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

We make the complex simple.

As your trusted adviser, we’re focused on adding convenience and simplicity to your life.

Whether you’re investing hundreds or millions, at Common Sense Financial Planning we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Partnership

We are here to help you keep what’s best for you and your family in mind at all times.

If you’re spending too much or not saving enough to stay on track for your goals, we will make sure you know it – and we’ll make sure it gets set right.

  • Your best interests come first. Always.
  • Customised financial planning.
  • Support when you need it most.

Coaching

We’re here to coach you through anything and everything. We’re not just a financial advisor.

Looking toward a change in profession? We’re here to help. Just went through a divorce? Let’s talk about what’s next. Wondering where you should live in retirement? We’ll give you a neutral opinion – and we probably have a few ideas of our own.

Most advisors only care about the table stakes of investments and managing money. While these are important factors, we’re also interested in helping you plan all the key areas of your financial life.

  • Pursue your definition of true wealth
  • Customised financial planning
  • Trusted advice from a trusted advisor
  • Plans built for your risk tolerance

Guidance

We’ve been there before, and we can help you take the steps you need to accomplish your goals.

At Common Sense Financial Planning, we don’t just take you from one item to the next – we identify and communicate what should take priority when and guide you each step of the way. In other words, we don’t just create a roadmap – we’ll help you get there.

  • Advice in common language.
  • Regular meetings with your adviser.
  • We act as a teacher and a guide.

Schedule a Consultation

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.

Office Phone
06 843 1915

Office Hours
Mon – Fri 9:00am – 4:00pm

Our Services

What we do

Our passion is to help people from all walks of life find their own vision of true wealth. That means helping define what true wealth looks like for you, putting a plan in place to pursue your vision, then partnering with you to grow, protect and maintain that wealth.

Financial Planning

We will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

Learn More

Retirement Planning

We are here to help you avoid your own personal retirement crisis, by putting in a financial plan using our Common Sense process.

Learn More

Risk Management

We will help you understand the risks to achieve your true wealth vision and develop a plan to protect those you care about most.

Learn More

Investment Management

Our disciplined, evidence based strategies provide your portfolio with the proactive service you need to pursue your goals.

Learn More

Legacy Planning

We will help create a comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed to the next generation.

Learn More

Our Services

What we do

Our passion is to help people from all walks of life find their own vision of true wealth. That means helping define what true wealth looks like for you, putting a plan in place to pursue your vision, then partnering with you to grow, protect and maintain that wealth.

Insights

Doug and Renae

“We have been working with Brad over the last 12 months, he has tailored our insurance plan to suit our lifestyles, it is always easy when we meet with Brad and he ensures that we have a full understanding of our policies.”

Graeme and Julie

“We had huge concerns about retirement… There were lots of questions and we didn’t know who to talk to regarding our finances. Then Brad came across our path and he was able to answer the questions, give us direction and explain options we had not thought of, with regard to setting realistic reachable goals. Thanks Brad !!”