Steve Oliver Financial Services
Helping Successful People Make Smart Decisions About Money
What we Do?
Life, Health and Income Protection Insurance Products
KiwiSaver and Investment Products
Cash Management (Budgeting)
Retirement Planning
Business Risk (Key Person and Buy Sell Covers)
Employee Benefits Schemes (Staff Health Plans and Group Life Insurance Cover)
About Steve Oliver Financial Services
Established in 2011 by Steve Oliver. After working in multiple financial advisor practices, Steve believed the best model for him and his clients would be a small boutique firm where advisers have a closer relationship with the client and are better able to offer tailor-made solutions for their clients’ needs. This vision remains, and while SOFS has grown with the addition of another financial advisor, James Moodie, the services offered and holistic planning still remain.
Our Philosophy
Steve has set up this business based on a few simple principles:
We believe in a pragmatic, common-sense approach to money.
Tried and true means to building wealth are what we advise our clients and what we live by ourselves.
We aim to educate our clients so they are in control of their own financial decisions and future. Being a financial guide rather than a salesperson, allows our clients to understand what’s best for their situation and make appropriate decisions. Our advice is a welcomed comfort rather than an instruction.
We aim to work with successful people who are trying to create a better future for themselves and their families.
Customer Review
Kieran
““For over 15 years, Steve Oliver and the team at Steve Oliver Financial Services have provided us with advice in respect of personal insurance policy (Life, TPD, Health), Kiwi Saver investments and wealth creation strategies.
Steve takes the time to understand what our personal and financial goals are and matches the product mix, level of cover, and tolerance for risk to meet our needs.
This also includes undertaking regular check-in’s to ensure we are on track to achieving our goals. Steve is an experienced adviser who can take the complex world of insurance/wealth creation and provides us with clear and concise advice. He is a trusted sounding board for our decision making process.”