Sam Kodi - Financial Advisor

About

We can help you build the healthy financial life you want! Visit our website or book a consultation today! http://www.samkodi.co.nz/

Story

When was the last time you had all your advisors in one room to discuss your financial future?
As a highly experienced and trusted financial advisor, I’m passionate about helping you grow and protect your wealth.

Rather than work with multiple providers who offer disconnected advice, my services give you the rare benefit of managing your investments, insurances and mortgages through one person. In this way, I ensure every move you make is aligned to your overall financial goals. You gain an integrated plan, eliminating unnecessary extra fees in the short-term and setting you up for retirement.

My role is to take the stress and pressure off my clients so they can focus on their work, families and enjoying the lifestyle they want. Think of me as a partner in your progress.

My Background:
I’m proudly an award-winning financial advisor committed to helping clients create and follow a long-term financial plan. I offer clients a depth of industry knowledge, having worked successfully in the banking sector prior to becoming a financial planner and mortgage advisor. I draw from my wealth of experience to help you make better, more informed decisions with confidence.
My approach is not about ‘doing a deal’, but rather ensuring you get the best of accountability and transparency, ongoing communication, proactive ideas and seeking out new opportunities, and having a partner with you every step of the way. From young professionals to mum and dad investors to those preparing for retirement, I’d welcome the opportunity to help you create a strong foundation for your future and go on the journey with you.

Impressum

Founding Member of Financial Advice New Zealand

"Smart Adviser as an award-winning, recognised leader in financial planning and advice in Auckland, NZ, we utilise our extensive partner network to provide you with complete financial solutions best suited to your needs and goals.It may surprise you to learn that the reason our founder Sam Kodi is so passionate about the world of finance is because he knows first-hand what it is like to be without. Growing up in Sri Lanka on the wrong side of the financial divide instilled in Sam a bone deep desire to break free and achieve financial freedom. Now, after more than 25 years in the finance industry, Sam brings that same ethos to Smart Adviser, where our team constantly strives to build a healthy financial life for all our clients."