Wealth Optimisation

We needed guidance as to how to go about investing our money for wealth creation. We were haemorrhaging money and needed help to get a handle on things. Gareth asked all the right questions and was very thorough in the discovery phase; he then came up with a financial plan that suited our goals and gave us insights as to ways to go about saving money we would never have known about. It has been almost 3 months since we received our financial plan, and our finances have never looked healthier. We are on a path of paying off our mortgage in about ten years and have accounts with money in them that we would have dwindled away from previously. I’m so happy we went through this process and would recommend to anyone!

Great service. Clear and concise advice. Top quality people who genuinely care about your wealth-building needs. Thanks!

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Gareth is very easy to deal with and is on the ball as he actions things straight away. He made the procedure very easy to understand and had great ideas. I can see Gareth practices what he preaches and he wouldn't recommend anything that he is not doing himself. He was very considerate of my time and very respectful.

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This is a jackpot of a team that you don't come across too often these days. It is refreshing to have such attentive, detailed, and trusted advice on a wide range of financial matters, although I don't think I've had a chance to experience the whole range.

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Gareth and the team are absolutely dedicated to making the right decisions crafted around you and your circumstances. I am so happy to have found Finsol. Modern, easy, and the communication is impeccable. I have no faults to say. Thank you Gareth I look forward to continuing working with you for many more years.

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My experience with Finsol Financial Advisers Napier under the guidance and expertise from Gareth Dobson was so pleasurable. I was put at ease right from the start with his amazing manner of explaining the investment process in a way that was easily understood by myself who has very limited understanding of investments. I highly recommend his services who is considering investing their savings to make them work better for them.

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Gareth and Matthew have both been extremely helpful and patient. They have explained every step of my portfolio set-up well and answered my multiple questions along the way. They understand my financial goals, and I have never felt pressured or uncomfortable at any stage in the process. I have even recommended them to a colleague!

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Gareth was very informative and I felt he really listened to us and understood what we were working towards, he had some great advice and recommendations that we otherwise wouldnt have been exposed to. Gareth is very responsive. I'd recommend him to anyone needing financial advice

Before working with Gareth and Finsol, I found the world of investing intimidating. However, I ended up really enjoying learning the key fundamentals of investing - I feel confident moving forward, and I know what I need to do long term to grow wealth. It's super empowering learning the ropes and knowing I'm building a nice nest egg for my future.

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Finsol was a delight to work with, and I will be back! They're a highly capable and knowledgeable team that provides exceptional service. Finsol care about ethical and socially responsible providers and took an interest in my needs and how I wanted to invest. Fantastic experience all around.

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My partner and I received financial advice and planning from Gareth at Finsol. We also had contact with others at Finsol about our mortgage. The entire process was friendly and easy. Gareth provided us tailored advice that was realistic. We left feeling excited and sure about our financial future. I would highly recommend Gareth and the rest of the Finsol team to anyone looking to implement their money goals.

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The idea of setting up my first investment portfolio was daunting for an individual that does not understand the share market. Gareth made it a seamless process and explained everything in detail.

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Gareth and his team have done a great job of educating and tailoring an investment package that suits our needs. They are easy to talk to, and we look forward to a profitable long-term relationship.

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