Investing

in your future

Scroll to explore

Working with you to achieve the future you imagined

01

About us

Who we are.

We are a professional firm with a long history of helping clients achieve their objectives with their money.

  • Qualified Financial Advisers
  • Experienced administrators
  • Working with experienced and well-regarded providers of Investment Management, Registry and Custody

Working with you to establish an understanding of what you want to achieve with your money and help you in developing a personalised plan.

ABOUT US

What we do.

What you want to achieve with your money is unique to you which is why you need your own plan. Accordia can help you with this.

  • Working to retirement
  • Providing for your family's future
  • Fulfilling your life ambitions
About us

How we do it.

Story

We listen to you, where you’ve been, where you’re going and where you want to be.

Solution

Working with you we create your plan.

It all starts with a conversation.

03

People

We understand that for something this important, people prefer to deal with it face to face.

About us

Portfolio at your fingertips

Once invested in the Accordia portfolios you have access to your portfolio details 24/7

myaccordia.co.nz
Sandra and Kevin

We have been clients of Accordia since 2011. From the start of our relationship when the planning process commenced, we have really appreciated the level of professionalism and support over the years from our planner Andrew Verrall. We have been more than happy with the outcomes achieved.

  • Invitation to client briefings
  • Quarterly newsletter
  • Scheduled reviews with an adviser

Keeping you up to date

Contact Us

If you’d like to talk please fill out your details below and one of our team will be in touch.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Christchurch

(03) 348 1689

Unit 4b, 303 Blenheim Rd PO Box 9372 Tower Junction Christchurch 8149

22 Westminister Place, Rotorua Hamilton 3210

Auckland

0800 444 999

The Shortland Centre Level 17, 55 Shortland Street Auckland, 1010

Investing in your future

Scroll to explore

Working with you to achieve the future you imagined

01

Who we are.

We are a professional firm with a long history of helping clients achieve their objectives with their money.

  • Qualified Financial Advisers
  • Experienced administrators
  • Working with experienced and well-regarded providers of Investment Management, Registry and Custody

What you want to achieve with your money is unique to you which is why you need your own plan. Accordia can help you with this.

ABOUT US

What we do.

Working with you to establish an understanding of what you want to achieve with your money and help you in developing a personalised plan.

  • Working to retirement
  • Providing for your family's future
  • Fulfilling your life ambitions

03

01

About us

How we do it

It all starts with a conversation.

People

We understand that for something this important, people prefer to deal with it face to face.

Story

We listen to you, where you’ve been, where you’re going and where you want to be.

Solution

Working with you we create your plan.

About us

Portfolio at your fingertips

Once invested in the Accordia portfolios you have access to your portfolio details 24/7

my.accordia.co.nz
Sandra and Kevin

We have been clients of Accordia since 2011. From the start of our relationship when the planning process commenced, we have really appreciated the level of professionalism and support over the years from our planner Andrew Verrall. We have been more than happy with the outcomes achieved.

Keeping you up to date

•    Invitation to client briefings
•    Quartley newsletter
•    Scheduled reviews with an advisor

Contact Us

If you’d like to talk please fill out your details below and one of our team will be in touch.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Head Office

Christchurch

(03) 348 1689
Head Office

Hamilton

(07) 855 2888
Head Office

Auckland

0800 444 999