ABOUT US
Stream-Gold Financial Services is a full-service financial advisory company committed to supporting migrants and locals in New Zealand attain financial security and freedom. From humble beginnings in 2017 based in Wellington, Stream-Gold has extended its reach nationwide using communication technology.
We offer holistic financial services around insurance, property, investment, finance, kiwisaver and financial planning. Our team of experienced Financial Advisers will support you all the way to attain your financial objectives providing authentic service and long-lasting relationship.
OUR PURPOSE
PEACE OF MIND
Our services are designed to give you the peace of mind that your financial matters are in order. We take out your uncertainties so that you can relax in the present and in the future by designing an ideal financial plan and strategies that will elevate you to the next level.
FINANCIAL SECURITY
Our priority is to see you not worrying about your future that you have enough money to cover emergencies and your future financial goals such as retirement whether you are a professional, self-employed or business owner . When you are financially secure, it’s easy to focus on achieving your financial goals.
PREMIUM ADVICE
Accessing information is now as easy as scrolling a mobile phone screen. We are bombarded by a variety of opinions through social media only to find out that it’s incorrect and can lead to a wrong decision. At Stream–Gold, we specialised in providing the right approach based on your priorities and financial goals. We provide honest, transparent and premium advice based on our core values and NZ Financial Regulations.
MISSION
We are committed to support migrants and locals in New Zealand feel confident about financial well-being by providing financial solutions that are fit for purpose and consistent to our core values.
VISION
Our vision is to be the leader in empowering our clients to achieve their goals as they transition through life’s financial cycles.
CORE VALUES
INTEGRITY
We do the right thing, even when no one is watching.
TRUST
We value your confidence in our ability, judgement and advice and will not do anything to put that at risk.
PASSION
We are passionate about doing the right thing for our clients.
COMMITMENT
We are dedicated to our clients. We invest our time and resources to support the communities in which we live and work, improving the quality of life for everyone.
EMPATHY
We understand our clients’ needs and work hard to meet them.
EMPOWERING
We help our clients improve their lives, by developing their financial capability.
AUTHENTICITY
We are genuine, and always treat our clients with honesty and transparency.