ABOUT US
Professional Approach to Financial Advisory
Important financial decisions need to be validated by experts.
Our advisers will assess your financial goals, investment time frame and tolerance for risk and monitor this over time. In addition, a financial adviser provides guidance in times of market downturns and personal financial stress, ensuring that your plan is tailored for your changing needs and circumstances.
Since your finance is such an important topic, it is essential that the person giving you advice is appropriately qualified and licensed by the correct authorities.
More importantly, the financial advisers are able to help you make incremental changes in your knowledge, attitude and behaviour towards financial products and align these with your long-term vision. There should not be any room for doubt when you are dealing with finance. We will be able to help you make clear decisions that benefit you.
Satisfied clients
Years of Experience
OUR PROCESS
OUR APPROACH TO WORK
CONTACT
ADVISE
GROWTH
REPEAT
Creative Solutions to Finance
Ownership of Your Financial Future
We believe that financial independence should be available to every individual in New Zealand and the Pacific. The Nimbus Project is a financial advice organisation with a difference. Using online tools, our qualified financial advisors provide low-cost, accessible financial education and planning for all. Areas in which we can add value include investments, KiwiSaver, lending, and insurance.
Our goal is to help you take ownership of your financial future.
OUR CORE VALUES
What We Believe In
01Technology
Technology is an important piece of our operation and a way for us to communicate with our customers in a meaningful way. We believe that by utilizing technology, we can elevate and add value to all of our services. Individuals now have considerably more control over their financial lives thanks to technology, and clients can have a better customer experience with advice available at the touch of a fingertip.
02Sustainability
At The Nimbus Project, we know the importance of making the right long-term investment choices. We strive to give financial advice that benefits both businesses and individuals over a long period of time. Your wealth can increase incrementally for decades with the correct financial guidance with a long-term view, guaranteeing a secure financial position for you even after you retire.
03Independence
It is true that the financial sector is rapidly changing in many ways, but what does the future hold from here? Although it is impossible to say for certain, several recent trends have quickly gained traction in the marketplace and are likely to play themselves out within the next decade. At The Nimbus Project, we make sure that our clients are well prepared for the future and help them take ownership of the circumstances that may persist.
04Futuristic
We believe that financial independence should be available to every individual in New Zealand and the Pacific. You can have all the knowledge and time in the world but without the plan to direct you there is a little chance of achieving your financial goals. We can help you take control of your financial plan and ensure that you have a clear framework. We only act as a conduit for you to achieve your financial freedom.
Company You Can Believe In
Think Alike, Act Alike.
The Nimbus Project can be described as a collaborative, innovative and sustainable organisation that will cater to the financial needs of people who are seeking quality advise. The management team is a combination of talented people who have understanding of different areas within the financial world.
What has brought together these team is the common goal of providing financial advise through digital means. The world has changed because of technology that we may consider basic, yet these tools provide us ability to communicate and educate individuals.
One organisation, which is guide you in many areas. A single point of contact that will assist you in all financial matters, through education, insurance, real estate and retirement.
