DUX Financial

Our focus is to help clients get the right tailored finance and insurance advice for their situation and ensure it fits their needs now and into the future. We believe in advice over product and always ensure our advice suits your short, medium and long-term goals. Alan Borthwick of DUX Financial Services Limited is a Certified Financial Planner (CM), with a diploma in financial planning from Waikato University, and holds a national certificate in Financial Services in Mortgages and Insurance. Our team specialises in providing quality advice to our clients to help them achieve their personal financial goals. So, if you are a first home buyer looking to get your first mortgage and want advice on the whole process; looking to buy your second home and pay it off faster; or an investor building a portfolio, DUX can provide quality advice and finance for you. If you want to make sure the insurance plan you have will adequately protect you and your family or your business, Alan has a process that will help you determine your needs and fit your budget. Want to make sure you are in the right KiwiSaver Scheme? And, want to know what you will get at the end, and how much you need? Need to protect your core assets (house, car, contents, and rental property)? DUX will provide the advice now and assist at claim time. Need to save for a financial goal? DUX will guide you through a step by step plan to get you there. For a no obligation, no charge discussion on your situation and to see how DUX can assist you with your financial goals, don’t hesitate to get in touch.