Echo Financial Advisors Ltd. (FSP - 1001566)
Your trusted partner for clarity, confidence, and results in financial planning & investment.
About Echo
Echo Financial Advisors Ltd is a fully independent, FMA-licensed Financial Advice Provider (FAP) dedicated to helping New Zealanders achieve meaningful financial outcomes—today and into retirement.
We specialise in:
Retirement Planning: Create a clear path to the lifestyle you want after work.
Investment Planning: Grow, protect, and optimise your wealth with a plan tailored to your goals and risk profile.
Comprehensive Financial Plans: Address your full financial picture so you can make informed decisions with confidence.
Guidance on Managed Funds & Investments: Including switching between funds and ongoing portfolio management.
What sets Echo apart?
Unbiased, client-first advice: We are truly independent—there are no obligations, incentives, or hidden ties to product providers.
Personalised strategies: Your plan is designed for you, not a generic template.
A clear, simple process: We demystify financial planning, guiding you step by step so you always know what to expect.
A focus on results: Everything we do is about helping you reach your financial goals with clarity and peace of mind.
Our Promise:
You’ll never feel like just another number. Whether you’re planning for retirement, seeking investment clarity, or just want to understand your options, we’re here to make the journey straightforward and empowering.
If you’re ready to move forward with your financial goals—or just want honest answers to your questions—let’s connect for a no-obligation chat.
Echo Financial Advisors Ltd is regulated by the Financial Markets Authority (FMA) and serves New Zealand clients exclusively.
Contact us to discover how your financial future can be clearer and more secure with Echo.
Company Details
- Founded
- -
- Address
- Auckland, Region 2629, Nz
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Advice, Retirement Planning, Investment Planning, Debt Management, Budgeting, Short Term Saving Plans, Long Term Saving Plans, Financial Planning, Stocks and Shares, Bonds, Financial Markets.
- HQ
- Auckland, Region
Echo Financial Advisors Ltd Questions
Echo Financial Advisors Ltd's website is http://www.echo-financial-advisors.co.nz
Echo Financial Advisors Ltd's LinkedIn profile is https://nz.linkedin.com/company/echo-financial-advisors-ltd
Echo Financial Advisors Ltd's industry is
Financial Services
Echo Financial Advisors Ltd's top competitors are
Pipe Spec Limited,
Aroa Biosurgery Limited,
Hedgemount Infosec,
Go Pro Civil & Piling Pty Ltd,
Sidekick Soda,
Echo Financial Products, Llc,
Green Analytic Solutions (Gcs),
Civil365.
Echo Financial Advisors Ltd's categories are Financial Services
Echo Financial Advisors Ltd's founding year is 2021
