Financial Planning Tailored To You
Financial Planning Made Easy
Get impactful financial insights that help you meet your future goals with confidence. Learn more.
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Bring your goals and your ideas to life with truly tailored financial advice. Wealth means different things to different people - so let our team meet you where you’re at. We deeply care about bringing your future to life.
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We’ve been working on multi-million dollar organisations for decades focusing on capital preservation, long-term thinking and sustainable growth. We’ve got a team of experts on hand to financially model your goals and how to get there. We’re evidence based first.
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EriksensGlobal is a truly independent investment advisor. We retain our independent approach by accepting no commissions or fees from fund managers or dealer groups. This means your goals always come first.
Access our Disclosure Documents and Complaints Process - detailed insights into our services.
Financial Planning Services
KiwiSaver & Financial Forecasts
We’ll analyse your KiwiSaver and use financial modelling to map out pathways to financial freedom.
Truly Independent
We retain our independent approach by accepting no commissions or fees from fund managers or dealer groups. As a family first firm, you'll have certainty that the team remains stable and consistent with their advice.
Cash Flow Analysis
We’ll carefully analysing your cashflow and how to optimise it for your goals. We’ll come up with solutions to any financial gaps you may be facing.
Practical Advice
Our advice is delivered clearly, concisely and either online or in person - it’s your choice. Our clients retire faster and get more time to do the things they love. Talk to the team.
Amy Eriksen | Your Financial Advisor
Amy is our lead Financial Advisor and Director at EriksensGlobal with previous experience in corporate investment strategy and in actuarial analysis for both family estates and separating couples. She has advised on multi-million dollar investment strategies for organisations throughout oceania.
Amy served for two years on the Board of a budgeting charity, so is no stranger to both sides of the wealth divide. She combines evidence‑based investing with practical advice across portfolios, cashflow, KiwiSaver, retirement, and property.
By combining her fresh perspective with EriksenGlobals’ 30 years of trusted expertise, Amy is helping to shape a new standard; one where advice is truly independent, transparent, and tailored to your legacy.
Amy listens carefully and strives to add value with each interaction. She cares deeply about meeting your expectations and has access to an exceptional team that can meet your future goals, whatever they are.
Our seamless personalised process:
Discovery: Let’s define your goals, desired outcomes, and gather necessary data;
Initial Analysis: We’ll share our preliminary findings and address your questions;
Draft Plan: We’ll create your personalised financial and/or wealth plan and get your input;
Review Meeting: We’ll collaborate on the the draft plan together and refine as needed;
Finalisation: On you’re happy with the approach - we’ll celebrate and formalise your plan; and
Ongoing Support: We’re a phone call away. Always there to help with regular coffees, calls or meetings to check-in on your progress.
Pricing | Research-backed and Tailored to You
Plans are available from $2,000, depending on the complexity of your financial assets. We’ll give you a comprehensive fee estimate and letter of engagement to sign before commencing any chargeable work.
The first initial 15-minute financial check with a qualified and independent financial advisor is free. Book now.
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Our Plans start where you are, and chart a path that takes you where you want to go.
We work with your current position and portfolio, including property and KiwiSaver investments. From there, we can recommend reliable ways to increase your financial security and growth.
All investment planning helps you choose your strongest opportunities, by knowing which investments are going to work best for you.
We’ll create a realistic forecast of your financial future using actuarial and investment research-backed assumptions.
We stand by our work long term, and providing ongoing support through our stable team of advisors and investment and actuarial professionals. If you’d like to learn more, reach out to our team.
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Our pricing for ongoing wealth management is competitive, with a 0.25% secure platform fee plus our 0.5% ongoing advice fee for investment balances over $300,000. Talk to the team to learn more.
Wherever helpful, we also offer family meetings (at an hourly rate of $300 + GST if applicable) to create long-lasting legacy that works for everyone.
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With our ongoing wealth management service, we add intergenerational financial and estate planning, while creating a bespoke investment portfolio that can be managed by you, with our recommendations, on a secure platform.
Our investment advice is based on decades of experience in advising on multi-million dollar portfolios investing for long term growth and stability, as well as up to the minute market and fund manager research.
When it comes to compounding growth over the long term, consistency of returns often matters more than spotting unicorn opportunities. With expert wealth management, you get timely advice to benefit from all growth levers. Learn more.
Expertise Capabilities Clients Phone
EriksensGlobal is licensed as a full financial advice provider and registered on the FSPR, FSP40147. Amy Eriksen is authorised to provide financial advice on behalf of EriksensGlobal under its full financial advice provider license. We are members of the Financial Disputes Resolution Service. To learn more about our independence and the types of advice we provide visit our Disclosure Statement. The investment information we provide on our website is for wholesale, eligible investor and general purposes. Our privacy policy is here.