Financial Planning Tailored To You

Financial Planning Made Easy

Get impactful financial insights that help you meet your future goals with confidence. Learn more.

  • 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.

  • 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.

  • 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.

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.