Professional Financial Solutions
Professional Financial Solutions is a privately held Auckland, New Zealand financial advisory firm, founded in 2003, providing mortgage, insurance, and KiwiSaver advice, refinancing, and business lending support to local consumers and small businesses.
- Company typePrivate
- Founded2003
- HeadquartersAuckland, New Zealand
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Professional Financial Solutions does
Professional Financial Solutions is a privately held, for-profit financial advisory firm headquartered in Auckland, New Zealand. Incorporated in 2003, the firm delivers mortgage advice, insurance and KiwiSaver (the New Zealand retirement savings scheme) advisory, refinancing support, and business lending facilitation. Its target clients appear to be New Zealand individual consumers and small businesses requiring guided selection and structuring of financial products rather than direct lending or proprietary product issuance.
Operating with a workforce of 11 to 50 employees, the firm fits the profile of a small New Zealand advisory practice. Revenue mechanics, pricing models, customer mix, GTM motion, distribution channels, and management bios are not disclosed in the available dataset. The company's own website returned only a verification/loading page at the time of data collection, and no partnerships, certifications, awards, patents, subsidiary structure, or M&A history are recorded. Consequently, the firm's competitive position cannot be characterised beyond its regulated-advisory status and two decades of continuous operation within a single metropolitan market.
The dataset contains no evidence of proprietary technology, software platform, or AI/ML capability. The business model is therefore best understood as a human-advisory service — likely fee- and/or commission-based on placed financial products, consistent with the New Zealand Financial Advice Provider regime — with no material disclosed product, geographic, or channel expansion beyond its Auckland base.
Professional Financial Solutions firmographics
Firmographics- Name
- Professional Financial Solutions
- Website
- https://professionalfinancial.co.nz
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Professional Financial Solutions is a privately held Auckland, New Zealand financial advisory firm, founded in 2003, providing mortgage, insurance, and KiwiSaver advice, refinancing, and business lending support to local consumers and small businesses.
- Ownership category
- akta.pro rank
Professional Financial Solutions industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Mortgage and Nonmortgage Loan Brokers (52231)
- SIC
- Loan Brokers (6163)
- akta.pro primary industry
- Debt & Structured Finance / Mortgage Brokerage (BPAJABAK)
Keywords
Where Professional Financial Solutions is headquartered
LocationHeadquarters
- HQ city
- Auckland
- HQ country
- New Zealand
- HQ region
- Oceania
Markets served
Professional Financial Solutions business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Professional Financial Solutions product offering
Product offeringCore offering
Professional Financial Solutions Ltd provides mortgage, insurance and KiwiSaver advice, refinancing, and business lending support to clients in New Zealand. The firm operates as a financial advisory practice offering personalized guidance across personal finance and small business lending needs.
Differentiator
Problem solved
Functional benefit
Products and services
- Mortgage Advice
- Insurance Advice
- KiwiSaver Advice
- Refinancing Services
- Business Lending Support
Companies that use Professional Financial Solutions
Customer profileIdeal customer profiles2 records
Professional Financial Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Professional Financial Solutions competitors and assessment
Company assessmentDirect peers
- Opes Partners: NZ financial adviser focused on property investment, mortgage structuring and business lending strategy — closely comparable on the business lending advisory side of the firm's book.
- Squirrel Mortgages: New Zealand mortgage broker arranging home loan, refinance and investment lending for retail clients — directly overlapping the firm's core mortgage and refinancing advice offering.
- Mike Pero Mortgages: Long-standing NZ mortgage broker franchise specialising in residential and business lending — comparable both in service mix and in the SME/refinance segments the firm targets.
- Loan Market New Zealand: Aggregator-style NZ mortgage and insurance adviser network, providing the same mortgage, refinancing and insurance intermediation services as Professional Financial Solutions across local markets.
- Lifetime Income: NZ-based financial adviser covering KiwiSaver, retirement planning, insurance and lending — comparable on the financial planning and KiwiSaver advice dimensions of the firm's offering.
- Mortgage Express: NZ mortgage and finance adviser arranging home loans, refinancing and small-business lending for clients — overlapping the firm's mortgage and business lending support offerings.
Emerging players
- Fisher Funds: NZ fund manager and KiwiSaver provider whose managers and advisers work directly with retail and adviser-distributed clients — comparable on the KiwiSaver advice and portfolio recommendation axis.
- Booster: NZ KiwiSaver and investment provider with a direct-to-consumer advice model, competing for the same KiwiSaver assets the firm advises on, albeit with a more product-led digital proposition.
Broad incumbents
- ANZ Bank New Zealand: Major NZ retail and commercial bank originating mortgages, business lending and insurance — competing for the same customers directly and via in-house advisers, representing a structural incumbent threat.
- AMP (New Zealand): Large incumbent NZ advice, wealth and KiwiSaver operator running an adviser network — competes with the firm across KiwiSaver, insurance and broader financial advice distribution.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks4 records
Key highlights4 records
Customer concentration
Professional Financial Solutions social profiles
Digital presenceProfessional Financial Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Professional Financial Solutions leadership team
Management profileNumber of profiles
Professional Financial Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Professional Financial Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Professional Financial Solutions
What does Professional Financial Solutions do?
Professional Financial Solutions Ltd provides mortgage, insurance and KiwiSaver advice, refinancing, and business lending support to clients in New Zealand. The firm operates as a financial advisory practice offering personalized guidance across personal finance and small business lending needs.
When was Professional Financial Solutions founded?
Professional Financial Solutions was founded in 2003. It employs 1 to 10 people.
Where is Professional Financial Solutions based?
Professional Financial Solutions is headquartered in Auckland, New Zealand, in the Oceania region.
Who are Professional Financial Solutions's main competitors?
Direct peers on record are Opes Partners, Squirrel Mortgages, Mike Pero Mortgages, Loan Market New Zealand, Lifetime Income and Mortgage Express. Emerging players are Fisher Funds and Booster. Broad incumbents are ANZ Bank New Zealand and AMP (New Zealand).
Does Professional Financial Solutions have an API?
No public API is recorded for Professional Financial Solutions.
What industry is Professional Financial Solutions in?
Professional Financial Solutions's product category is Financial Advisory Services. Its primary akta.pro industry code is BPAJABAK, Debt & Structured Finance / Mortgage Brokerage. Its NAICS code is 52231 and its SIC code is 6163.