About Us

Who is Kiwi Financial Services - Mortgages and Insurance?

Kiwi Financial Services - Mortgages and Insurance is a private limited liability company, registered with the New Zealand Companies Office under the Companies Act 1993.  We are Tax Agents, registered with the Inland Revenue Department of New Zealand.
 

Kiwi Financial Services retains specialist accountancy and legal services to provide oversight across all aspects of the company operations in New Zealand.

Kiwi Financial Services employs specialist risk insurance and mortgage advisers to ensure that Kiwi Financial Services delivers accurate and professional risk insurance and mortgage services to all of its customers.
 

Our Clients 

• Individuals and their Families

• Small businesses

• Sole Traders

• Property Investors

• Salary and wage earners - Anyone in Tax Paid Employment

• Working Travelers (non-resident tax payers)

• New Zealanders departing NZ permanently or temporarily

• New Zealand business owners based overseas

Kiwi Financial Services is a financial service business focused on individual and small businesses. We apply an tailored approach to every client and we get involved with them in their business to understand and maximise every opportunity. We have put together a knowledgeable team of dedicated professionals whose goals are to best strengthen the position of our clients and to achieve their goals.

Kiwi Financial Services offers a wide range of services to suit everyone. We like to work with you so that your time can be spent maximising your potential business and thus profits.

Management Team

Simon Richardson

Simon is our insurance specialist. He’s been working in the financial services industry for over 28 years, with many of those in England for companies such as Barclays, The Woolwich and Legal & General. Simon came to New Zealand where he worked for the ANZ Bank as a financial adviser in Wellington. Simon holds a Financial Planning Certificate.

In his spare time, Simon enjoys farming on his lifestyle block.

George Gibson

George gained a BCA from Victoria University Majoring in Marketing and also Management.  Since then George was instrumental in growing and implementing business systems for an Egyptian Furniture Import Company that had a client base in Australia and New Zealand.

Over the past few years George has been involved with a Virtual Reality Company in Wellington. The company has expanded and is now involved with projects all over New Zealand and Australia. The company is in the process of expanding its operations in the US Market.
 

George’s personal interests include Cycling, Rugby, Cricket and Fishing.  George also enjoys watching sports and working in his garden.

Dave Moore

Dave holds a BSc from Massey and has over 20 years business experience in IT, Marketing and General Management.  He has previously worked overseas for a number of financial institutions including Clerical Medical Insurance in Bristol, England; Cseka Sporitelna Bank in Prague, Czech Republic; and Virgin Money in Norwich, England.  Dave has also enjoyed success with a large US multi-national corporation in NZ where he managed IT application management and support services  across Asia-Pacific. 

More recently Dave has been running his own businesses across NZ with one now expanding into offshore markets.  Over the years Dave has gained a detailed knowledge and experience of small business operations particularly around taxation and employment.  Dave is also an experienced investor particularly in property.
 

His personal interests include Aviation, Cricket, Rugby, Skiing and Squash.