Grow and protect your wealth.

At Tonkin Financial, we’re committed to developing long-term client relationships and delivering outstanding service. We believe - strongly - that financial advice is an ongoing relationship: it starts with sound, tailored advice for our clients' needs, but continues over the longer term with guidance as needs and goals change. 

We specialise in providing financial advice to medical professionals employed by District Health Boards in the Greater Auckland region. Over the past 30 years we have developed extensive understanding as to how we can best support the financial advice needs of medical professionals, and provide high quality advice for their financial life and plans. 

Financial advice provides many benefits, as relevant to the needs of individual clients. But perhaps the common benefit experienced by those who seek financial advice is this: it is an opportunity to take the time to discuss in-depth your financial life and circumstances with an expert; an opportunity to take stock of where you are, what you want to achieve, any challenges, and solutions you are looking for.

Financial advice is not solely about 'product' - i.e. types of investments, types of insurance etc - rather it is about accessing the knowledge of an experienced professional who can apply their expertise to your individual circumstances and aspirations, and make well-informed recommendations for your financial life.

From our initial meeting to ongoing reviews, we always put your goals front and centre.

We start our discovery process with a handy Fact Finder questionnaire. This assists us in gathering the information we need to understand your current ‘financial picture’: where you’re at, what your pain points are, and the goals you have in mind.

With our Scope of Service defined, we arrange an initial meeting with you. This is an opportunity for us to delve deeper into your current circumstances, and start outlining a plan and a timeline appropriate to your goals.

Once you’re happy with our recommendations, we walk you through the implementation phase. This is the point where your financial plan becomes actionable and measurable. Over time, we’ll help you keep on top of progress, by reviewing your situation regularly and monitoring the results.

To get the conversation started, please feel free to email us at info@tonkinfinancial.co.nz or give a call on 09 308 2412. We look forward to assisting you.

Depending on the types of service we provide, we might receive a commission fee from the provider, or charge clients an hourly rate.

We usually get a commission fee for our advice on DHB Superannuation, KiwiSaver and insurance. For broader financial planning or advice on lump-sum investment plans, we may either charge clients an hourly rate of $200 per hour or a one-off fee, based on the client’s requirements.

We will discuss the fee rates with you in an open manner during our initial meeting. 

Alongside Wealth Management (which includes insurance and investment advice), we also specialise in Retirement Planning and Lump-Sum Investment.

Retirement Planning: We view retirement planning as a multi-step process that evolves with you over time – the key thing is to start, have a plan in place and take proactive steps to ensure you’re on track. Find out more here.

Lump Sum Investment: If you have a financial windfall at hand, lump-sum investment can often be an effective tool to boost your wealth. At Tonkin Financial, we partner with ANZ's OneAnswer Portfolio Service, which provides access to an extensive range of investment options, including New Zealand and international equities, fixed interest and cash (including foreign currencies) and can assist you with your investment decisions and building your portfolio. Find out more here.