Financial Advice for Savvy Kiwis
Fairhaven Wealth is an independent financial advice business providing high quality, tailored financial advice.
We're based in Christchurch but work with clients throughout New Zealand. We provide financial planning services, including lifestyle and retirement planning; advice in relation to wealth creation and investment; insurance and risk advice; and KiwiSaver advice.
Our first conversation is free and involves no obligation.
“a knowledgeable, honest and caring financial adviser”
Why you can trust us
Our interests are aligned with yours
We are independent from financial product issuers and brokerage service providers. We don't receive commissions or any other kick backs. We have no incentive to sell you products or a particular type of strategy.
We charge fixed fees
We go a step beyond other independent, "fee-based" financial advisers, because we charge fixed fees.
We follow the "friends and family" rule
Every time we provide advice, we follow the "friends and family" rule. The advice we give to you is the same advice we'd give to our friends and family members.
We provide advice only
We provide advice that clients can implement themselves. This gives clients more control; means we don't lock clients in; and enables us to charge lower fees than other advisers.
We tailor our advice to your unique circumstances, needs, and objectives.
Experience and expertise.
Sonnie Bailey (LLB BCom MEntr DipFincPlan MInstD AFA), brings many years of experience to the services he provides. He understands what separates the best financial advice from the rest.
“I could trust his advice and not wonder if he was selling me things I don’t need. I feel more confident now.”
“I would wholeheartedly recommend Sonnie to anyone seeking personal and specific advice on their financial situation.”
“Sonnie has given us the reigns back to manage our investments and provided us with very good advice.”
Call us on 03 421 5764 for a free, no-obligation discussion, complete the form below, or select a time to chat.