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Embark on a smoother financial journey with Blue Canoe at your side. Get personalised, forward-thinking financial planning, insurance and investment strategies for a seamless journey towards your financial goals. Book your complimentary discovery session to get started.

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Financial Navigators

At Blue Canoe, we’re dedicated to supporting Kiwis in skilfully navigating their financial journeys. Think of us as your financial guides. With clear, evidence-backed advice and guidance across various aspects of your financial life, you'll gain control and readiness for what lies ahead.

Discover your financial priorities and set goals for the future. Together, we’ll map out a plan that has you earning, saving and investing more for greater options in life, more financial freedom and less financial stress.

Let’s get clear on where your money is going, evaluate your banking structure, track your spending and pinpoint areas where savings can be made.

You never know what’s around the corner. Protect what’s important with the right mix of life, health, income protection and business insurance products.

Grow your retirement savings or first home deposit by getting the most from your KiwiSaver investment. And if you have an overseas superannuation plan, we can help you transfer it to NZ.

Investing is one of the most effective ways to build wealth. Develop an investment portfolio that matches your personal goals and tolerance for risk.

Build wealth and make an impact. Invest in socially responsible funds that resonate with your values, offer good returns and contribute positively to people and the planet.

Expert Data-Driven Financial Advice

No matter where you are in your financial journey, we're here to help you reach your goals faster. We combine 35+ years of industry experience and expertise with cutting-edge software. Our advice is backed by real data (not guesswork) at every twist and turn of your financial journey.

Real Data

Expert Data-Driven Financial Advice

No matter where you are in your financial journey, we're here to help you reach your goals faster. We combine 35+ years of industry experience and expertise with cutting-edge software. Our advice is backed by real data (not guesswork) at every twist and turn of your financial journey.

Real Data
Financial planning software

Flexible Packages

Everyone’s journey is unique. Find a Blue Canoe package that suits your goals and budget, or book a free discovery session and we’ll help you choose the right package for you.

Set Your Course

ESSENTIALS PACKAGE

Work towards long-term financial success with strategies that maximise wealth and safeguard what’s important.

✓ Maximise wealth

✓ Minimise debt

✓ Protect what matters most

Move Ahead

STANDARD PACKAGE

Propel towards financial success with everything in the Essentials package, while taking control of your spending.

✓ Everything in the Essentials Package

✓ Extra planning sessions

✓ Use of a market-leading budgeting and personal finance app

Do It Your Way

BESPOKE PACKAGE

Design your own package by selecting any services from our Standard package.

✓ Mix-and-match one or more services from our Standard Package

 

 

Protect Your Crew

WORKPLACE PACKAGE

Secure attractive group insurance and KiwiSaver deals and financial planning services for your employees.

✓ Group insurance deals

✓ Group KiwiSaver deals

✓ Employee access to other packages

Flexible Packages

Everyone’s journey is unique. Find a Blue Canoe package that suits your goals and budget, or book a free discovery session and we’ll help you choose the right package for you.

Set Your Course

ESSENTIALS PACKAGE

Work towards long-term financial success with strategies that maximise wealth and safeguard what’s important.

✓ Maximise wealth

✓ Minimise debt

✓ Protect what matters most

Move Ahead

STANDARD PACKAGE

Propel towards financial success with everything in the Essentials package, while taking control of your spending.

✓ Everything in the Essentials Package

✓ Extra planning sessions

✓ Use of a market-leading budgeting and personal finance app

Do It Your Way

BESPOKE PACKAGE

Design your own package by selecting any services from our Standard package.

✓ Mix-and-match one or more services from our Standard Package

Protect Your Crew

WORKPLACE PACKAGE

Secure attractive group insurance and KiwiSaver deals and financial planning services for your employees.

✓ Group insurance deals

✓ Group KiwiSaver deals

✓ Employee access to other packages

Our Process

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Free Discovery Session

We get to know you, your circumstances and goals for the future. We identify areas we can help and recommend one of our packages that will best suit your needs.

Kick-start Session

We take you through the smart technology we use and kick-start your journey with us by entering and analysing your financial data from the last 3 months.

Follow-up Session

We capture a complete picture of your finances from the last 12 months, analyse the data, and recommend strategies to improve your financial well-being.

Progress Meetings

We have regular meetings with you to review your progress and help you to stay on track, and provide follow-up financial advice and coaching to keep you moving in the right direction.

Book A Free Discovery Session!

Book a complimentary, no-obligation discovery session with one of our financial advisers. We’ll complete an assessment to determine your needs and recommend a package that will best meet your unique goals and circumstances.

What Our Clients Say

"I have been a client of Hans for about 20 years, and really value his advice and knowledge around both our personal and business related insurance planning + guiding us in regard our savings. He has ensured my family is well-protected, and is always happy to review what we have in place when we have felt the need. I have always felt like his primary concern has been to ensure we get what is best for us, and that we get best value. He is very thorough in explaining the range of solutions available, comparing benefits and any disadvantages, and is also transparent about any gains he receives. Over the years Hans has become a friend as well as an advisor, and his humour and frankness always adds enjoyment to the business conversations we have. I would highly recommend Hans to anyone seeking a financial advisor."

Gina, Client – Public Relations & Media Consultant

“It's a pleasure working with Hans! He goes out of his way to explore different options and provide clear timely advice. Over the years he has provided me with thoughtful and practical financial advice. His expertise has helped me find the right KiwiSaver scheme, investment portfolio and insurance options. His advice has placed me in an excellent position to save for my first home, plan for my retirement, and ensure my family and myself are looked after in the event of a change in health. I enjoy our conversations - he has a great sense of humour, he really gets to know you and what you're trying to achieve.”

Helen, Client – Policy Manager

"Hans has advised me and my family on our insurance cover for around 30 years. Through that time he has advised us on the nature and scope of cover best suited to our needs and then organised quotes for the same. Unfortunately we have had cause to draw on that cover in ways we would never have anticipated, which is testament to the excellent advice Hans has provided. I have recommended Hans’ services to others and I know they too have benefited significantly from his advice. Hans is very customer focused and a pleasure to deal with, making the arrangement of insurance far less painful than would usually be the case. I have no hesitation in recommending Hans’ services and have done so on many occasions over the years."

Andrew, Client – Management Executive

"My principle dealings with Hans over 30+ years have been in respect to my insurance, superannuation and KiwiSaver arrangements. I have found Hans to be an excellent advisor, innovative but prudent. He takes time to understand your business and at a personal level, your priorities and goals and advises accordingly. Importantly he keeps in regular contact with me which I appreciate and value. I highly recommend Hans as a financial advisor."

David, Client – Barrister, Arbitrator

"I've worked with Isaac for a number of years, during that time Isaac has been an outstanding Adviser, always looking after his clients with his ability to problem solve, innovative thinking and dealing with complex situations. I would highly recommend Isaac if you're looking for top notch advice."

Mark, Associate

Find us at Level 14, 22 Willeston Street, Wellington, 6011
Contact Hans: 027 230 1045
Contact Isaac: 027 339 0879
Or email us: advice@bluecanoe.co.nz

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