We provide you with the services you need to make informed decisions on how to spend, invest and protect your money.

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Contact

+64 21681919

5A Crescent Road, Epsom

kelly@epsomfinanceltd.com

Corporate and
Finance Solutions
Our focus is on you and successfully managing and growing your finances. We can't be successful unless you are. Explore More Get in touch Welcome Start growing your marketing today
We Deliver
Digetal Strategy
We are a boutique firm designed for Private Equity, Family Offices, and
Growth-Stage Companies seeking to maximise results
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We Help You
Manage Business
We are boutique firm designed for Private Equity, Family Offices, and
Growth-Stage Companies seeking to maximize results
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Advanced Analytic

Growth, focus & analysis.

Corporate Finance

Strategy is the foundation.

Business Consultation

Professional skilled team.

about company

Get moving in
the right direction
with your finances

We are a client-focused business operating out of Auckland. We specialise in providing award winning financial planning, mortgage broking and investment services and advice to residential and commercial clients.

Originally established with the aim of providing clear, robust and transparent financial guidance to clients at all stages of their lives, our innovative vision and agile capabilities have allowed us to experience an extended period of growth in recent years!

main principles

Global Reach with Local Understanding

It's all about you

Our focus is on you and successfully managing and growing your finances. We can't be successful unless you are.

Truth, transparency and trust

We provide transparency across all our services: Home loans, financial planning and investment strategy.

Finance is a science

We believe that with the right formula, anyone can improve their financial situation and find success.

our industries

Industries What We Serve

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

Home Loans

Buying a house generally involves much consideration and planning, whether it is one for your own occupation or an additional one for investment.

Construction Funding

Construction lending usually involves the custom building of a new house or small-scale housing developments.

Property Development Lending

Hopefully, you will realise a capital gain as soon as possible. This can be a lucrative exercise, although not without inherent risks.

Business and Commercial Finance

Understand lenders' criteria, and are well placed to present an application on your behalf that will have an increased chance of being considered favourably.

Refinancing

Refinancing involves replacing an existing lending facility with a new one that effectively clears the debt of the original one.

Explore More

Helping to find the best possible financial solutions for you.

01

Home Loans

Buying a house generally involves much consideration and planning, whether it is one for your own occupation or an additional one for investment.

02

Construction Funding

Construction lending usually involves the custom building of a new house or small-scale housing developments.

03

Property Development Lending

Hopefully, you will realise a capital gain as soon as possible. This can be a lucrative exercise, although not without inherent risks.

04

Business and Commercial Finance

Understand lenders' criteria, and are well placed to present an application on your behalf that will have an increased chance of being considered favourably.

our benefits

The Best Way To Start Your Business Right Now

Passion for Results

Discover the emerging technologies most relevant to your strategy by working with our community.

Quality Services

Discover the emerging technologies most relevant to your strategy by working with our community.

Diversity & Inclusion

Discover the emerging technologies most relevant to your strategy by working with our community.

Looking for a First-Class Finance Firm?

We welcome and celebrate different perspectives to help our firm, our clients and our people.

testimonials

What People Say About Us

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

Trusted
Clients
Finished
Projects
Years of
Experience
Visited
Conferences