Smart Adviser is a reputable financial planning and advisory company based in Auckland, New Zealand. Our primary goal is to assist our clients in achieving success and living better lives. Our business model revolves around placing our clients at the center of everything we do, recognizing that their overall financial health directly impacts their entire lifestyle and well-being. We take a holistic approach to personal finance, providing customised solutions that encompass a wide range of financial and related products and services.

Our knowledgeable team of advisers, supported by experienced industry specialists, offers strategic financial and retirement planning, tailored advice, brokerage services, financial coaching and education, and referrals to our partner services. With over 30 years of experience in finance, our founder, Sam Kodi, is a registered financial advice provider who has won numerous awards for his work. His personal experiences growing up in a household burdened by debt and money anxiety have shaped the ethos of Smart Adviser. We believe in empowering individuals to achieve financial freedom and offer transparent communication and ongoing support to create a strong foundation for their future. Take the first step towards living your best financial life today by contacting us.