Camelot is a nation wide financial services organisation with offices in most New Zealand cities. All Camelot advisers are Registered Financial Advisers and belong to the Institute of Financial Advisers. Many are aslo both Authorised Financial Advisers (AFA)and Certified Financial Planners (CFP).
We offer advice on personal insurance matters, KiwiSaver, investments and UK pension transfers.
For serious investors, we offer a fee based service for investment portfolio advice, and any commission received is paid into the clients investment account.
There is no charge for the initial introductory meeting.
A free disclosure statement is available on request.