The Other Side of Financial Security
For years, you’ve trusted Brisk to protect you and your family. Now, the same expert advice and unwavering client advocacy are here to help you build your financial future. Welcome to Brisk Financial.
Start the ConversationFrom Protection to Prosperity
At Brisk, our most important work has always been looking after our clients’ best interests—whether it’s navigating a complex insurance claim or providing peace of mind. Brisk Financial is a natural extension of that promise. We’re moving beyond just protecting your today to helping you proactively build your tomorrow. The same commitment, the same adviser, a new focus on your long-term financial prosperity.
Our Commitment to Your Financial Future
Retirement Planning
Just as we leave no stone unturned at claim time, we apply the same diligence to your retirement plan. We work with you to build a robust, personalized strategy that aligns with the future you envision.
KiwiSaver Advice
Is your KiwiSaver performing at its best? We provide the specialist advice needed to review your structure and product choices, ensuring your fund is optimised to achieve its maximum potential.
Investment Planning
Growing your wealth requires a clear strategy and an adviser you can rely on. We extend the trusted Brisk advisory service to investment planning, helping you build a secure and prosperous retirement.
The Brisk Promise: Now for Your Investments
Expertise You Already Trust
Leverage the same inside knowledge and industry experience that has made Brisk Insurance a trusted name.
Unwavering Client Advocacy
Our principle is advocating for you. We champion your financial goals and ensure your strategy serves your best interests, always.
A Holistic View
By understanding both your protection needs and financial goals, we offer truly holistic advice, ensuring all strategies work together.
Your Adviser for Today and Tomorrow
Many of you already know Anand as your dedicated insurance adviser. He has built a reputation for his tireless advocacy and expert guidance. Now, Anand is bringing that same passion and client-first approach to Brisk Financial, helping you navigate the journey from financial protection to long-term prosperity.
Connect on LinkedInLet’s Plan Your Future
Whether you’re an existing Brisk client or new to our family, we’re here to help. Reach out today for a complimentary, no-obligation chat about your financial future.