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Personal advice, built on real experience
Good financial advice should be honest, personal and easy to understand. That's the simple belief NZOne Financial Services was built on.
Good financial advice should be honest, personal and easy to understand. That's the simple belief NZOne Financial Services was built on.
NZOne Financial Services was established in 2016 on a simple idea: give clients practical, common-sense advice that helps them protect their livelihoods and reach their financial goals. The advice hasn't changed since day one: clear, honest, and built entirely around you.
Meet the people behind NZOne below.
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Real people who take the time to understand your goals, and stay with you for the long run.
Director & Financial Adviser
I can help with:In the industry since 2005 and a Financial Adviser since 2016, Rakesh previously worked with a large international insurer and led a team of 15 insurance advisers before co-founding NZOne. He specialises in investments, retirement planning and wealth advice, alongside personal and business insurance, home loans and commercial lending. Rakesh has an extensive knowledge across a wide range of financial products, and his love for numbers means he's always up to date with the latest research. Whatever your financial needs, from a first home to a full investment strategy, Rakesh is genuinely a one-stop shop, with the experience to bring it all together under one roof.
"I enjoy a game of badminton on the weekend, and watching the cricket is one of my favourite ways to unwind. My family and I love exploring New Zealand together, usually with our Labrador Coco in tow."
Book a chat with Rakesh
Director & Financial Adviser
I can help with:Daniel has worked in financial services since 2009, with experience across banking and lending that's given him real depth in business finance and risk management. He provides practical, easy-to-understand advice tailored to each client's goals, whether that's buying a first home, reviewing insurance needs, restructuring lending, or funding business growth, taking the time to understand what matters most before recommending a solution. He has a particular passion for first-home buyers and works closely with business owners too, building trusted relationships and giving advice that's clear, practical and aligned to each client's long-term goals. As Daniel puts it: "when your foundation is strong, everything else has room to grow."
"Outside of work, my faith and family are at the centre of everything. I enjoy the gym, coaching youth rugby and basketball, and any chance to get fishing, boating or down to the beach. At home, our two dogs, Hulk and Athena, keep life interesting."
Book a chat with DanielAnd behind the scenes
Administration Assistant
Jenita brings extensive experience from the banking industry, spanning customer service and operations management. She keeps things running smoothly behind the scenes, coordinating everything from appointments to paperwork, so our advisers can give clients their full attention. Jenita has a genuine gift for making people feel welcome and looked after, and she's often the first friendly voice you'll hear when you get in touch, whether that's a quick question or help getting something sorted. Nothing is ever too much trouble, and she takes real pride in making sure every client's experience with NZOne feels easy from that very first call.
"I enjoy culinary adventures, travelling, spending time with family and friends, and being outdoors in nature."
Email JenitaWe believe good advice starts with actually knowing you, your name, your story, your goals.
No jargon, no fine-print surprises. We explain things simply, so you can make confident decisions.
We look at your whole situation, lending, protection and savings together, not in isolation.
We measure success by relationships that last, not deals that close. Your goals guide everything.
Good advice only works if we've actually understood you first. Before we talk about products or numbers, we ask questions, and we listen properly, the same way you would with someone you trust.
As a licensed Financial Advice Provider, we're held to the standards of the Code of Professional Conduct for Financial Advice Services. But our commitment goes beyond compliance:
Most people feel stuck choosing between a big institution with plenty of resources but little personal attention, or going it alone and hoping for the best. NZOne removes that trade-off: you get access to a wide panel of New Zealand's leading banks and insurers, backed by a small, dedicated team who know your name, your story, and stay with you as things change.
That's what great advice should feel like: broad enough to get you the right options, personal enough that you're not just a policy number.
More reasons to choose NZOne →