Financial Advisor North Shore
Plan Smarter, Live Better — with North Shore’s Trusted Financial Advisor
Hi, I’m Billig, A licensed financial advisor based in North Shore.
I help everyday Kiwis make confident financial decisions — whether that means building wealth, protecting your family, buying your first home, or planning for a secure retirement.
My goal is simple: to make your money work smarter for you.
Why Work with Me as Your Financial Advisor in North Shore
Managing your finances isn’t just about numbers — it’s about your goals, values, and peace of mind.
As an independent advisor, I’m not tied to any bank or product provider. Every recommendation I give is based solely on what’s best for you. You’ll get clear, straightforward advice — no jargon, no hidden fees — and a personalised plan designed around your life and ambitions.
I’ll guide you through complex financial decisions, help you stay on track, and be there as your needs evolve.
My Financial Advisory Services
Personalised Financial Planning
Together, we’ll build a clear financial roadmap tailored to your lifestyle, goals, and future plans — whether that’s saving for a home, funding education, or retiring comfortably.
Investment & Wealth Growth
I’ll help you understand your investment options and develop a smart, diversified strategy suited to your goals and comfort level.
Insurance & Income Protection
Protect your family’s financial future with the right life, health, or income protection cover — chosen because it fits you, not a commission structure.
KiwiSaver & Retirement Planning
Let’s make the most of your KiwiSaver contributions and create a sustainable retirement plan that gives you confidence and freedom later in life.
Mortgage & Home Loan Support
If you’re buying or refinancing, I can help you assess your borrowing options and choose a structure that supports your long-term financial wellbeing.
Business & Self-Employed Advice
If you run a small business or work for yourself, I can help you with financial planning, budgeting, and cash flow management strategies designed for stability and growth.
Frequently Asked Questions
1. What if my home loan application isn’t approved?
If your loan isn’t approved, Billig will help you understand the reasons and explore next steps. This may include reviewing your credit report, adjusting your budget, or identifying lenders whose criteria better match your financial situation.
2. Can working with Billig help me secure better loan terms?
Yes. Billig compares multiple lenders’ rates and lending conditions, helping you find options that best fit your goals and borrowing profile. This saves you the time and uncertainty of applying with multiple banks on your own.
3. How does Billig determine which financial solution suits me best?
Billig begins by understanding your income, savings, debts, KiwiSaver balance, and long-term plans. He then reviews different lending and insurance options, explaining the benefits and trade-offs clearly so you can make an informed decision.
4. I’m a first-time homebuyer with a small deposit. Can Billig still help?
Yes. Billig can assess whether you qualify for low-deposit lending, explore KiwiSaver and government support options, and outline practical saving strategies to help you get closer to homeownership.
5. What documents should I prepare before applying for a home loan?
You’ll need proof of income (payslips or tax returns), recent bank statements, details of your debts or credit cards, KiwiSaver and deposit records, and identification. Preparing these in advance helps make your application smoother and faster.
What Our Clients Have to Say
Let’s Talk About Your Financial Goals
Your first consultation is completely free — no pressure, just a friendly chat about where you are now and where you’d like to be.