Remaining a boutique financial planning firm allows us to offer personalised advice tailored to each individual client, recognising that every client has unique needs and challenges. With over 100 years of combined experience, we bring depth of expertise to all aspects of financial planning—though rather than calling ourselves old, we prefer to say wise!
We enjoy our work and how we support clients, however, we also love life! We believe that family, friends and social connections give meaning and purpose to our own lives, just like our clients do too. So, at different times we can be found travelling overseas to visit family, taking time off to enjoy life and spend time with those we love, and supporting meaningful causes. One initiative close to our hearts is the Festival of Disability Sport, which we have supported since its inception here in Tauranga.
G3 was established in July 2009 by three directors with extensive experience in financial services, covering banking, insurance, investing and financial planning, both in New Zealand and in the UK and South Africa.
Financial planning is fundamentally about relationships, and from the beginning, we wanted to make a difference in our clients’ lives, both from a financial perspective, by growing their wealth and protecting their families, and from an emotional perspective – giving them security, peace of mind, and financial freedom to enjoy their life.
Those core values are unchanged today. We believe that the ‘personal touch’ matters, that we are there when our clients need help, that we ‘get things done’ and do what we say we’ll do, and that we ‘know’ our clients deeply and what matters to them. This means we can tailor our advice to what’s in their best interest when they need it. Collaboration is also key, and we regularly coordinate with other professionals in our clients' lives—lawyers, accountants, mortgage advisers—to ensure that we are all on the same page, supporting our mutual client.
- Wealth-building strategies for individuals and families
- Retirement planning for the lifestyle you want
- Investment advice for lump sums such as inheritance, divorce, or redundancy
- Specialist advice on overseas pension transfers
Jane and Charlene are Certified Financial Planners, Chartered Life Underwriters and Accredited Investment Fiduciaries, which means they have gone one step further to achieve the highest qualifications in financial planning worldwide. They are both proud members of Financial Advice New Zealand, adhering to strict codes of conduct and ongoing professional development. G3 Financial Freedom is fully licensed by the Financial Markets Authority (FSP16205).
We are upfront with our pricing and fees as we believe in being open and transparent about how we charge and the value we provide, meaning there are no surprises!
We are fee-based advisers, and our financial planning and investment advice is always paid for directly by our clients. That means we are not tied to a particular provider, instead offering advice
At G3, making a difference extends beyond financial planning. We have proudly supported the Festival of Disability Sport / Parafed Bay of Plenty since it's inaugural event in 2018, helping people with disabilities engage in sport, recreation and play. Supporting our community is part of how we help people live richer, fuller lives.
- We have a Discovery Meeting with you to understand what is important to you and what you are looking for, and to establish and define the relationship together.
- We collect information about your financial affairs.
- We analyse all your financial information and develop strategies to support you to achieve your goals, your dreams and to live your best life.
- We develop and craft a financial planning approach which provides our findings and recommendations, and present this to you, discussing it in detail.
- We help implement any changes and recommendations we’ve agreed on.
- We review your circumstances on an ongoing basis, to ensure you remain on track with your planning, and we provide solutions and advice as and when changes and challenges arise.
