Lester and Sherrill Jeffs
Best Financial Decision we ever made
"When we retired we considered a range of options for investment but finally after a lot of deliberation and due diligence we approached Jane Benton at G3 inancial Freedom in Tauranga.
Jane is absolutely awesome. She has consistently confirmed our initial impression as a highly skilled financial adviser since we first spoke to her in 2016 until the present 2026.
Even after doing due diligence on G3, as a Police officer for almost 30 years I was reluctant to entrust our hard earned retirement savings to anybody, but our trust in Jane’s competence and honesty has been confirmed many times over.
Janes warmth, competence, clear explanations and financial results, confirm our initial impression that we came to the right place for financial advice.
The whole experience at G3 is further enhance by Cathy who is the office administrator. Cathy’s warm and friendly attitude enhances G3’s “family feeling”.
We have no hesitation in recommending G3 to anybody."
Liz Cooper
Well-researched ethical investment advice and planning for the future
"I came across the team at G3 via a recommendation on the Mary Holmes website some years ago. I was looking for a professional, local and above all friendly financial advisor to give advice on a modest pension question. Jane and her colleagues have been perfect - knowledgeable, readily contactable, open and very welcoming. What started as one question several years ago has developed into a warm ongoing relationship, one that has helped me and my family through changing times. I would recommend Jane, Charlene and Cathy to anyone looking for a great team to help with well-researched ethical investment advice and planning for the future."
Billie & Jarrod
Thank you so much for helping us.
"I had always been nervous when it came to making financial decisions. I would spend huge amounts of time researching but seemed to go round in an internet loop ending up more confused about what the ‘right’ thing to do was, what was the safest thing to ensure a healthy financial future for me, my partner and our family. My partner suggested we seek professional advice. We wanted to get an overview of where we were at and how we can plan for the future that we would like to have. Thank goodness we turned to Charlene from G3! Charlene made the whole process from start to finish personal and enlightening. She helped us realise what we each wanted for our future and she has shown us exactly how we can get there. We are excited now about our financial planning! The time and money spent with Charlene is worth every single cent. We wholeheartedly recommend Charlene and G3 Financial Freedom to anyone who wants to take financial control and to actively decide what their future will be!
Thank you so much Charlene. We really appreciate your work."
Lisa McKimm | Queen of Fun | Director Parenting Worx
Solid, intelligent, and trustworthy
"Ever been shopping and said to the salesperson ‘I’m not sure what I’m looking for but when I come across the right thing I’ll know?’ After browsing around for some time wanting investment guidance – that’s how I felt when I met the ladies at G3 through a recommendation from a friend.
The service is honest, solid, intelligent, and trustworthy. All of this is delivered with entertaining good nature. G3 acknowledged my own wisdom but also happily went back through anything that I hadn’t quite grasped when it came to investing in shares. Perfect for me – a first timer. After two years of working closely with G3 I am now recommending their services to my friends, and am very happy that we are working together."
Matt and Zenda Johns | Tauranga
Highly recommend G3 Financial Freedom
"We have been using the services of G3 Financial Freedom since its inception. Right from the very beginning the team there have been extremely professional and reliable. They have given us help and advice in a variety of areas including Health Insurance, Income Protection, Family Trusts and sorted out our Retirement Plans and Investments.
They constantly review all their products and update us on a regular basis. We have found all the members of their team to be friendly, helpful and nothing is ever too much trouble. We highly recommend G3 Financial Freedom and will continue to use their services."
Chris and Linda Brown | Auckland
No Regrets
"We can honestly say that we have not regretted choosing G3 Financial Freedom for our retirement planning. The integrity, non-judgmental approach and the effort made to understand us has been brilliant. We have appreciated their flexibility as we have worked out things along the way. We also commend the way they have treated us with respect. Of particular importance to us is good communication and they have not disappointed us in this regard.
We would definitely recommend G3 Financial Freedom to people seeking financial advice/help with retirement planning. As the saying goes, it has truly been a pleasure doing business with them."
Graham & Liz O’Riordan
No hesitation in recommending
"In April 2012 Liz and I were walking along Grey Street in Tauranga when we noticed a ‘bill board’ advertising G3 and their expertise in transferring pensions and funds from the UK to New Zealand. We walked in ‘off the street’ and met Jane Benton and her team at G3.
Since that time we have enjoyed excellent, friendly and efficient service from Jane and she arranged for my UK employment pension to be brought into New Zealand and re-invested most successfully here. She also arranged medical cover for us. We have enjoyed a good relationship with Jane and her partners and would have no hesitation in recommending their services to anyone requiring independent financial advice. Should you need further information we would be more than pleased to provide it."
Chris & Sheenagh Pritchard | Christchurch
Their service is warm, friendly, approachable & patient
"As a busy couple we had neither the time, experience or knowledge to be able to transfer our UK pensions over to NZ or to sort out a financial plan that would set us up for retirement. Thank goodness we found G3. Their advice and guidance has been invaluable.
Their excellent service is warm, friendly, approachable, patient and they have a genuine interest in us as individuals. Their knowledge and experience has made the whole process a lot less scary and means that we now have portfolios set up that are looking very promising in providing us with a degree of financial security in the future. Thank you G3 team we look forward to a long and profitable future with you."
Greg & Robyn Jensen | Tauranga
Passionate about service
"G3 has been working with us for both our company and personal finances. We have found G3 to be knowledgeable and passionate about service. They provide the right solutions for us and our staff through thorough research and recommendation. They are always available to discuss any queries and explain things in terms I understand."
Alison Parr
Service was second to none
"Having to bring our pensions over from UK is not something I had ever thought about, however, changes in the UK forced me to do some serious thinking.
On the recommendation of a friend, I contacted G3 who had provided my friend with an exceptional service when she transferred her pension over to NZ from UK. I found Charlene to be not only very friendly but extremely informative and professional, after all its not every day you trust just anyone with your money no matter how large or small it may seem.
Charlene’s service was second to none and she was able to answer any questions either I or my husband had, no matter how petty or insignificant. I am so pleased knowing my funds are safe and fully trusted her judgement with regard to where to invest and in the right organisations with only our best interests in mind.
The whole process was done so quickly and efficiently, there was no to-ing and fro-ing it was all done and dusted within a short period of time. It was a huge relief not to have to worry about this anymore and I can happily sit back and watch my money grow."
Lyle Irwin | RSM Prince
Provided a thorough and robust plan
"Having known G3 for a number of years I have on several occasions provided their contact details to clients whom were looking to invest. In every case they have made immediate contact with the client, formed a solid relationship and provided a thorough and robust plan for them to consider for what is often one of the most important decisions of their lives.
Their ability to listen to their thoughts and needs and formulate a plan that is visible and easily understood has been key to their success in gaining their trust and their clientele on a long term basis.
The clients that I have referred to speak with G3 have all spoken very highly of their professionalism, thoroughness and their trust in them to achieve their goals and aspirations through their investments.
Well done, keep up the excellent work!"