Nicole Hoy

Certified Financial Planner
BBS (Finance), Grad Dip Bus Studies

With over 20 years experience…

Nicole really enjoys making her client’s money work hard, while not taking undue risks. Her approach is to work alongside clients to guide them towards their financial goals and assess opportunities along the way.

Nicole Hoy BBS (Finance)

My Services

Expertise with a truly personal touch.

KiwiSaver / Pensions

KiwiSaver is an easy, affordable way to save for retirement, this way you can live for today, but also squirrel away money for tomorrow.

Should you transfer your UK Pension or Australian Superannuation to NZ? Let’s discuss your options, it’s important to be aware of the benefits and risks when transferring investments to New Zealand.

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Investment Advice

The benefits of investing are more than just financial. Taking control of your financial future can improve your overall well-being.

Working together we will define your financial goals, values and risk profile and create an investment strategy that will assist you to achieve your future needs and objectives, without compromising on your lifestyle today.

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Financial Planning

Planning for retirement is an exciting time. It allows you to define your long-term goals and determine what you really want out of your golden years.

Along with a tailored investment strategy supported by the expertise of our award winning research team, my process provides guidance and leadership, personalised to you and your stage of wealth accumulation.

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“No matter how much or how little experience you have with investing, working together we can tailor the best solution for you.”
— Nicole Hoy

“My wife and I have been Nicole’s clients since 2003 and Nicole is also now managing investments for our two daughters in London. Nicole was recommended by our insurance agent and her performance has more than lived up to our expectations.”
Ivan Stade
Retired Airline Pilot

“I feel so fortunate to have met Nicole Hoy. Along with deep experience as a financial adviser, she truly cares about her clients. Nicole took the time to listen to me and create a plan that works especially for me and my goals, carefully explained everything to me, and then put it into action. I feel so much better looked after than my previous KiwiSaver provider of many, many years – they never checked in with me or made me feel I was anything more than just another number, and the results I had with them were very underwhelming. I feel so much more confident about my financial future with Nicole.”
Tabitha

“Nicole has been my financial advisor for over 10 years. I went to her after a year of trying to manage inherited money and failed to make any headway. I have always found Nicole to be completely trustworthy and totally reliable in her advice. I have recommended her to several friends who have had the same experience.”
Carolyn

“We have got to know Nicole Hoy over several years as our financial advisor. Over the last three years she has come to our house to do an annual review. This homely atmosphere is a pleasant way to talk money but also a time to share family, events and interests. Nicole has the ability to explain things and summarise clearly for us, which we find very helpful.”
Heather & Kerry Wood
Crofton Downs

“I partnered with Nicole many years ago to advise me on my financial investments, ensuring that I have savings to see me through the rest of my life. Actually, we’ve known each other since we were children, and she has always been someone with a high level of integrity and intelligence. She also has a great deal of knowledge, and experience in this financial space. She provides clear information, is in contact regularly, and is readily available if you have any queries or need some information. I highly recommend her to anyone.”
Renee

“Nicole has been my financial advisor for the last 20 years. She has always been extremely professional and very helpful. Her advice has always been sound and pertinent to the many financial changes in my life that have occurred over those 20 years. I feel very privileged to have had her work with me and for me. I highly recommend her.”
Lynda
Wellington

“Nicole has been my financial consultant and Advisor for the last 4 years. She is personable, knowledgeable and detailed orientated. I especially appreciate the monthly timely market update. I also appreciate that she is diligent in looking out for the best investment venues for my portfolio so that I will get the maximum returns. I really like the flexibility of being able to meet with her at my own home which is a bonus. Thank you for being a reliable business consult and being a friend.”
Mei Rideout

“Nicole has helped me set up an investment plan for my elderly father which required a high level of patience and understanding from her. The extra time and care she takes to ensure everything is understood and implemented correctly is one of the many qualities that set her apart from others in her field. Enlisting a financial advisor is a huge leap of faith and Nicole has my utmost trust and highest regard.”
Georgina

“I first met Nicole a few years ago when I was really struggling to plan my financial future and was worried about ending up penniless at retirement. After a combination of in person meetings, phone calls and emails, I now have a growing savings pot, an excellent KiwiSaver plan and hope. Nicole is always available for any questions and advice about my finances and I can not recommend her highly enough.”
Barbara Jones

“Nicole is as professional as they come. She is super knowledgeable and easy to talk to – she made us feel comfortable discussing our plans, which was high on our list of priorities when finding an advisor.”
Matthew

“We found the meeting very helpful and informative. We’re both excited that we now have some action points we can work with.”
Matt and Wendy

“She’s fantastic; she takes the time to explain things in a way you can understand.”
Cathy

“I highly recommend Nicole Hoy. Supremely professional and extremely helpful.”
Abby