Carrot Wealth

location_on 25 Queens Road, Panmure, Auckland schedule Mon–Sun 9am–6pm

Rankings on Top5.nz

• #1
  Financial Advisors in South Auckland →
  Top 5
• #3
  Financial Advisors in Auckland →
  Top 5
• #3
  Financial Advisors in New Zealand →
  Top 5

What Top5.nz says

Carrot Wealth walks clients through KiwiSaver reviews, fund switching, hardship applications, and insurance options, with named advisers including Tony, Stephen, Andy, Daniel, Alex, Tyson, and Wei each taking time to explain how KiwiSaver works until clients feel confident. Advisers regularly meet people in their homes or online at flexible hours, and several clients describe arriving with little understanding of KiwiSaver and leaving with a clear picture of their options.

Reviews most often describe: People wanting plain-language KiwiSaver reviews at home

• ✓ Advisers explain KiwiSaver in plain language until clients understand
• ✓ Home and online visits offered to fit around clients' schedules
• ✓ Multiple named advisers each handle the full process personally

From the business

Carrot Wealth is a New Zealand financial advice company helping everyday Kiwis make better decisions with their KiwiSaver, insurance and financial future.

Our friendly advisers focus on making financial advice simple and easy to understand, taking the time to explain your options and provide personalised recommendations based on your goals and circumstances.

Whether you’re looking to get more from your KiwiSaver, review your insurance, or simply understand your finances better, our team is here to help you make informed decisions with confidence.

Ratings

Recent reviews