Carrot Wealth
verified Verifiedlocation_on 25 Queens Road, Panmure, Auckland schedule Mon–Sun 9am–6pm
Rankings on Top5.nz
- #4 Top 5
- #8 Also Recommended
What Top5.nz says
Reviews most often describe: KiwiSaver beginners wanting plain-language, face-to-face guidance
Carrot Wealth focuses on KiwiSaver advice, covering fund selection, contribution optimisation, and hardship withdrawals, with advisers like Andy, Wei, Stephen, and Tony known for breaking down concepts that clients describe having avoided or ignored for years. Home visits and one-on-one phone consultations are both on offer, and multiple clients note leaving with a clear action plan rather than a vague sense of having been sold something.
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
Andy has been great to deal with as my KiwiSaver broker. He was helpful, professional, and made the process easy to understand. I really appreciated his advice and support and would happily recommend Andy to others.
Thank you for helping me and my husband sort out our KiwiSaver and we know so much more now. I'm very happy with your service and you made us feel very comfortable.
My husband and I met with Tony and Tyson this evening, we were very happy to sign over with there guidance and expertise. Very informative, straight forward and helpful. Would recommend to anyone willing to change providers. X
Spoke to Andy Uon and ended our call feeling more knowledgeable about Booster and information about KiwiSaver, thank you
I really liked that Stephen explained things to me, otherwise I probably wouldn't have bothered. Very good
Stephen was Very helpful, very informative, very good