Secure your financial future with trusted and reliable Wealth Management advice

Diversify your portfolio
Protect your wealth
Personal advice
Comprehensive planning

Staffords are your trusted Wealth and Investment advisors, bringing empathy and clear communication into everything we do.

We’d love to help you define your savings goals and create a clear path to achieving them.

Get in Touch

We provide wealth advice that is personal to you.

We take a holistic approach to investment and develop a tailored strategy for each client. After meeting with you to learn about your investment goals, we look at a range of factors to help you achieve those goals and live a more fulfilling life.

Our advice is practical, easy to understand, and simple to implement and manage.

You are not a number.

At Staffords we are a boutique financial advice company. There is no 0800 number, no automated messaging, no changing account managers. You’ll deal with one account manager and we’ll never treat you like a number in the queue.

Our advice is unique to you.

We know that one size does not fit all. You are unique, and so are your goals, family situation, working arrangements and everything about your life. That’s why our advice is uniquely tailored to fit you, not standard service packages.

We are local, like you.

Your personal advisor is local to your community, and actively supporting your community. We can visit you in your home, chat over the phone, over a zoom call, or any other way that best works for you.

Brendan helping KiwiSaver clients
Staffords Wealth Management photo of Brendan Stafford who is a certified financial planner and the owner and director of Staffords

Why choose Staffords?

Personalised Solutions Tailored to Your Goals

Bespoke investment strategies designed to meet your financial goals and interests.

Secure Your Retirement with Comprehensive Planning

Specialised retirement planning services focused on portfolio diversification, withdrawal strategies, and wealth preservation during retirement.

Client-Focused, Independent Financial Planning

Personalised financial solutions without any influence from commissions or partnerships, putting your needs first.

Expertise in Building Wealth for Young Professionals

Growth-oriented investment strategies and tax efficiency for young professionals seeking to build their wealth.

Guidance for business owners and entrepreneurs

Integration of personal and business finances, succession planning, and wealth protection for business owners and entrepreneurs.

Get in Touch

Let us know how we can help you and we’ll be in touch shortly.


What others say about Staffords

Excellent
Based on 17 reviews
Kevin Scovell
Kevin Scovell
2023-06-28
Brendan is a master in his field of expertise and his knowledge and understanding put me and my wife at ease. A true gent who is there to help and guide you through. We will be, and would highly recommended anyone talking with Brendan on how to improve your wealth and future plans.
Nathan Ingram
Nathan Ingram
2023-06-23
After learning my kiwisaver had investmenets in unethical companies, I saught advice from Brendan. Brendan provided me with great advice and offered a streamline process for me to shift my kiwisaver to a 100% ethical fund. I highly reccommend speaking with Brendan from Saffords Wealth Management.
Matt Hay
Matt Hay
2023-05-23
Brendan is really good to deal with, easy to communicate with and provides all the information you need as well as thought out advice
kathy murray
kathy murray
2023-05-07
Brendan helped me with a review of my KiwiSaver. It was important to have someone assess where I was at, where I needed to be, & how I was going to get there. Brendan was professional and gave me confidence that with a few changes I could maximize the outcome on my Kiwisaver investment.
Marcus Wolton
Marcus Wolton
2023-05-03
Brendan was great to deal with. Super friendly and answered all my questions. Looking forward to the coming years!
Judy Celmins
Judy Celmins
2023-05-03
I've just had my Kiwisaver reviewed by Staffords, so quick and easy. I love the emphasis on ethical investment and making my money work harder.
Alex Toohey
Alex Toohey
2023-05-02
Detailed and tailored approach
guy archibald
guy archibald
2023-05-02
Brendan was great explaining the process of growth. Like most people I signed up to KiwiSaver in my teens not having much of a clue on how to capitalise on my returns other than letting the bank manager tick a few mandatory boxes for me. I let it bumble along in the background not giving it enough attention other than the odd thought of “I really need to do something about it,”as I want to be more hands on. After discussing options with Brendan he explained the process thoroughly, putting it in terms that I could understand, making the process feel like I was regaining control of savings. We changed to a plan that was better suited to my goals and even added a few extra 0’s to the end of my forecasted savings by tweaking a few small things. Five stars. Strongly recommend. Guy
Ahmed Belrhachi
Ahmed Belrhachi
2023-04-18
Thank you Brendan for successfully arranging my Kiwisaver and Insurances. I was lost into what to do with all of my emergency life needs, I wasn't sure to where to start till I connected with Brendan. Amazing experience, Brendan took away all my stress and organized all my needs efficiently. Brendan invited me to a meeting where we discussed my family needs and organized everything from his end including all the information that I needed to understand my options. If you are stuck and unable to navigate like I was about investments and insurances I would strongly recommend Brendan Stafford to sort out. Thank you Brendan for making my family journey as easy as possible!
Andrew Armstrong
Andrew Armstrong
2023-04-18
Brendan was incredibly thorough, explained the investment process and how my family will be able to get ahead financially over the next 5-10years. Appreciate it!!