Because everyone’s financial journey looks different.
Financial Planning | KiwiSaver | Simple Wills | Personal, Business and Group Insurance
Whether you’re thinking about saving, getting out of debt, building your first home deposit, paying off your mortgage or planning for retirement—we’re here to help.
Your goals are not the same as the next persons, so neither is your journey.
You may want to feel less stressed about money, or plan for overseas travel, home ownership, or securing your family’s future.
Wherever you’re at, we’ll help you take control of your finances and protect yourself from life’s curveballs—so you can focus on living the life you really want.
SERVICES
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FINANCIAL PLANNING
You work hard but you don’t seem to be getting ahead. You deserve your money to work hard for you too.
Roma & Co will work with you one-on-one to develop your personalised, practical financial plan so you can achieve your goals.
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INSURANCE
Protect yourselves from the unexpected to ensure you can continue to live the life you want. Roma & Co will do a comprehensive evaluation of your circumstances and make a practical, personalised recommendation based on your risks and financial circumstances.
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STAFF BENEFITS
Providing staff benefits, such as financial planning workshops and health insurance, has proven to boost productivity and morale, reduce absenteeism and retain and attract top talent. Roma & Co can assess your staff and business requirements to make a recommendation on the best programme for you.
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SIMPLE WILLS
A Will protects your loved ones by ensuring your assets go to the right place.
Roma & Co’s SimpleWill is an easy, affordable online service for straightforward estates.
Avoid delays, confusion, and unwanted outcomes—get peace of mind knowing your wishes will be followed.
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KIWISAVER
KiwiSaver is more than just a retirement fund. It’s a smart way to build financial security and could even contribute to you achieving your goal of owning your first home.
Yet too many New Zealanders set and forget their KiwiSaver, missing out on opportunities to grow their savings simply because they don’t fully understand their fund or how to make the most of it. Roma & Co will help you understand your KiwiSaver and how to fund a comfortable retirement while living well today.
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CAN WE HELP?
Allow us to find the right solution for you and/or your business.
Speak to one of our specialist advisers to discover how you can maximise your financial wellness and personal security today!
WHY WORK WITH ROMA & CO
It’s all about helping you take control of your money—on your terms.
Roma & Co are not here to manage your money or tell you how to live. Instead, we focus on understanding your goals, what’s important to you, and how we can recommend the smartest way forward. You stay in the driver’s seat; we just help you map the route.
Your goals are unique to you. Maybe you just want to feel less stressed about money each day or finally take that holiday you’ve been dreaming of. Maybe you’re focused on buying a home or starting to think about retirement.
Whatever your version of success looks like, we’ll help you build a clear, realistic plan to make it happen.
We believe your money should give you choices and make life more rewarding—not feel like it’s constantly getting in the way. We’ll help you understand how your financial decisions today can shape your next 1, 5, or 10 years.
And don’t worry, we’re not here to tell you to cut out your morning coffee or stop enjoying life’s little pleasures. We’ll help you strike the right balance between living well now and achieving what matters most to you in the future.
ACHIEVE YOUR GOALS
WE OFTEN HEAR OUR CLIENTS SAY THAT THEY…
Feel budgeting is too hard.
Don’t know where their money is going.
Are just making ends meet.
'Don’t have any money for emergencies that happen.
Feel paying insurance and KiwiSaver is a waste of time.
Most of us want things like having a family, going on holiday, buying a house, paying off the mortgage but aren’t sure how we are going to financially achieve it.
