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Camelot NZ Limited

* Financial Advisers * Investments * Insurance Brokers * Kiwisaver

Additional info

Camelot NZ Ltd is a nationwide company including thirty financial planners, investment and insurance advisors, who are committed to delivering a high level of service.

Our Vision

To empower clients to achieve their personal financial potential.

Our Mission

Our mission is to assist our clients in the building, preservation and protection of their wealth, with the goal of achieving financial security to maintain a desired and realistic lifestyle.

Our Values

Foster professionalism through qualified and experienced Financial Planners
Build rewarding, client focused relationships. Advice For Life.
Deliver innovative and independently researched financial solutions
Encourage continuing education for staff and clients
Utilise technology to develop innovative administration processes and systems
To be responsive to the needs of clients and empower them to make sound informed financial decisions
Camelot is a nationwide company including thirty financial planners, investment and insurance advisors, who are committed to delivering a high level of service.