Dux Financial Services

General information

Alan Borthwick of DUX Financial Services Limited is an Authorised Financial Adviser (AFA) under the Financial Advisers Act 2008.

Alan specialises in providing quality advice to his clients to help them achieve their personal financial goals.

So, if you are a first home buyer looking to get your first mortgage and want advice on the whole process; looking to buy your second home and pay it off faster; or an investor building a portfolio, Alan can provide quality advice and finance for you.

If you want to make sure the insurance plan you have will adequately protect you and your family or your business, Alan has a process that will help you determine your needs and fit your budget.

Want to make sure you are in the right KiwiSaver Scheme? And, want to know what you will get at the end, and how much you need? Alan (as an AFA) can provide that advice for you.

Need to protect your core assets (house, car, contents, and rental property)? Alan will provide the advice now and assist at claim time.

Need to save for a financial goal? Alan will guide you through a step by step plan to get you there.

Alan’s focus is to help his clients get the right advice for their situation and ensure it fits their needs now and into the future. Alan believes in advice over product, and wants to make sure that his advice suits your short, medium and long-term goals.

For a no obligation, no charge discussion on your situation and to see how Alan can assist you with your financial goals, don’t hesitate to get in touch.

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Please feel free to contact us alan@duxfinancial.co.nz