About Us
Are you based on the North Shore or in Auckland? Let our financial adviser help you reach your financial goals
Glynns Financial is a small, caring financial services company owned and run by Daniel and Fiona Glynn. With an overwhelming number of financial products and services to choose from, getting the right advice is more important than ever. After all, the financial forecast for you and your family is dependent upon it. As our client, you have direct access to professional advice across investing, retirement planning and insurances.
Instead of concentrating on specific products or financial outcomes, Glynns Financial listens to what you want to do in your life. Once we know what your dreams are, we’ll create a realistic and achievable plan that enables you to achieve your goal. Whether you are buying a new home, deciding on investment options, or protecting you and your family with the right insurance cover, and planning your retirement, our financial adviser on the North Shore is here to help you achieve your ideal lifestyle.
To arrange a complimentary first consultation, please contact our experienced financial consultant today.
Investment strategies and planning
- KiwiSaver – You deserve to get a maximum return out of your KiwiSaver scheme and our team will help you achieve exactly that.
- Personal protection – Financial planning is crucial. From life insurance through to mortgage insurance, we will work with you to create a plan that gives you the security of being properly protected.
- Income protection – If the worst happens and you can’t work we ensure that you are protected. Income cover will pay you when you are no longer able to work.
- Business insurance – Business insurance provides the necessary cover to protect your company assets, profits and key employees.
- Investment strategies and planning – Glynns Financial provides investment advice that will help you create a plan to ensure you are on track to living your ideal lifestyle.
Getting great mortgage advice is a critical part of financial planning. Glynns Financial has partnered with a professional mortgage adviser to give you the best possible advice. Please let us know your needs and we will be in contact.
Our financial adviser delivers exceptional customer service and is committed to looking after you for life
Daniel Glynn is qualified to give expert financial advice. He is a specialist in retirement planning, personal and business insurance as well as mortgage lending. Following a strict code of conduct, he draws upon more than 30 years of experience working in the banking, mortgage and insurance industries. During this time he has seen it all and done it all.
The difference with Glynns Financial is that we are here to look after you in both the short and long term. The majority of our customers have chosen us to journey with them to give advice on building their wealth, planning their retirement and protecting their loved ones and assets. Our goal is to help you enjoy the security and freedom that this brings to everything you want to do in life. As our valued client, you can expect to receive the highest level of customer care possible.
Meet the team at Glynns Financial
Daniel Glynn
Director and Adviser
Daniel is an experienced Financial Adviser. He holds a Diploma in Financial Planning with double degrees in Business and Banking, and had a distinguished banking career before starting Glynns Financial Services. Daniel loves engaging with his clients and helping them plan for their future. He gets excited when they achieve their goals. He is married to Fiona and has three adult children, who he enjoys spending family time with. A keen sportsman, Daniel likes keeping fit at the gym, competing in ocean swims. And tramping with the family.
Fiona Glynn
Director and Adviser Support Manager
Fiona is a supreme multi-tasker, juggling office management, insurance and investment administration and adviser support. Drawing upon her roles in the UK and New Zealand, Fiona has extensive lending, team management and administration experience. As co-owner of the business with Daniel, she enjoys the challenge of getting the best result for every client and is passionate about delivering exceptional customer service. Fiona is a busy mum to her daughter and twin sons. She loves spending any spare time tramping, kayaking, photography and getting lost in a good book.
Secure Your Financial Future
Get Your Personalised Investment Plan
Your financial future is about more than just investments. It’s about protecting your loved ones, planning for retirement, and achieving your dreams.
