Financial Partners for Life.

"Financial Planning is a journey…."
In an industry where clients demand the highest standards of personalised service, advisers have to operate at the peak of professionalism to provide their clients with the most appropriate advice. This includes sourcing the best products from quality providers to ensure a transparent service at a competitive price.

In order to live up to the expectation of clients and provide advice that meets their objectives, advisers need to be impartial and not tied to products from any one supplier. However, whilst an individual independent adviser can provide a highly personalised service, individual advisers operating on their own often lack the support structure and negotiating power needed to get the best deal for their clients.

With the above objectives in mind the Camelot Group was formed. Some of New Zealand's most experienced practitioners in the financial advisory industry, who are dedicated to providing first class independent financial advice, have come together to form the Camelot Group. Camelot is a partnership operated by the members of the Group. Camelot’s role is to ensure that the highest standards of professionalism are adopted and members adhere to "best practice" procedures when providing advice to clients.