Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Founded
2021
5 years
Office countries
1
1 address
Company type
Privately Held
self-reported
Description
Echo Financial Advisors Ltd. (FSP - 1001566)
Your trusted partner for clarity, confidence, and results in financial planning & investment.
About Echo Echo Financial Advisors Ltd is a fully independent, FMA-licensed Financial Advice Provider (FAP) dedicated to helping New Zealanders achieve meaningful financial outcomes—today and into retirement.
We specialise in:
Retirement Planning: Create a clear path to the lifestyle you want after work.
Investment Planning: Grow, protect, and optimise your wealth with a plan tailored to your goals and risk profile.
Comprehensive Financial Plans: Address your full financial picture so you can make informed decisions with confidence.
Guidance on Managed Funds & Investments: Including switching between funds and ongoing portfolio management.
What sets Echo apart?
Unbiased, client-first advice: We are truly independent—there are no obligations, incentives, or hidden ties to product providers.
Personalised strategies: Your plan is designed for you, not a generic template.
A clear, simple process: We demystify financial planning, guiding you step by step so you always know what to expect.
A focus on results: Everything we do is about helping you reach your financial goals with clarity and peace of mind.
Our Promise:
You’ll never feel like just another number. Whether you’re planning for retirement, seeking investment clarity, or just want to understand your options, we’re here to make the journey straightforward and empowering.
If you’re ready to move forward with your financial goals—or just want honest answers to your questions—let’s connect for a no-obligation chat.
Echo Financial Advisors Ltd is regulated by the Financial Markets Authority (FMA) and serves New Zealand clients exclusively.
Contact us to discover how your financial future can be clearer and more secure with Echo.
Specialties
- retirement planning
- financial markets
- budgeting
- investment planning
- financial planning
- bonds
- financial advice
- debt management
All 11 specialties
- Financial Advice
- Retirement Planning
- Investment Planning
- Debt Management
- Budgeting
- Short Term Saving Plans
- Long Term Saving Plans
- Financial Planning
- Stocks and Shares
- Bonds
- Financial Markets
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | NZ |
All codes: NZ
Addresses
- NZAuckland, Region 2629Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
FAQ
Where does Echo Financial Advisors LTD have offices?
One address on record, New Zealand only. Primary: Auckland, Region 2629.
What does Echo Financial Advisors LTD list as its specialties?
11 tags on the brand's own list, among them retirement planning, financial markets and budgeting.
Which companies are listed alongside Echo Financial Advisors LTD?
2 profiles list Echo Financial Advisors LTD as a peer — 54th percentile in Financial Services. It lists six peers of its own. Civil365 and Pipe Spec Limited list it back.