Our company
Mission
From the beginning, our mission has been to be the leading independent financial advice provider and exceed our client's expectations. We prioritise our clients to help them plan, protect and prosper in their financial goals.
Vision
Our Vision is to be the preferred financial advisory for our clients and their communities.
Our Values
At Capitol Vista Group, we stand by our values of :
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We are here for you. Our loyalty is to you.
PLAN . PROTECT . PROSPER
Capitol Vista Group are registered advisors with over 25 years of experience in the Banking, Lending, Insurance, and KiwiSaver industries in New Zealand. We are an independent New Zealand-based privately owned company. We are a one-stop-shop that brings the Finance market to your doorstep.
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Our team has the knowledge, expertise, and strategic experience required to provide you with competitive finance or insurance solutions to meet your needs. We work with an extensive network of banks and insurance companies to deliver our customized service to you.
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At Capitol Vista Group, we take care of our clients at every stage of their lives; be it their first home, having children, expanding their property portfolio, a change in marital status, and retirement. We foster long-term relationships and ensure to treat our clients like our family–with care and consideration.
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Ascaring advisers, we are here to help you plan and protect the path to your future and financial security. We work with you to understand your goals and achieve results, so you can prosper.