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Financial Services Auckland & Waikato
Michael Beuvink founded this 25-year Auckland-and-Waikato advisory, blending wealth management with mortgages and insurance.
Financial Services Auckland & Waikato
Financial Services Auckland & Waikato was founded in 1996 by financial adviser Michael Beuvink. The firm operates as a personal advisory practice, with Michael and his wife Andrea serving as the named advisers. It is authorized under New Zealand's Financial Markets Authority and complies with the Anti-Money Laundering and Countering Financing of Terrorism Act 2009. The firm bundles wealth management and retirement planning with mortgage brokerage, insurance, and KiwiSaver advice. It positions the offering as comprehensive and unbiased, covering the full household balance sheet from debt structuring to retirement drawdown. The geographic focus remains the Auckland and Waikato regions of New Zealand's North Island. The Beuvinks operate the firm personally; no additional adviser headcount or aggregate assets under advice are publicly disclosed. The website references an accountancy partner services relationship, suggesting a referral model rather than in-house tax capabilities. Financial Services Auckland & Waikato is structured as a closely held personal practice, not a multi-family office or institutional platform. The succession profile is lean: two named principals operating under their own license. For New Zealand families, the model represents continuity with a single advisory team rather than a firm built for scale.
General information
Firm type
Bank / Wealth / Trust
Year founded
1996
AUM
Undisclosed
Location
Region
Oceania
Country
New Zealand
City
Auckland
Corporate office
Auckland, New Zealand
Principals
Michael Beuvink
Financial Adviser, Founder
Andrea Beuvink
Financial Adviser
Sector focus
Frequently asked questions
Who runs investment decisions at Financial Services Auckland & Waikato?
Michael Beuvink and Andrea Beuvink are the named financial advisers on the firm's website. The firm describes its advice as impartial and comprehensive, suggesting decisions rest with these two principals rather than a separate investment committee.
Is Financial Services Auckland & Waikato a single-family office?
No. It is a personal financial advisory practice serving external clients across wealth management, mortgages, insurance, and KiwiSaver. No single-family wealth origin or dedicated family office structure is apparent.
What regulatory licenses does the firm hold?
The firm is licensed by New Zealand's Financial Markets Authority and is registered on the Financial Service Providers Register (#188064). It operates under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009.
Does the firm disclose assets under management or advice?
No aggregate asset figure is published. The firm gives no indication of total client portfolios, KiwiSaver balances, or mortgage volume. The advisory scale remains undislosed.
How does the firm's accountancy partner service work?
The website mentions accountancy partner services as part of the offering but provides no detail. The most plausible arrangement is a referral relationship with an external accounting firm, keeping tax advice outside the Beuvinks' direct remit.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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