Our Purpose
We pride ourselves on helping our clients achieve their financial dreams and aspirations. We achieve this by providing quality lending and insurance expertise, listening to our client's goals and prioritising great outcomes for
our clients above all else.
Our Story
We identified a gap in the New Zealand financial advisory market for a company that provides lending and insurance advice, with a focus on client service rather than sales. Qualified, registered mortgage brokers and insurance advisers often don’t have tertiary qualifications or tangible business experience to bring to their client conversations, which is a strength of ours.
Fit Financial will provide you right fit advice for your unique circumstances. Sometimes you need more than an online insurance comparison tool, or a mortgage interest rate calculator to make a significant financial decision. A half hour call with us can quickly answer questions or concerns, and support you to make the best decision for your financial future.
Our Founder and Principal - Dan McGlinchey
I have over 25 years experience as an accountant and business owner and a keen interest in helping people navigate complex financial situations. My diverse experience helps me quickly understand your financial situation and be able to offer both practical and innovative solutions.
I love being a financial adviser, it's a very rewarding career as I can make a positive impact on my client's everyday lives.
I’m based in Upper Hutt, Wellington, but service the Wellington, Lower Hutt and Upper Hutt regions, and even nationwide. In my spare time I spend time with my family, keep fit on my mountain bike, and am a tragically keen golfer.
