Modern. Financial
Modern Financial: Financial Planning, Insurance and KiwiSaver Advisory Services
Modern Financial is here to guide you through every aspect of your financial journey. Whether it’s securing the right insurance coverage, developing a personalised financial plan, or optimising your KiwiSaver for retirement, we offer tailored solutions designed to meet your unique needs and budget. Our comprehensive approach ensures you’re equipped with the best strategies to achieve your financial goals. For mortgage lending, we’ll connect you with a trusted specialist who can provide expert guidance in this area.
Hello
Meet, Jake Oscilowski
Owner / Financial Adviser at Modern Financial, Jake brings 12 years of experience in the financial services industry. Specialising in financial planning, insurance, and KiwiSaver advice. Jake focuses on providing tailored solutions that protect both business owners and everyday Kiwis.
Jake is passionate about delivering outstanding outcomes for clients and ensuring that Modern Financial stays at the forefront of innovation in financial solutions, always adapting to meet the evolving needs of those we serve.
Mobile: 021 270 7255
Email: jake@modernfinancial.co.nz
