Josh Huisman
Investment Adviser
Email:
Financial Advice Provider (Full Licence)
Registered Financial Service Provider in New Zealand
FSP Number: FSP1009201
A Bit About Me
Born and raised in New Zealand, I have always had a deep appreciation for sound financial decision-making and the power of strategic investments. With a background in tertiary teaching and data analytics, I bring a research-driven and analytical approach to investment advising.
Currently completing my PhD in Behavioural Economics, I combine academic expertise with real-world financial experience. As a licensed financial adviser in New Zealand, I have spent years helping individuals and families navigate the complexities of investment and financial planning.
I take pride in serving Kiwis, offering tailored strategies that align with their unique financial goals. Whether you’re building wealth, planning for retirement, or seeking expert guidance on investment opportunities, I am here to help you make informed, confident decisions for a secure financial future.
I don't take any commission on any of the investments that I recommend, so you can be rest assured that my advice is free from any bias and based solely on what I think will meet your financial needs best.
If you're ready to have a quick free 30 minute chat about how I can help you with your investment goals, feel free to book one in below.
30 min
Our Investment Advice Process
Our process starts by getting to know you. We’ll chat about your current financial situation, your goals for the future, how much risk you’re comfortable with, your investment timeframe, and whether ethical or green investing is important to you.
Once we understand your needs, we’ll do a full analysis and create a personalised investment plan just for you. This comes in the form of a written report called a Statement of Advice—but don’t worry, we make sure it’s easy to follow and jargon-free.
We’ll then meet again to walk you through the recommendations, answer any questions, and make sure you’re comfortable and confident before taking the next steps. If everything feels right, we’ll guide you through how to get started.
And once your plan is in place, you’re always welcome to check in with us—whether you want to review your goals, make adjustments, or simply see how things are tracking.
Our aim is to make investing straightforward, stress-free, and tailored to you. No prior investment experience needed!
