VIS.finance™ is the financial advisory service of Vital Ideal Solutions Limited, a licensed Financial Advice Provider (FAP, FSP1010421) under the Financial Markets Conduct Act 2013.

We are based in Auckland and work with clients throughout New Zealand, and internationally, entirely online. There is no office to visit and no appointment to travel to.

How to get in touch

Use the form below. Tell us briefly what you would like help with: KiwiSaver, an investment portfolio, mortgage strategy, tax structure, or a second opinion on a decision you are about to make. You do not need to prepare anything or send documents at this stage.

App support: if your question is about the VIS.finance™ app, use the same form below, or, once you are signed in, the Help and feedback thread inside the app – both reach the support team.

Contact form

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What happens after you write

  1. We reply to your message as soon as we can. There is no pressure and no sales pitch at any stage.
  2. We arrange a free introductory consultation. A short online conversation to understand your situation and explain your options, at no cost and with no obligation.
  3. If we are a good fit, we agree the scope and the fee upfront, before any work begins. We receive no commissions and no product incentives, so the advice is never steered by who pays us.
  4. You decide. You remain in control at every stage, and nothing proceeds until you say so.

What the first conversation is, and what it is not

The introductory consultation is a discovery step. It is your chance to outline your goals and ask how we work. It is not personalised financial advice, and we do not give generic projections at that stage, because real advice requires a complete picture of your assets, risk profile and cashflow.

Questions people ask before writing

  • Is there a minimum investment? There is no fixed minimum, though advice is usually most effective once you have meaningful savings or investments to manage, typically from NZD 50,000. If you are still building your first investment base, we can help you design a plan to get started.
  • Can you work with me from overseas? Often yes, depending on the jurisdiction and the service needed. The FAQs explain where the limits are.
  • Do you advise on shares and ETFs? Yes, including US-listed shares, ETFs and managed funds.
  • Is this confidential? Yes. Everything is handled under our Privacy Policy, and nothing is shared with third parties without your explicit consent.

Ready to start? Book a free consultation, or read the frequently asked questions first.