Trusted advice that fits your life
OUR SERVICES
Plan smarter. Grow stronger.
For over 35 years, we’ve helped medical professionals across Auckland grow their wealth, plan for retirement, and protect what matters most. With Tonkin Financial, you’ll have expert guidance at every stage of your career.
Most importantly, we’re with you for the long term - guiding and supporting you as your career and goals evolve.
WEALTH MANAGEMENT
Growing and protecting your wealth.
You’ve worked hard for the life you’ve built. Now it’s time to make your money work just as hard for your future.
Do you have a clear investment strategy to reach your goals? Are you making the most of your superannuation? And do you have a safety net in place if life takes an unexpected turn?
For more than 35 years, we’ve helped medical professionals grow their wealth through tailored investment and retirement planning, while protecting their financial future from the unexpected.
LUMP SUM INVESTING
Like to accelerate your investment strategy?
Have you recently come into a lump sum — perhaps from selling a property, receiving an inheritance, or another way? Deciding how to use it wisely is an important step toward your financial goals.
A lump sum investment means committing the full amount upfront rather than spreading contributions out over time. With the right strategy, this can give your money more time in the market and potentially deliver stronger long-term returns.
At Tonkin Financial, we’ll guide you through the process: helping you choose suitable investments, build a diversified portfolio, and understand the risks and opportunities. We partner with ANZ’s OneAnswer platform, offering a wide range of options including New Zealand and international shares, fixed interest, and cash.
Our role is to make it simple: tailored advice, clear management, and transactions handled on your behalf.
RETIREMENT PLANNING
Planning the retirement lifestyle you want.
After years of training and dedication in the medical profession, your post-work life should reflect the hard work and effort you've put in. But achieving the lifestyle you want takes clarity around what it will look like, when it will happen, and how to plan for it.
Do you picture adventurous travel, more time with family, or the chance to explore new talents? Whatever your goals, each step you take now is part of shaping that future.
How can we help you design the retirement you’ve worked so hard for?
INSURANCE
Safeguarding what matters most.
Life doesn’t always go to plan. Insurance is about having a safety net in place so you, your loved ones, and your financial goals are protected when the unexpected happens.
At Tonkin Financial, we’ll work with you to create a personalised insurance strategy that reflects your needs, goals, and budget. We provide advice on life, trauma, income protection, and health insurance, partnering with trusted providers like AIA, nib, and Resolution Life.
We’ll explain your options in plain language, recommend cover that suits your situation, and support you through the claims process if you ever need it. Already have insurance? We can review your policies to ensure they still meet your needs.
Working for Health New Zealand - Te Whatu Ora in the Greater Auckland region?
Could you be missing out on up to 6% of your income?
Many medical professionals employed by Health New Zealand – Te Whatu Ora in the Greater Auckland region don’t realise they could be losing as much as six percent of their annual income — simply by not opting in to their employer’s Superfund contribution. That money could be building your superannuation, KiwiSaver investment, or both.
Make sure you’re getting the full benefit of what you’re entitled to. The team at Tonkin Financial can help you maximise your earnings and boost your retirement planning.
THE TONKIN FINANCIAL DIFFERENCE
Specialist advice for medical professionals.
For more than 35 years, we've helped medical professionals maximise their earning potential and the value of employer contributions to their retirement planning.
How can we support your financial plans?
A FEW WORDS FROM OUR CLIENTS
“John has been my financial adviser since I came to New Zealand from the UK six years ago. He has looked after my and my wife’s pension, life insurance, and income protection with expertise, as well providing valuable general financial advice. He is always friendly, reliable and responsive. I would highly recommend him.”
Dr Paul Dawkins
“I have been investing DHB Super with John since the mid 2000’s and more recently some personal investing. I have found him well informed about the markets, able to take on board my concerns and suggestions and after providing balanced information he always leaves the final decision on allocation to the investor. John is readily contactable to review your portfolio should conditions change and encourages regular reviews."
Dr Mike Louw
“John has advised me on investments, superannuation and KiwiSaver. I have always found him to be helpful, trustworthy and responsive”
Dr J.J.
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